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      For internal teams seeking to enhance their project management and collaboration

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      For professional services companies aiming to streamline their entire delivery

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    • Learn how PSA works From sales handoff to billing: see the entire service delivery lifecycle
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Project Request Forms

Automate your project intake with custom forms
  • Take on more projects
  • Edit customers’ requests
  • Capture any type of information
  • Use pre-made templates
  • Create your custom request forms
Illustration showing a project management interface with task icons and a sidebar. Next to it is a custom form builder interface with a vertical toolbar of icons for text, checklist, date, and other form elements

Create your own form in 30 seconds

Custom forms are flexible and simple to create. Pick a name, drag and drop the fields you want, and save. Manage your project information in the most convenient way.

Project request form with sections for project summary, start date, requestor email, funding options, and project phase. An edit custom form popup with similar fields appears on the right, along with a card displaying project request details including creator and modification date
Custom form editor showing fields for project start date, project funding options, and project phase selection with permissions, notifications, and conversion rules settings on the right

Share and get any data you need with ease

Share and collect the data you need from team members and stakeholders in a matter of a click. Use a public URL to receive input from people outside your company or keep the data you need private.

Convert to projects and tasks quickly

Once you have collected the data, you can either analyze it or convert any submission into tasks or projects with a single click.

Save time for your team working with incoming project requests. Automatically apply a template to a newly created project or task. It only takes a few seconds for work request forms and proposals to turn into fully actionable projects.

IT Request Form interface with user profile, project creation details, and options to add record or edit the form
Automation builder interface for setting triggers and actions using the Birdview app

Try no-code Birdview automation

Connect Birdview to other essential applications with ease. Create custom workflows that automate routine tasks, including the project intake process, to save time and reduce errors.

Explore Birdview automation

What your teams can do
with сustom project request forms

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  • Lead Tracking
  • Sales Management
  • Deal Analysis
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  • Job Candidates
  • Interviews
  • Vacations
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  • Requests for IT Department
  • Document Templates
  • Sprint Planning
  • New Website Request Worm
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  • Risk Register
  • Change Requests
  • Meeting Minutes
  • Expense Tracking
Icon Surveys & RFQs
  • Customer Satisfaction Survey
  • Lessons Learned
  • Support Feedback
  • Marketing Services RFQ
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The visibility you need,
the confidence you deserve

Products
  • Birdview Project Management
  • Birdview Professional Services
  • Pricing
Features
  • Resource Planning
  • Resource Scheduling
  • Project Management
  • Billing and Invoicing
  • Budget and Costs
  • Collaboration Tools
  • Time Tracking
  • Reports and BI
  • Project Portfolio
  • Integrations
  • AI Assistant
  • Security
  • On-premise deployment
Solutions
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  • Business Consulting
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  • Advertising Agencies
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  • Oil and Gas Services
  • Manufacturing
Resources
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  • Project Management Guide
  • Project Finances Guide
  • PSA Guide
  • PM Report Examples
  • Blog
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  • Podcast
  • Publications
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