Project Proposal Form Template

What is a project proposal form?

A project proposal form is a digital form used for submitting detailed plans, budgets, and timelines for potential projects. It allows individuals or organizations to formally present their ideas for review and consideration by stakeholders.

Important fields to include in a project proposal form

Here are some key fields that you can include in your project proposal form. You can customize these fields according to your specific needs.

Field Name	Why to Collect	Compulsory/Optional	Input Type
Full name	To address the project participant properly	Compulsory	Text
Email address	To communicate important details and updates	Compulsory	Email
Mobile number	To contact the project participant if needed	Compulsory	Phone number
Project name	To identify the project	Compulsory	Text
Project objective/goal	To understand the purpose of the project	Compulsory	Text
Scope of the project	To define the boundaries of the project	Compulsory	Text
Start date	To establish project duration	Compulsory	Date selector
End date	To establish project duration	Compulsory	Date selector
Estimated budget	To allocate resources and plan accordingly	Compulsory	Number
Proposed payment terms	To establish financial terms and conditions	Compulsory	Text
Resources/materials needed	To identify what the client needs to provide	Compulsory	Text
Potential risks/challenges	To plan for and mitigate risks	Optional	Text
Success criteria/KPIs	To measure project success and performance	Optional	Text
Additional information	To include any other important details or considerations	Optional	Text

How can I create a project proposal form?

You can create a project proposal form using any online tool that allows you to create forms, like Google Forms, Typeform, etc. You can also use Mailmodo to create and send forms in your emails.

How can I send a project proposal form in an email?

Before we get into the how, let’s understand the why.

Why should you send this form in an email?

Inserting your project proposal form in your emails allows you to reach out to your existing email list and have them fill out the form within the email itself. This reduces friction and cuts down on multiple steps like redirects, logging in to another page, etc., increasing the number of submissions.

For example, Razorpay increased their survey responses by 257% by emailing feedback forms using Mailmodo.

Now, let’s come to the how.

If you want to send this project proposal form in an email, you can use Mailmodo. Mailmodo is an all-in-one interactive email marketing platform that lets you create and send such interactive forms in email without any coding. Here’s an interactive demo to get you started.

How to increase submissions for your project proposal form

You can increase the submissions of your project proposal form by making them user-centric and easy to complete. We’ve created an exclusive guide that discusses 12 things you can do to increase form submissions.