Project request template
Propose a project and take it through review to a decision.
A request that goes somewhere: the problem before the solution, priority and department indexed for the review meeting, and a workflow with a real "not now" — deferred work can come back for review instead of being rejected to make the list shorter.
Free on every plan. Opens in the builder as an editable draft — nothing is published until you say so.
Used for client intake — From inquiry to a signed letter with a retainer behind it.
What’s in the form
9 fields — every one editable once the template is yours.
- Your name *
- Team or department *
- Email *
- Project name *
- What problem does this solve? *
- Priority *
- Estimated budget
- Wanted by
- Briefs or supporting documents
Included workflow
What happens after someone submits
A submission lands in the first state and moves through the rest — each move is a named, permissioned act, and every one of these states and moves is editable.
- Start review — Submitted → In review
- Approve — In review → Approved
- Defer — In review → Deferred
- Reject — In review → Rejected
- Back to review — Deferred → In review
Questions
The project request template, answered
What picking this template does and does not commit you to.
Is the project request template free?
Yes — free on every plan. It opens in the builder as an editable draft in your own account, and nothing is published until you choose to publish it.
Can I change the fields in the project request template?
All of them. The template is an ordinary draft form: add, remove or reword any of its 9 fields, then publish when it reads right.
What does the included workflow do?
A submission lands in “Submitted” and moves through the included states — Submitted, In review, Approved, Deferred, Rejected. Every state and move is editable before you publish.
How do people fill it in?
Publish the form and share its public link — submitters need no account and are never a paid seat. Rotate the link at any time to revoke it.
More templates
Each one opens the same way: an editable draft in your own account, free on any plan.
Make the project request form yours
One click loads it into the builder as a draft in your own account — edit anything, then publish a public link when it reads right.
No card required.