About this template
This Banking Investment Approval Form is designed for financial institutions and investment firms to standardize the intake of new investment proposals. By centralizing requests, managers can ensure that every application includes the necessary business justifications, implementation timelines, and technical requirements before moving to the review stage.
Using this template via Doc2Form allows your team to move away from fragmented email threads and manual spreadsheets. It captures critical data points—such as business needs, database requirements, and implementation dates—in a structured format that integrates directly with Google Sheets for easy tracking and auditability. Whether you are managing internal IT rollouts or external client investment applications, this form provides a clear, professional interface for requesters to submit their details and for your team to maintain a consistent approval workflow.
Key features
- Standardize investment proposal data collection.
- Capture clear business justifications and project timelines.
- Track technical requirements and implementation status.
- Centralize all requests in a single, searchable Google Sheet.
- Enable easy attachment of supporting documentation via links.
Use cases
- Internal banking project investment requests.
- Client-facing investment application submissions.
- IT and database infrastructure upgrade approvals.
- Quarterly capital expenditure reviews.
What this form collects
- Requester Full Name (Short answer)Enter the name of the person submitting this request.
- Email Address (Short answer)Provide a professional email address for follow-up communications.
- Investment Title (Short answer)Provide a brief, descriptive title for the proposed investment.
- Business Need or Justification (Paragraph)Explain the strategic importance of this investment and the expected business outcome.
- Proposed Implementation Date (Date)Select the target date for project launch or investment execution.
- Technical & Database Requirements (Paragraph)Describe any specific database work or technical infrastructure needed for this request.
- Is this an emergency request? (Multiple choice)Select Yes if this requires immediate priority handling.
- Supporting Documentation (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the document you wish to attach.
FAQ
How does this template improve my approval process?
By using a structured Google Form, you eliminate missing information and ensure every requester provides the same baseline data, making reviews faster and more consistent.
Can I track the status of these requests?
Yes. Every submission is automatically logged into a Google Sheet, which you can use to add a 'Status' column to track pending, approved, or rejected investments.
How do I handle supporting documents?
The form includes a dedicated field for file links. Requesters can paste links from Google Drive, Dropbox, or other secure cloud storage providers.
Is this form suitable for sensitive financial data?
Google Forms provides robust security features. Ensure you are using a secure, authorized Google Workspace account to manage your form responses.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.