Project Discovery Wizard
A guided multi-step intake for project scope, goals, budget, and timeline.
Fields
12
Steps
3
Integrations
4
Source
Free
Template preview
Project Discovery Wizard
Ready to customize in the builder
Contact Name
Short text · Required
Email · Required
Company Name
Short text · Optional
Website URL
URL · Optional
Why this template works well
This layout is already tuned for real submissions, so you can customize it and ship without rebuilding the structure from scratch.
Sends data to
Fields included
12 input fields · 2 pages
Contact Name
Company Name
Website URL
Project Type
Key Services Needed
Current Workflow
Success Metric
Estimated Budget
Desired Timeline
Need Proposal By
Supporting Brief
Frequently asked questions
How do I use the Project Discovery Wizard template?
Pick the template when creating a new form in Flowvi, customize the fields to match your needs, then publish and share your form link. Every submission automatically routes to your connected integrations.
Can I customize the fields?
Yes. Every field in this template can be edited, renamed, re-ordered, or removed. You can also add new fields from the Flowvi field library.
Does this template work on mobile?
Flowvi forms are fully responsive and work on any device — desktop, tablet, or mobile. Submissions look great everywhere.
How are submissions handled?
Each form submission is stored in your Flowvi dashboard and instantly forwarded to all your connected integrations (email, Slack, Google Sheets, WhatsApp, and more).
Is the free plan enough to try this template?
Yes. The Free plan lets you create and use any template with up to 100 submissions per month. Upgrade only if you need more submissions or advanced features.