Template guide
Overview
This client software project intake template helps teams move from vague requirements to a scannable technical brief before estimation and proposal work.
Who should use this template
- Software agencies
- Freelance development teams
- Internal solution teams
What this template covers
Client and project context
- Business goals
- Industry constraints
- Current pain points
Scope and technical direction
- Feature scope
- Integrations and platforms
- UI/UX and branding needs
Delivery planning
- Timeline
- Budget range
- Technical complexity and delivery risks
From responses to AI summary
FormGenyus is built for workflows where raw answers are long. Here is an illustrative example of how a summary differs from raw text (not from a live submission).
Sample raw response
Need B2B portal with role-based access, Stripe billing, and HubSpot integration; delivery target in 12 weeks…
Project intake brief
- Scope: portal + RBAC + billing + CRM integration
- Complexity: medium-high due to integration and auth requirements
- Delivery note: timeline feasibility depends on integration dependency clarity
FAQ
- Can we use this before writing proposals?
- Yes. It is designed to create a reliable pre-proposal discovery baseline.
- Will it estimate effort automatically?
- It does not replace estimation models, but the summary surfaces scope and complexity signals to speed estimation.