Client intake forms

Briefs from clients, not from spam.

Tapzy gives agencies and freelancers a client intake form that works out a rough quote from the answers, takes a deposit and saves briefs and files to Google Drive. Sales pitches, link spam and throwaway emails are set aside before they reach your inbox.

Updated October 2026

Show “Book a demo” whenAll
Team sizeis50+
Budgetgreater than5,000
Any of
RolecontainsFounder
Phoneis filled
Quiz scoreQ1 + Q2 + Q38/10Ending: Passed

How it works

  1. 1

    Ask the right questions

    Service, budget, deadline and links. Logic follows up only where it matters.

  2. 2

    Quote and deposit

    A calculated field estimates the price. Take a deposit through Stripe or Dodo Payments.

  3. 3

    Work from one place

    Briefs land in Sheets, files in your Google Drive folder, and you book the call in the form.

Less back-and-forth before the work starts.

Instant estimates

Add up services, pages or hours into a total the client sees before sending.

Deposits

A fixed deposit or a share of the total, paid to your own Stripe or Dodo Payments account.

Files to Google Drive

Briefs, logos and signatures are copied into a Drive folder, one subfolder per client.

No pitches or link spam

The spam filter reads for sales pitches and link dumps. Accept business emails only if you like.

Book the call

A Scheduling field opens your Calendly or Cal.com calendar inside the form.

Feedback and testimonials

Close each project with a feedback form that asks permission to quote the client.

Questions

Can a form give a quote automatically?

Yes. A calculated field adds and multiplies answers, such as pages × price plus extras, and shows the total in the form. You can charge a deposit from it.

How do I stop sales pitches in my contact form?

Tapzy's spam filter reads each response for sales pitches, link dumps and scams and sets them aside with the reason. You can also accept business emails only and block senders or countries.

Where do uploaded files go?

Into Tapzy's private storage, and into a Google Drive folder you choose if you connect Drive, with a subfolder for each response.

Can clients book a call from the form?

Yes. Add a Scheduling field with your Calendly or Cal.com link.

Is Tapzy free for this?

You can build and share forms on the free plan, with no credit card. Some features, such as code verification, payments and removing Tapzy branding, need a paid plan. The pricing page lists what each plan includes.

Start projects with a clear brief.

Build your client intake form in minutes. Start free, no credit card.