Form templates provide a quick starting point for building structured forms. They help reduce setup time and offer ready-made layouts for common workflows such as onboarding, feedback collection, and lead capture.
You can browse and select templates when creating a new form. To access form templates:
Open the left sidebar > More > CRM
Click Forms
Select New Form
Choose to create a form from scratch or select from a library of pre-built templates.
Choose a template
The template library includes a wide range of ready-to-use options designed for common use cases. Examples include:
Client onboarding forms
Satisfaction surveys
Contact and lead capture forms
Each template includes pre-filled questions and structure, which you can modify as needed.
Customize a form template
Adjust branding and styling
Templates can be tailored to match your brand’s look and feel. You can customize:
Logo
Fonts
Background colors
Button styles and alignment
Edit template content
All questions and fields within a template can be edited. To edit template content:
Open the Content tab in the form builder
Add, remove, or modify questions
Reorder sections as needed
Templates are fully editable starting points:
You can modify all questions and fields
You can change structure and layout
You can reuse templates across different workflows
FAQs
Can I fully customize a template?
Yes. All elements of a template can be edited or removed.Do templates include predefined questions?
Yes. Templates come with pre-built questions that you can modify.Can I create a form without using a template?
Yes. You can start from a blank form if preferred.