Trade Show Booth Design Intake Form

Streamline Your Trade Show Booth Design Process

Trade shows are high-stakes opportunities to showcase your brand, connect with potential customers, and stand out from competitors. But creating an effective booth design requires detailed planning and clear communication between clients and designers. That's where this Trade Show Booth Design Intake Form comes in.

Built with Paperform, this template is designed specifically for creative agencies, exhibit designers, and marketing teams who need to gather comprehensive project details upfront. Instead of endless email chains and scattered information, you'll capture everything—from booth dimensions and branding assets to traffic flow requirements and interactive component preferences—in one organized submission.

Why This Template Works for Creative Professionals

For graphic designers, event marketers, exhibit fabricators, and creative agencies, this form eliminates the back-and-forth of traditional client intake. The doc-style editor makes it easy to customize questions for your specific design process, while conditional logic ensures clients only see relevant follow-up questions based on their booth size and interactive needs.

The form captures critical details like electrical requirements, storage needs, lead capture preferences, and ADA compliance considerations—all the technical specifications that can derail a project if missed early on. Plus, with file upload fields for logos, brand guidelines, and inspiration images, you'll have all creative assets organized from day one.

Automate Your Design Workflow

Once a client submits their booth design brief, you can use Stepper to automatically create project folders, notify your design team, generate client proposals, and update your project management system. For example, when a client selects a 20×20 booth with interactive displays, Stepper can trigger a workflow that assigns the right specialists, creates a detailed timeline, and sends a custom quote based on their specifications.

If your intake process includes contracts or creative agreements, Papersign lets you turn form submissions into legally binding documents that clients can sign electronically—keeping your entire workflow in one connected ecosystem.

Designed for Agencies and In-House Teams

Whether you're a boutique creative studio managing multiple trade show clients or an in-house marketing team coordinating with external fabricators, this form adapts to your workflow. The template includes thoughtful sections for budget ranges, event timelines, competitor awareness, and success metrics, ensuring alignment before design work begins.

With Paperform's native integrations, submissions can flow directly into your CRM, project management tools, or Google Sheets, while AI Insights can help you identify trends across multiple client briefs—like common interactive element requests or popular booth configurations.

Ready to elevate your trade show booth design intake? Start with this template and customize it to match your creative process, branding, and client experience standards.