Proposal Request Form Template
Proposal request forms capture enough context for your team to write a relevant, targeted proposal. This template gathers scope, timeline, and budget without asking so much that prospects abandon the form.
What's included in this template
9 fields — customize any field or add new ones with AI.
Need different fields?
Tell the AI what to change — "add a budget dropdown" or "remove phone number" — and it edits the form instantly. Every field type above can be added, removed, or relabeled through the chat interface.
How to use this template
Open the template
Click "Use this template free." Flexform loads the form instantly — no account needed to preview.
Customize with AI
Type what you want to change in the chat: fields to add or remove, rename labels, change field types, or rearrange pages.
Connect & publish
Link to HubSpot or Slack with one click, then embed on your site or share the link.
Workflow integrations
Connect this form to your existing tools with no middleware. Every submission triggers your workflow automatically.
Real-time sync
Data appears in your CRM or spreadsheet within 1–2 seconds of submission — no cron jobs, no delays.
Conditional routing
Route submissions to different Slack channels, HubSpot pipelines, or Airtable bases based on field values.
Two-way data flow
Pre-fill form fields with CRM data for returning visitors. Update existing records instead of creating duplicates.
Frequently asked questions
Can I route proposal requests to different team members based on project type?
Yes. Use conditional logic to send different Slack alerts based on the project type field value.
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Use this proposal request form template free
Open the template, customize with AI, connect your tools, and publish — in under 5 minutes.
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