Overview

Forget about scattered communication and searching for that brief in a Slack thread.

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The project request form template allows you to collect, review, and manage them from a single dashboard.

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Whether your team is submitting a new initiative or clients are requesting deliverables, this template helps you capture the details and keep everyone aligned.

Why use this template

With this template, you can:

• Gather and centralize briefs, goals, timelines, and budgets in one place
• Standardize submissions so you never miss key info
• Connect form submissions to your database for real-time reporting
• Ensure every request follows your workflow and create consistency across board

Template features

• Ready-to-use template with editable fields
• Customizable design in the WeWeb Editor to align with your company branding
• Option to set role-based access
• Option to add conditional logic
• Responsive by design: accessible on desktop, tablet, and mobile devices

Who is this template for

This template is perfect for:

• Agencies managing client requests
• Operations and project management teams standardizing intake processes
• Freelancers and startups needing a structured way to track incoming work
• Marketing teams getting campaign and materials requests and want to track all essential data in one place

Testimonial

"We used to get project requests through emails and Slack messages. Now, everything flows through one form. It saves us hours each week and helps us prioritize faster."

— Project Manager, Digital Agency

How to set up your project request form template

1. Click “Use template” to open the template in the WeWeb Editor
2. Connect it to your backend of choice 
3. Customize the fields to reflect your policies 
4. Configure roles and access control
5. Add your company branding 
6. Publish it and invite your team

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