Briefs & Proposals

Template Builder

Visual template editor with live preview, field configuration panels, section grouping, and default value management. Design professional intake forms without code.

01

Visual Field Editor

Each field has a configuration panel where you set the label, placeholder text, help description, validation rules, and default value. Preview how the field will look to brief creators in real time. Toggle between edit mode and preview mode to see the full template as your team and clients will experience it.

02

Section Grouping

Organize fields into logical sections with custom headers and descriptions. Sections can be collapsed by default to keep long templates scannable. Add section-level instructions that appear above the fields — perfect for explaining what information you need and why you need it for each part of the brief.

03

Field Validation Rules

Set minimum and maximum character counts for text fields, restrict file uploads to specific formats and sizes, define number ranges for budget fields, and require specific date ranges for timeline fields. Validation errors appear inline as users fill out the brief, catching issues before submission rather than during review.

04

Default Values & Prefills

Set sensible defaults for fields that commonly have the same value — default currency, standard deliverable sizes, typical timeline lengths. When team members or clients start a new brief from this template, defaults are pre-filled so they only need to change what is different from the norm.

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