Briefs & Proposals

Brief Templates

Build structured intake templates with 30+ field types — text, dropdown, file upload, date pickers, budgets, and more. Define required fields, set defaults, and organize sections with drag-and-drop.

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30+ Field Types

Go far beyond simple text fields. Brief templates support rich text, dropdowns, multi-select, file uploads, date pickers, number inputs, currency fields, URL inputs, email fields, checkboxes, radio groups, sliders, color pickers, and many more. Each field type has validation rules, placeholder text, and help descriptions that guide clients and team members through the brief creation process.

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Drag-and-Drop Organization

Arrange fields in the exact order that makes sense for your workflow. Group related fields into collapsible sections — creative requirements, budget details, timeline, target audience. Reorder entire sections or individual fields with drag-and-drop. Templates stay organized even as you add dozens of fields across multiple categories.

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Required vs Optional Fields

Mark fields as required to ensure you always capture critical information, or leave them optional for nice-to-have details. The brief submission form enforces required fields before allowing submission, preventing incomplete briefs from entering your workflow. Optional fields expand on hover to keep the form clean.

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Template Library

Save templates for different brief types — campaign briefs, social content requests, video production briefs, website projects. Each template captures the unique information that workflow needs. Duplicate existing templates to create variations without starting from scratch. Templates are versioned so in-progress briefs continue using the version they started with.

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