GOFORMZ PLATFORM BASICS

Create a Template for your digital form

Create a Template for your digital form in our drag-and-drop builder. You can digitize an existing form or start from scratch – no code required. Follow these step-by-step instructions and best practices for building a form Template.

Sign Up Free Request a Demo

What is a Template?

Forms are generated from Templates. A Template is essentially a blueprint for your digital document. You use your Template to define your digital document’s formatting, data fields, and features. Once your Template is set up, you can use it to generate forms to fill out.

invoice signature image, a map field, and an electronic signature.

How to create a Template for your form

1. Upload a PDF or JPG of your form

Upload an existing form (or start from scratch) in the GoFormz Template Editor.

2. Drag-and-drop fields onto your Template

Add data fields (like images, text, and eSignatures) and basic design elements (like logos) to your Template.

3. Customize formatting, logic, and features

Configure formatting (like the color and font of your fields), add requirements and conditional logic, and more.

Learn how to fill out forms from your Template

Add powerful features to your Template

Table icon Tables
logo icon Logos
GPS and Mapps icon GPS & Maps
Calculations icon Calculations
Checkboxes icon Checkboxes
Auto-Fill Fields icon Auto-Fill Fields
RMK Trucking logo Images
Gunter logo eSignatures
And More Icon And More!
Arc American logo Tables
Gunter logo Logos
Gunter logo GPS & Maps
Gunter logo Calculations
Gunter logo Checkboxes
Gunter logo Auto-Fill Fields
RMK Trucking logo Images
Gunter logo eSignatures

Pre-fill form fields with information

Configure key fields to instantly populate with information when a new form is generated – accelerating form completion and eliminating opportunities for missing or incorrect data.

invoice signature image, a map field, and an electronic signature.
Custom reports with your most relevant form data.

Publish updates to your Templates at any time

Updating your digital form Templates is easy. With Template Versioning, form builders can easily publish updates to existing Templates, without impacting previously collected data or forms.

Template Building Video Guides

Speak to a GoFormz expert today

Looking for more guidance? Schedule a call with a GoFormz specialist and learn everything you need to know about getting started.

Schedule a Demo

Digital Form Template FAQs

What is the difference between a Form and a Template?
A Template is the blueprint of your digital form—where you define the layout, formatting, logic, and data fields. It serves as the standardized model for your documents.

A Form is a fillable copy generated from a Template. Forms are what users complete on mobile devices or online, capturing real-time data while maintaining the structure defined by the original Template.

To learn more, read our full guide on the differences between Templates and forms.
Can I download a fillable PDF version of my form?
No, GoFormz does not support exporting forms as fillable PDFs. Instead, GoFormz replaces the need for traditional fillable PDFs by offering a fully digital, interactive form experience within our platform. Forms are designed to be completed using the GoFormz mobile app or web interface, enabling advanced features like conditional logic, real-time data sync, offline access, and workflow automation.

Learn more about converting PDFs into fillable online forms.
How do I build a Template from scratch?
To build a Template from scratch, log in to GoFormz on your computer and access the Template Editor. If you don't have an existing form to upload, you can start fresh using our List View builder. In List View, you can create a structured index of fields—organized into sections and tabs—allowing for easy navigation and customization. You can also use design elements, referred to as Page Elements, to build a form from scratch.

This flexible approach is ideal for designing forms from the ground up while ensuring clarity and consistency across teams.

Explore our step-by-step guide on creating a Template to get started.
Can I create form templates to reuse across my organization?
Yes, GoFormz enables you to create reusable form templates that promote consistency and efficiency across your organization. Once you've designed a form—complete with fields, logic, and branding—you can save it as a Template. These Templates can be deployed company-wide, assigned to specific teams or user groups, and updated centrally as needed.

Any changes made to a Template are automatically reflected in all future forms generated from it, ensuring standardization and streamlining change management.

Learn how to build and manage Templates in our step-by-step guide.