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Business templates

Seven templates for common business workflows.

Contact Form

A clean way for visitors to get in touch with your team.

Includes:

  • Full name
  • Email address
  • Phone number
  • What is this about?
  • Your message

Quote Request

Let prospects request a custom quote with all the details you need.

Includes:

  • Name and company
  • Email address
  • Service required
  • Project size or quantity
  • Preferred timeline
  • Budget range
  • Project details (file upload)

Order Form

Take product or service orders with quantities and contact details.

Includes:

  • Customer name
  • Email address
  • Phone number
  • Product
  • Quantity
  • Delivery or collection address
  • Special instructions

Invoice Request

Collect billing details from clients before issuing an invoice.

Includes:

  • Legal company name
  • Billing address
  • Accounts payable email
  • Purchase order number
  • VAT / tax registration number
  • What is being invoiced?

Client Onboarding

Gather everything you need from a new client in one form.

Includes:

  • Company name
  • Primary contact and role
  • Project goals and objectives
  • Target audience
  • Key deadlines
  • Brand assets (file upload)
  • Budget range

Vendor Registration

Onboard new suppliers and vendors with their company and tax details.

Includes:

  • Legal company name
  • Registered address
  • Company registration number
  • VAT / tax identification number
  • Goods or services offered
  • Finance contact and email
  • Compliance documents (file upload)

NDA Signing

A lightweight non-disclosure agreement with a digital signature.

Includes:

  • Full name
  • Company
  • Email address
  • I have read and accept the terms (Yes/No)
  • Typed signature
  • Date

Every template is fully editable - add, remove, reorder or rename any field after you create your form. Browse them all in the templates gallery.

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FAQs

Saving custom templates isn't available yet — it's on the roadmap. The closest workaround is duplicating an existing form (three-dot menu → Duplicate) to reuse its structure.

No. Every template is fully editable after creation. Add, remove, reorder, or rename any block.

Templates ship with sensible defaults but no styling — pick a style separately in the creation wizard or change it later from the Style panel.