Client intake template
Proposal & fee quote template.
Prospects describe their business; answers add up an estimated monthly fee, and they receive a Good / Better / Best proposal.
What it produces
Three-tier proposal with an estimated fee
6 questions, with the document set up and ready to review. Every response becomes a draft your team checks before anything reaches the client.
- 01Start from the templateOpen it in OneForm and change anything — or ask OneFormAI to.
- 02Share it with clientsSend the link or embed it on your site. Clients answer one question at a time.
- 03Review and sendOneForm drafts the three-tier proposal with an estimated fee. You approve it and it's emailed as a branded PDF.
Questions included6
- 1What would you like help with?
- 2Roughly how many transactions a month (bank + card)?
- 3How many people are on payroll?
- 4In how many states do you do business?
- 5How up to date are your books?
- 6Where should we send your proposal?
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