About this template
Streamline how your team requests brochures, flyers, digital assets, and campaign materials with this Marketing Collateral Request Form. Designed for marketing departments, agencies, and internal creative teams, this form standardizes the intake process so you receive all the crucial project details upfront—eliminating endless email threads and missing asset requirements.
This template captures everything needed to kick off a project successfully, including department details, specific collateral types, project timelines, target audiences, core objectives, and budget or vendor preferences. Requiring clear specifications from the start helps project managers prioritize workloads, allocate resources effectively, and deliver high-impact marketing materials on schedule.
Built for instant deployment using Doc2Form, you can customize every question to fit your organization's unique workflow. Whether you are launching a new product line or preparing for a corporate event, this template ensures your marketing operations run smoothly and transparently from request to delivery.
Key features
- Standardize marketing asset requests and project specifications
- Collect project timelines and target audience details in one step
- Specify resource requirements and brand guidelines upfront
- Reduce back-and-forth emails between departments and creative teams
- Instantly generate a ready-to-use Google Form with Doc2Form
Use cases
- Internal department requests for sales decks and brochures
- Agency client brief submissions for new campaign materials
- Product launch collateral planning and asset production
- Event-specific marketing material requests and banner design
What this form collects
- Full Name (Short answer)Enter your first and last name.
- Department or Team (Short answer)Specify the department or business unit requesting this collateral.
- Collateral Type (Dropdown)Select the primary type of marketing material you need.
- Project Timeline / Deadline (Date)When do you need the final assets delivered?
- Project Description (Paragraph)Describe the project, its core objectives, and what you want to achieve.
- Target Audience (Short answer)Who is the intended audience for this collateral?
- Core Purpose & Messaging (Paragraph)What key message or call to action must be included?
- Vendor or Platform Preferences (Short answer)List any specific printers, software formats, or publishing channels required.
- Resources, Guidelines, and Attachments (Paragraph)Please paste a link to your file (Google Drive, Dropbox, etc.) or describe the brand guidelines and reference materials you wish to attach.
- Marketing Manager Sign-Off (Short answer)Enter the name of the marketing manager approving this request.
FAQ
What is a marketing collateral request form?
It is a structured intake form used by teams to request marketing assets such as brochures, digital ads, flyers, or presentations, ensuring designers have all necessary details before starting.
How does Doc2Form help with this template?
Doc2Form instantly transforms document briefs or templates into a fully functional Google Form, allowing you to start collecting structured requests in seconds.
Can I customize the questions on this form?
Yes! Once your Google Form is generated, you can add, remove, or edit any fields to match your team's exact workflow and branding.
Who should fill out this form?
Internal department heads, sales reps, or clients who need specific marketing materials produced for campaigns, events, or general business use.
How can I track submissions?
All responses are automatically saved in Google Sheets linked to your Google Form, making it easy to review, prioritize, and manage incoming requests.
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.