Freelance & Client Onboarding
Client Intake Form PDF template
Make it yours. Send the link. People fill it in online, and you get the completed PDF back.
Opens your own copy — rename, add or remove any field. Free for one form, no signup, no credit card.
Print it and fill it in by hand.
How to use this template
- 1 Click "Use this template" to get your own editable copy.
- 2 Add, reorder, rename or remove rows — the document updates as you edit.
- 3 Publish and share the link. Every response arrives as a completed PDF in your submissions list, and you can export all the answers as one CSV.
Fields included
A starting point — change any of these in your copy.
- Client name
- Email address
- Phone number
- Company or brand name
- Project goals
- Budget range
- Preferred start date
- Referred by
Works the same with your own PDF — upload one and turn it into a form →
Ready to send it out?
Open your own copy, change whatever you need, and share the link. Completed PDFs come back to you.
Free for one form, no signup, no credit card.