Custom Software Development Sales Intake Form

Custom Software Development Sales Intake Form — Form Fields

This sales template includes 10 fields. Software agencies collect project requirements from prospective clients. Free to customize and use on ZenBuild.

• Company Name (text, required)
• Contact Name (text, required)
• Email Address (email, required)
• Project Type (dropdown selection, required) — options: Web Application, Mobile App (iOS/Android), API Integration, Automation Tool, Data Dashboard, Other
• Describe Your Project (long text, required)
• Estimated Budget (dropdown selection, required) — options: Under $10k, $10k-$25k, $25k-$75k, $75k-$150k, $150k+
• Project Timeline (dropdown selection, required) — options: Under 1 Month, 1-3 Months, 3-6 Months, 6-12 Months, Ongoing
• Do you have existing designs or wireframes? (multiple choice, required) — options: Yes, No, Partially
• Integrations Needed (checkboxes, optional) — options: Stripe, Salesforce, HubSpot, Slack, Google Workspace, Other
• What does success look like for this project? (long text, required)