IT Project Intake Form Template
An intake form is an easy-to-use but highly effective way to gather and organize project requests from clients or internal teams. Our IT project intake form serves as a guided questionnaire for project planning, ensuring you capture all the important elements — from client contact information and planning objectives to intended audience, budget limitations and technical requirements — before development begins.
With AidaForm you can create editable templates tailored to your project needs: edit content, customize layouts and add new fields with just a few clicks. All templates are responsive and secure, ensuring a seamless user experience on any device, while built-in integrations help you connect your forms with the tools you already use. Whether you are a freelancer, an agency or part of a larger enterprise, our intuitive form builder lets you design interactive and professional IT intake forms effortlessly.
Why Use Standardized IT Intake Forms
Improve project transparency and alignment
A project intake form helps align the requirements of both the client and the development team. This reduces miscommunication, minimizes the number of edits during the process and ensures that everyone involved is on the same page from the start.
Streamline approvals and stakeholder communication
For enterprises, an intake form can be customized to include approval workflows. This ensures that department heads and stakeholders review and approve project requests before they move forward.
Make better decisions with standardized data collection
By using a standardized new project form template, teams can compare project requests objectively. This helps prioritise project work, calculate available resources and, by doing so, improve overall business efficiency.
Ready to enhance your project intake process? Try AidaForm’s professional form example today and experience a seamless project onboarding workflow!
Key AidaForm’s Features for Your Project Intake Questionnaire
Here’s how our platform helps businesses that offer outsourced web and app development services simplify the customer recruitment process.
Fully customizable and easy-to-use forms
Create your own questionnaire or start with our ready-made sample form to save time. Tailor your form to collect specific client information with multiple-choice questions, dropdown menus, text fields, file attachments and audio responses. Customize the design with your brand’s colors and fonts to maintain a cohesive look and feel.
Smart logic jumps for a personalized experience
Create adaptive forms with conditional logic jumps that respond to user input. With this feature, clients see only the form questions pertinent to their project. It reduces the number of unnecessary fields and increases the completion rate.
Built-in calculations for cost estimation
If your business offers tiered pricing or custom solutions, our built-in calculator provides instant price estimates based on client input. This is particularly useful for complicated website projects, where defining design elements, selecting development frameworks, and setting launch timelines early will help avoid potentially expensive changes.
Automatic email notifications for prompt follow-ups
Receive instant email alerts when a new form submission is made. This allows you to follow up quickly and keep the onboarding process moving smoothly.
Secure data storage and integration with CRM tools
AidaForm securely stores all submitted forms, and you can export them as PDFs or integrate them with CRM tools via Zapier for efficient project tracking.