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Templates / Form

Free Architecture Form Template

An architecture form covers contact details, project location, plan review needs, drawing budget, contractor plans, and how to handle snow loads, wind, and energy code.

Hyalite Line — Architecture Form template preview

Drawings can look finished and still come back with plan review comments, contractor questions, or code gaps that push the schedule into the next season. This architecture form gives the first conversation a structure that holds up, so the early decisions and risk flags don’t live in scattered emails.

The form opens with Commercial plans and code-ready drawings, then collects the basics and the project facts that change scope and price. Scope and risks points the client at the details that drive permitting and buildability, including the project address, whether Bozeman plan review approval is part of the path, budget for drawings, how the contractor will be handled, and notes on snow loads, wind, and MT energy code, under Raleway headings with Inter body text in indigo and green.

Commercial plans and code-ready drawings: Sets the context for the request and tells the client you’ll review the answers and reply with a proposed scope and estimate. Your name: Captures the client’s name as a required field. Where is the project?: Collects the project address so location-specific requirements don’t get guessed. Will this need Bozeman plan review approval?: Records whether the project goes to plan review, is exempt, or needs a city check. How should I handle snow loads, wind, and MT energy code?: Gives space for the client’s constraints and expectations on the key code drivers you’ll carry into the drawings.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What this form contains

1) Commercial plans and code-ready drawings

Opens the form with what the client is asking for and what happens next: you review the responses and follow up with a proposed scope and estimate.

2) Your name

Collects the client’s name as a required contact detail.

3) Email address

Collects a required email address so you know where to send questions and next steps.

4) Phone number

Collects an optional phone number for follow-ups when email isn’t enough.

5) Scope and risks

Frames the kind of information you need to price and assess code risk before you commit to a scope.

6) Where is the project?

Collects the project address as a required field, since jurisdiction and site conditions affect review and documentation.

7) Will this need Bozeman plan review approval?

Asks the client to choose whether the work will go to plan review, is exempt, or needs a city check.

8) What is your budget for drawings, start to finish?

Captures the client’s budget for the full drawing set so the estimate can match expectations.

9) Do you have a contractor or want drawings for bidding?

Records whether a contractor is already on board, the drawings are for bidding, or hiring comes later.

10) How should I handle snow loads, wind, and MT energy code?

Collects the client’s direction on structural and energy-code considerations that affect the drawing approach and coordination.

Who it is for

Commercial architecture studios, residential architecture practices, and heritage & restoration work that needs a clean intake before scope and estimating.

Language:

en

Category:

Last updated:

August 2026

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Questions about this form

What should an architecture intake form ask for first?

An architecture intake form usually starts with contact details and the project address, because those drive jurisdiction and follow-up. This form gathers name, email, phone, and location before it gets into permitting and code drivers.

Do I need to know the permit path before I send a form?

You don’t always need a final answer, but you do need to capture what the client believes the path is. This form includes a required question about Bozeman plan review approval with options for yes, exempt, or not sure.

How do you ask about budget for architectural drawings?

A direct question works best, as long as it names the whole effort. This form asks for the budget for drawings, start to finish, so the estimate and scope can match the number.

How do you confirm whether the client already has a contractor?

A multiple-choice question keeps the answer unambiguous. This form asks whether the client has a contractor, wants drawings for bidding, or will hire after permits or SDs.

What project risks should an architecture form capture early?

Early risks include code drivers and loads that change detailing and coordination. This form calls out snow loads, wind, and MT energy code in a dedicated question so those constraints don’t get missed.

Where do form submissions go after the client fills it out?

Responses get collected inside the [form](/product/forms), so you can review them before you reply with a proposed scope and estimate. Nothing else has to be connected to receive the answers.

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