Form and PDF templates
Each template is a ready-made form with a matching PDF. Pick one, change the questions and the look to fit your business, and share the link: your respondents answer and receive their document in seconds.
Quotes & invoices
See the Quotes & invoices categoryBusiness & services
See the Business & services category- Quote requestContact details, what the client needs, budget and deadline.
- Project briefA structured brief: goals, audience, scope, timeline and budget.
- Client onboardingEverything you need from a new client before you start.
- Discovery call requestLet prospects ask for a first call and tell you what they need.
- Customer feedbackA rating, a scale and a free comment.
- NPS surveyThe classic Net Promoter Score question with a follow-up.
- Support requestCollect the details needed to solve a problem quickly.
- Testimonial collectionAsk happy clients for a quote you may publish, with permission.
- Referral formLet clients recommend someone you could help.
- Order formA simple order with delivery details and notes.
- Cancellation requestLet customers cancel clearly and tell you why.
- Meeting requestLet people propose a meeting with an agenda.
Coaching & consulting
See the Coaching & consulting category- Coaching intakeGet to know a new coaching client: goals, history and expectations.
- Personal brand auditCollect what you need to audit someone's personal brand.
- Business audit questionnaireA deep intake before a business review or strategy session.
- Session feedbackShort feedback after a session or workshop.
- Training needs analysisFind out what skills a team or person wants to develop.
- Mentoring applicationApplicants explain who they are and what they want from a mentor.
- Wellness intake (non-medical)Lifestyle questions for a wellness or fitness client. Not a medical record.
- Career change questionnaireUnderstand where someone is and where they want to go.
- Profile photo submissionCollect a profile photo and a short bio.
Events
See the Events category- Event registrationAttendee details, dietary needs and a consent line.
- Workshop sign-upSign-ups with experience level and expectations.
- Wedding RSVPAttendance, guests, menu and a message for the couple.
- Speaker applicationCall for speakers: bio, talk proposal and requirements.
- Volunteer sign-upWho can help, when, and with what.
- Event feedbackQuick survey after an event.
- Photo and video releasePermission to use photos or video, with a signature.
- Booking requestVenue, studio or room booking with dates and needs.
- Catering orderHeadcount, menu and delivery for a catering request.
- Music or performer bookingEnquire about booking a band, DJ or performer.
Legal & administration
See the Legal & administration category- General consent formA signed consent with your own wording.
- Data subject access requestLet people ask for a copy of, or deletion of, their data (GDPR).
- Complaint formCollect complaints with facts, dates and what the person wants.
- Incident reportRecord who, what, when and where after an incident.
- Confidentiality acknowledgementPeople confirm they have read and accept a confidentiality notice.
- Authorisation letterOne person authorises another to act or collect something on their behalf.
- Expense declarationA signed declaration of expenses with receipts attached.
- Terms acceptance with signatureCollect a signed acceptance of your terms or quote.
- Confidential reportA form for confidential reports. Names are optional.
Housing & real estate
See the Housing & real estate category- Rental applicationA tenant application with income, references and consent.
- Deposit return requestA tenant asks for the security deposit back, with the facts.
- Property viewing requestBook a viewing and qualify the visitor.
- Maintenance requestTenants report a problem with photos and urgency.
- Move-out inspection checklistRecord the condition of each room when a tenant leaves.
- Landlord referenceA previous landlord confirms the quality of a tenancy.
- Property listing enquirySellers describe a property they want to list.
- Move-in handoverKeys, meter readings and first-day notes.
Hiring & HR
See the Hiring & HR category- Job applicationCandidate details, motivation, CV and availability.
- Candidate screeningShort pre-screen before a first interview.
- Employee onboardingNew hire details, emergency contact and equipment.
- Leave requestEmployees request time off.
- Expense claimEmployees claim back expenses with receipts.
- Exit interviewUnderstand why someone leaves and what could improve.
- Reference checkA referee answers questions about a candidate.
- Performance self-reviewEmployees reflect on achievements and goals.
- Employee satisfaction surveyAnonymous pulse survey for a team.
- TimesheetHours worked on a project during a week.
- Freelancer detailsCollect the details to pay and contract a freelancer.
Education & training
See the Education & training category- Course enrolmentStudent details, course choice and payment preference.
- Course feedbackLearners rate content, teacher and pace.
- Scholarship applicationAcademic background, motivation and documents.
- Parent permission slipA parent or guardian authorises a trip or activity.
- Tutoring intakeLearn what a student needs before the first lesson.
- Student applicationAdmissions form with documents.
- Exam or test registrationRegister for a test session.
- Class surveyShort survey for a class or cohort.
Home & trades
See the Home & trades category- Repair or service requestDescribe a problem, upload a photo and book a visit.
- Cleaning quoteSize, frequency and extras for a cleaning estimate.
- Moving quoteAddresses, volume and date for a moving estimate.
- Inspection reportA checklist to record the result of an on-site inspection.
- Proof of deliveryThe recipient confirms what was delivered, with a signature.
- Work completion certificateThe client signs off that the work was completed.
- Vehicle damage reportDocument damage on a rental or company vehicle.
- Car rental requestDates, licence and options for a rental.
- Pet boarding intakePet details, health notes and owner contact.
- Salon or beauty bookingAppointment request with service and notes.
- Table bookingDate, time, party size and requests.
Creative & media
See the Creative & media category- Design briefBrand, audience, style and deliverables for a designer.
- Website briefEverything needed to scope a website project.
- Photography bookingOccasion, date, location and style for a photographer.
- Podcast guest applicationGuests introduce themselves and suggest topics.
- Press enquiryJournalists tell you what they need and their deadline.
- Commission requestAsk an artist or maker for a custom piece.
- Model releasePermission for a photographer to use images of a person.
- Newsletter sign-up with interestsCollect subscribers and what they want to read.
Community & non-profit
See the Community & non-profit category- Membership applicationJoin a club, association or community.
- Donation pledgeSupporters state what they want to give.
- Grant applicationA project proposal with budget and documents.
- Report a local issueResidents report problems with a photo and a location.
- Community surveyAsk residents or members for their opinion.
- Sponsorship requestCompanies enquire about sponsoring your event or team.
- Volunteer hours logVolunteers record their hours for a signed certificate.
- Travel requestRequest approval for a trip with dates and costs.