Can the client attach files?

Yes. There is an upload for a document, in PDF, PNG or JPEG format, for things such as a brand guide or a sketch.

Is the budget a fixed amount?

No, it is a range chosen from a list: under 1,000 EUR up to over 15,000 EUR, or not sure yet. You can edit the ranges and the currency to suit your market.

How is this different from a quote request?

A quote request opens the conversation with a short description. A brief is the deeper document you collect once the project is likely to happen.

Business & services

Project brief form: goals, scope, timeline and budget

Projects drift when the brief lives in someone's head. This form walks a client through the questions that matter: what the goal is, who the work is for, what has to be delivered, examples they like, when it should start and finish, and the budget range they have in mind.

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Who it is for

Agencies and freelancers who start projects for external clients
In-house teams that receive requests from other departments
Anyone who has lost time because a project began on unclear instructions

When to use it

Send it after the first conversation and before you quote or plan. The client can take their time on the longer questions, add links to examples and attach a document such as an existing brand guide. A good brief turns the kick-off meeting into a discussion of details rather than basics.

What the form asks

Who are you?

Company or project name · requiredShort text
Full name · requiredShort text
Email address · requiredEmail
Phone numberPhone

The project

What is the goal of this project? · requiredLong text
Who is it for?Long text
What should be delivered? · requiredLong text
Examples you like (links or descriptions)Long text
Preferred start dateDate
DeadlineDate
Budget rangeDropdown
Attach a document (PDF, PNG or JPEG)File upload

Every question can be changed, removed or reordered before you publish.

The PDF your respondents receive

The PDF reads like a short brief: company or project name, contact details, goals, audience, deliverables, references, dates and budget range. Everyone on the project can work from the same page, and it makes a useful reference if the scope is questioned later.

First page of the sample PDF made by the Project brief template, filled with invented data — A sample of the PDF this template produces, filled with invented data. Your logo, colours and wording replace the sample ones.

Questions people ask

Can the client attach files?: Yes. There is an upload for a document, in PDF, PNG or JPEG format, for things such as a brand guide or a sketch.
Is the budget a fixed amount?: No, it is a range chosen from a list: under 1,000 EUR up to over 15,000 EUR, or not sure yet. You can edit the ranges and the currency to suit your market.
How is this different from a quote request?: A quote request opens the conversation with a short description. A brief is the deeper document you collect once the project is likely to happen.

Start from this template

Create an account, adapt the questions and the document to your business, then share the link. Your respondents get their PDF the moment they finish.

Use this template