Intake sheet: Fill out & sign online

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

The best way to edit Intake sheet in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Adjusting documents with our feature-rich and user-friendly PDF editor is easy. Follow the instructions below to fill out Intake sheet online easily and quickly:

Log in to your account. Sign up with your email and password or register a free account to test the service prior to upgrading the subscription.
Import a document. Drag and drop the file from your device or import it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit Intake sheet. Effortlessly add and underline text, insert pictures, checkmarks, and icons, drop new fillable fields, and rearrange or remove pages from your document.
Get the Intake sheet completed. Download your modified document, export it to the cloud, print it from the editor, or share it with other people using a Shareable link or as an email attachment.

Take advantage of DocHub, one of the most easy-to-use editors to rapidly manage your documentation online!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Contact us

How do I create an intake form?

How to create a client intake form Step 1: Click on Create New Form. ... Step 2: Select if you want to create from scratch or if you prefer to use a free template. ... Step 3: Name your Form. ... Step 4: Drag and drop the form fields. ... Step 5: Put the fields applicable to your business. ... Step 6: Format each field.

What should be on an intake form?

Questions to include in your new client intake form Your client's name, surname, and contact information (mobile number, email address, home address, website, etc) Information about your client's business and brand (if applicable) Your client's budget (if applicable)

What is the purpose of an intake form?

A client intake form is a questionnaire an agency uses to essentially onboard its clients. It asks a client to provide information that can help an agency both determine whether that client is a good fit for its services and shape a strategy to address that prospect's needs, interests, and pain points.

How do you make an intake sheet?

How to create a client intake form Step 1: Click on Create New Form. ... Step 2: Select if you want to create from scratch or if you prefer to use a free template. ... Step 3: Name your Form. ... Step 4: Drag and drop the form fields. ... Step 5: Put the fields applicable to your business. ... Step 6: Format each field.

What is an intake sheet?

An Intake Sheet uses the data collected to populate the Summary section (or profile data) of your project sheets automatically. The Intake Sheet standardizes and restricts access to profile data for each project. Locking items like Budget or Project Due Date prevents team members from changing important data points.

Related forms

be ready to get more