Templates
Free form templates, ready to send
Pick a starting point, change anything you like, and every submission lands in a CRM instead of an inbox.
85 templates
- 360-degree feedback form — multi-rater developmental feedback that actually changes behaviorA 360-degree feedback form built around developmental use rather than evaluation — multi-rater intake from manager, peers, direct reports, and self with anonymity preservation, competency-model integration, self-perception-gap analysis, and coaching follow-up structure.
- API Integration Request Form TemplateCapture developer and partner integration requests with structured technical intake — integration type, use case, expected volume, OAuth scope, security posture, and specific requirements. Replaces the developers@ inbox where requests die between feature questions and the engineering on-call.
- B2B Partnership Proposal Form TemplateStarter+Replace the partnerships@ inbox with a structured form that captures partnership type, audience overlap, proposal summary, and value-exchange thesis before the BD team reads. Filters strategic-fit partnerships from vendor pitches in disguise.
- B2B Sales Callback Request Form TemplateCapture 'talk to sales' requests with the data your AEs actually need before the call — work email, company, headcount, topic, time zone, best time to call — and route to the right rep based on size, region, and product line. Replaces the contact form your prospects use to book a Calendly slot 18 hours from now.
- Benefits Enrollment Form TemplateRun employee benefits enrollment with a structured form — health plan election, dental, vision, life insurance, HSA contribution, dependents, and 401(k) deferral. Built for US open enrollment season, Spanish retribución flexible, and Brazilian benefícios corporativos across health, retirement, and lifestyle benefits.
- Bereavement Leave Request Form TemplateCapture bereavement leave requests with a respectful, low-friction form that prioritizes the employee's emotional state over documentation rituals. Honors the relationship-based day allowances under US state laws (California AB 1949), Spanish Estatuto Art. 37, and Brazilian CLT Art. 473 §I — with room for the modern expansions (reproductive loss, pet bereavement, extended family).
- Beta tester application template — qualify the right testers for a productive betaA qualification form for closed-beta cohorts that captures who would actually use your product — current stack, problem acuity, weekly commitment, preferred feedback channel, and NDA acknowledgement — so your beta produces real signal instead of polite enthusiasm from sign-up tourists.
- Birthday party invitation template — every guest detail in one formStarter+A birthday-specific invitation and RSVP form that captures the details generic RSVP forms miss — dropoff vs. stay-with-child, parent contact for kids, dietary restrictions, gift preferences, and pickup time — so you can plan for the right number of chairs, slices, and goodie bags.
- Bug report form — capture reproducible reports that engineers can actually fixStarter+A structured bug-report form with the field that most teams skip — steps-to-reproduce as required text — plus auto-captured browser, OS, app version, URL, and timezone metadata that eliminates 80-90% of the follow-up clarification engineers usually have to send.
- Business Card Request Form TemplateCapture business card orders with structured intake — name, title, contact details, quantity, special requests like bilingual versions or professional licensing numbers. Built for brand-consistency workflows with print vendor integration (Moo, Vistaprint, Got Print) and digital business card alternatives (HiHello, Popl, Linq, Blinq).
- Cancellation survey — capture churn reason without trapping the userA cancellation flow that captures the single most-economically-valuable data point in your retention stack — the genuine churn reason — and routes conditional save attempts (pause, downgrade, discount, roadmap fast-track) without violating FTC click-to-cancel, EU consumer rights, or Brazilian CDC + Procon expectations on easy cancellation.
- Client Onboarding Questionnaire TemplateStarter+Capture everything you need before the kickoff call — business basics, stakeholders, brand, tech stack, goals, billing terms, and the DPA signature — in a structured questionnaire that replaces the email-and-Slack discovery scramble. Used by agencies, freelancers, consultants, accountants, and lawyers.
- Complaint form template — turn every complaint into a recovery opportunityStarter+A structured complaint form that captures the order number, category, severity, and the resolution the customer actually wants — so your support team starts solving instead of asking three follow-up questions.
- Course enrollment form template — convert decided buyers into ready-to-start studentsA post-decision enrollment form built for creator courses, bootcamps, and cohort programs — captures payment plan choice, cohort dates, prior experience, learning goals, and refund-policy acknowledgement so your students start the course already onboarded, not waiting for setup emails.
- Creator partnership form — turn brand outreach into qualified dealsA structured intake for brand partnership inquiries that captures the fields creators actually need to quote and qualify a deal — campaign type, deliverables, content rights, exclusivity period, brand-safety, and disclosure context — so the first reply is a real proposal, not a back-and-forth questionnaire.
- Cybersecurity Consultant Discovery Form TemplateStarter+Qualify cybersecurity engagement prospects with a structured discovery — regulated data, cloud environment, existing controls, top risks, incident history, stakeholder map, timeline, and budget. Built for vCISO firms, pen test teams, SOC 2 / ISO 27001 advisors, and security consultancies replacing the generic 'free security assessment' lead-magnet with a real qualification flow.
- D&I and belonging survey form — measure composition and inclusion without compliance gapsStarter+A D&I survey form built for the regulatory reality of 2026 — GDPR Article 9 and LGPD Article 11 compliant handling of sensitive demographic data, re-identification thresholds for intersectional analysis, voluntary self-identification with "prefer not to say," and integration with Lattice DEIB, Culture Amp Diversity Inclusion Index, Workday Belonging.
- Data Deletion Request Form TemplateAccept data subject deletion requests with a structured form that captures identity verification, scope of deletion, sub-processor propagation requirements, and the 30-day response clock. Built for GDPR Article 17, LGPD Article 18 §VI, CCPA/CPRA, UK GDPR, and the patchwork of US state privacy laws (Virginia, Colorado, Connecticut, Utah, Texas, Oregon, Montana, Iowa, Tennessee).
- Demo Feedback Form TemplateStarter+Capture post-demo feedback from prospects with structured ratings (use-case fit, presenter effectiveness, pacing, clarity), open-text reactions (most valuable, confusing, open questions), objection-tagging (price / implementation / feature gap / security / politics / proof), and best-next-step commitment. The feedback loop sales orgs use to improve demo close rate.
- Desk Reservation Form TemplateCapture desk reservations for hot-desking and hybrid work — date, floor, desk preference, and duration. Built for hybrid programs with anchor days (engineering Tuesday-Thursday, sales Wednesday-Friday), team neighborhoods (the design team always sits together on Floor 3 east side), and the office-portfolio analytics that drive rightsizing decisions.
- Digital product checkout — sell ebooks, templates, presets, and downloads in one formA frictionless checkout for digital products that captures only what payment, tax compliance, and delivery require — email, name, country, VAT/tax ID if B2B — and triggers download link, license key, or account access on confirmation.
- Ebook download form — the highest-volume top-of-funnel form in your stackStarter+A conversion-optimized ebook download form that captures the right amount of lead data without sacrificing conversion — email, name, segmentation fields when they matter, and unbundled GDPR/LGPD-compliant marketing consent — then delivers the PDF instantly.
- Employee Awards Nomination Form TemplateCapture employee recognition nominations with structured intake — award category, specific contribution examples, and the narrative justification that turns generic nominations into meaningful awards. Built for recognition programs that move beyond 'employee of the month' theater into real culture-shaping signals.
- Employee Coaching Session Note TemplateStarter+Capture manager-employee coaching sessions with structured intake — session type, focus topic, what's going well, challenges, agreed action items, and follow-up date. Distinct from performance review: coaching is forward-looking development, not backward-looking evaluation. Built for coaching cultures that take 1-on-1s seriously.
- Employee engagement survey — measure workforce mood without producing noiseStarter+An engagement survey with the methodology choice that matches your org (Gallup Q12, eNPS, custom pulse) — plus the three operational pillars that determine whether the survey produces signal or noise: anonymity guarantee, quarterly cadence, and closed-loop action planning.
- Employee referral form — capture serious referrals, not spray-and-pray bonus farmingStarter+An employee referral form built around the candidate-quality observation field that separates serious referrals from bonus-farming, with bonus-tier structure, candidate-consent compliance for GDPR/LGPD/CCPA, and direct integration with your ATS pipeline.
- Employee Registration Form TemplateRegister employees for internal events, training sessions, ERG meetings, all-hands, lunch-and-learns, and benefits enrollment events with a structured form. Captures session preference, attendance mode, dietary restrictions, accessibility needs, and manager approval routing — all the data event coordinators actually need before the program.
- Employee Suggestion Box Form TemplateStarter+Capture employee suggestions and ideas with structured intake — category routing, expected impact, optional anonymity, and a whistleblower-protected channel for compliance concerns. Built for engagement programs that actually act on suggestions (not the suggestion box that collects ideas but produces no visible action).
- Exit interview form — capture departure signal that's actually actionableStarter+An exit-interview structure built around the patterns that produce actionable signal — post-exit 30-60 day follow-up alongside the last-day interview, aggregated pattern analysis rather than individual-decision reactions, and manager-attribution mitigation through optional anonymous routing.
- Expense Report Form TemplateStarter+Collect business-expense submissions with line items, receipts, project allocation, and policy acknowledgment — built for teams that need audit-defensible documentation without committing to a $10/user/month T&E platform. Handles US accountable-plan rules, Spanish VAT recovery, and Brazilian NF-e capture in one workflow.
- Feature prioritization survey — turn user preference into roadmap signalStarter+A structured prioritization survey for the candidate features your team is actually evaluating — MaxDiff for clean preference data, ranking for simple comparison, buy-a-feature for engaged trade-off thinking, Likert importance for breadth — with results that feed Productboard, Canny, Linear, or Aha without manual entry.
- Feature request form — capture problems, not just solutionsA feature-request form built around the most-undervalued question — "what problem are you trying to solve" — so the product team can think of multiple solutions including ones the user didn't imagine, with direct integration into Canny, Featurebase, Headway, Productboard, Linear, or Sleekplan.
- Free Appointment Booking Form TemplateLet clients book you without the email ping-pong. Pick a service, pick a time, confirm — then the booking lands in your CRM with a reminder already scheduled.
- Free Contact Form Template with Built-in CRMDrop a polished contact form onto your site in two minutes. Every submission lands as a contact in your CRM — ready to follow up, assign, and close.
- Free Customer Feedback Survey TemplateStarter+Ask the right questions and actually read the answers. This template pairs rated questions with structured follow-ups so you end the month with themes, not a wall of text.
- Free Donation Form TemplateCapture donations with suggested amount tiers, monthly recurring options, and an in-honor-of field — then turn every donor into a Contact your org can steward for the long term, not just thank once and forget.
- Free Event Registration Form TemplateLaunch a polished registration page in minutes. Collect attendee details, track RSVPs, and sync every signup to your CRM — without glue code or spreadsheet exports.
- Free Food Order Form Template for Restaurants & CaterersTake catering, takeout, and pre-orders from your own site. Menu items, pickup time, allergy notes — every order lands in one place, no third-party delivery cut.
- Free Freelance Quote Form TemplateStarter+Stop the "what's your budget?" email tag. This intake captures the budget range, timeline, scope, and references up front — so your first reply is a real quote, not a list of questions.
- Free Job Application Form Template with Resume UploadStarter+Give candidates a clean application experience and give your team a single place to review. Resume uploads, screening questions, and pipeline stages — no ATS subscription required.
- Free Lead Capture Form Template with Built-in CRMStop losing warm leads in an inbox. This template captures the fields your sales team actually needs, then drops every lead straight into the pipeline.
- Free Meeting Request Form TemplateCapture topic, agenda, required attendees, duration, and preferred times in one form — so the meeting starts on the topic, not on "what are we here for?" Every request creates a Contact in your CRM, ready to schedule.
- Free Membership Application Form TemplateRun application-and-approval for clubs, associations, gyms, and curated communities. Every applicant lands in your CRM pipeline, ready for review by an admin — not instant sign-up.
- Free Merch Order Form Template for Creators & TeamsRun a pre-order, a team store, or a limited drop without a full ecommerce stack. Size picker, shipping details, payment — every order lands in your CRM, fulfillment-ready.
- Free Newsletter Signup Form TemplateStarter+Capture subscribers on a fast, mobile-friendly page. Every signup lands in your CRM with topic tags attached — ready to segment, export, or message directly from Instaform.
- Free NPS Survey Template with Automatic ScoreStarter+Ship a proper NPS in two minutes. Promoters, passives, detractors split automatically — with a comment field so you know why, not just how many.
- Free Online Trivia Quiz TemplateSpin up a trivia round in minutes with multiple-choice questions, auto-scoring, and a leaderboard view. Capture players as Contacts so the same crowd is one click away the next time.
- Free Party RSVP Form TemplateDrop a link in the invite and watch your guest list build itself. Meal choices, plus-ones, kid counts — captured in one place instead of scattered across texts and DMs.
- Free Personality Quiz TemplateA BuzzFeed-style quiz that captures the email before showing the result, then tags each respondent by archetype in your CRM. One quiz can power four different welcome sequences, one for each type.
- Free Photography Inquiry Form TemplateCapture shoot type, date, location, vision, and budget in one polished page. Filter inquiries by date and budget the same morning they land — so you reply to the in-scope ones first and stop wasting hours on mismatched briefs.
- Free Product-Market Fit Survey TemplateThe Sean Ellis PMF survey, ready to send. Filter for "very disappointed" users to find your real ICP, your sharpest positioning copy, and your roadmap priorities — all from one short questionnaire.
- Free Registration Form TemplateA clean general-purpose registration form for courses, communities, memberships, and beta programs. Every signup creates a Contact in your CRM tagged with the attribution source, ready for the welcome sequence.
- Free Support Ticket Form Template for IT & OperationsStarter+Run an internal helpdesk without paying for Zendesk. Priority, category, description, attachment — every ticket lands in a queue you can triage, assign, and close.
- Free Volunteer Sign-Up Form TemplateRecruit, schedule, and confirm volunteers without juggling a spreadsheet, a group chat, and a printout. Every signup creates a Contact record that travels with them from interest to thank-you note.
- Free Waitlist Signup Form TemplateStarter+Build a waitlist that earns its spot on your launch day. Email capture, optional referral tracking, and a segmented CRM list you can actually invite in batches.
- Free Webinar Registration Form TemplateCapture name, company, title, and audience questions before the event. Every registrant lands in your CRM tagged with their seniority and ICP fit — so sales can follow up on the warmest leads the same day.
- Free Wedding RSVP Form TemplateStarter+Send a polished RSVP link with the save-the-date and watch your guest list build itself. Meal choices, dietary notes, plus-ones — all in one place instead of scattered across texts.
- Internal Transfer Request Form TemplateCapture employee internal transfer requests with structured intake — current and desired role, skills match, transfer rationale, current manager notification, and handoff plan. Built for talent mobility programs that prefer internal moves to external hires — typically 40-60 % cheaper, 2-3x faster, and a major retention lever.
- Internship application template — built for student programs, not general hiringStarter+A purpose-built intake form for internship cohorts — school + program, expected graduation, availability, CV upload, portfolio link, and the work-authorization details (OPT/CPT, visa status, school enrollment proof) that internship-specific compliance actually requires.
- Key Card Request Form TemplateCapture key card and badge access requests with structured intake — employee identity, reason, access level, specific areas, and manager approval. Built for physical security teams managing the onboarding/offboarding lifecycle with audit-grade documentation for SOC 2 physical access controls, ISO 27001 Annex A.7, PCI-DSS Requirement 9.
- Lead-magnet personality quiz — the highest-converting top-of-funnel form in DTCA conversion-optimized "which X are you?" quiz with branching logic, archetype scoring, a personalized result page, and a strategically-placed email gate — the same funnel pattern Curology, Function of Beauty, Care/of, and Bright Cellars built nine-figure businesses on top of.
- Maintenance Request Form TemplateStarter+Capture facilities maintenance requests with structured intake — location, category, urgency, description, and photo. Built for facilities ops teams that prioritize by SLA tier, route to the right vendor, and produce the documentation that ISO 41001, building-safety codes (NFPA, AVCB, CTE), and insurance carriers expect.
- Market research survey template — research-grade methodology, no PhD requiredA research-methodology-aware survey template with screening questions, attention checks, randomized question order, conditional logic, and structured incentive handoff — built for the kind of survey where you actually need defensible data, not casual feedback.
- Mobile app feedback — protect your store rating and capture real signalStarter+A sentiment-gated mobile feedback form that routes happy users to App Store and Play Store ratings, captures detailed product-team feedback from neutral users, and routes unhappy users to support before they leave a 1-star review — all with auto-captured device, OS, and session metadata.
- Parking Permit Application Form TemplateCapture corporate parking permit applications with structured intake — employee identity, vehicle details, preferred lot. Built for facilities ops managing limited parking inventory in hybrid offices, where allocation priority (accessibility, EV charging, executive, longtime employee) matters more than ever as corporate real estate downsizes and parking ratios get reconsidered.
- Payroll Change Request Form TemplateStarter+Capture employee payroll changes with a structured form — direct deposit, tax withholding (W-4 / Modelo 145 / Declaração de IRRF), address, name change, deduction adjustments. Captures the supporting documents required for the change to be valid against payroll, with cutoff-date awareness to ensure the change lands in the right pay period.
- Performance review form — built for the way reviews actually work in 2026A performance review form designed for the continuous-feedback era — self-assessment with accomplishments + challenges, manager review with structured strengths/development framing, goal-setting for the next cycle, and calibration-ready output that integrates with Lattice, 15Five, Culture Amp, Workday, or Brazilian and Spanish HR-tech stacks.
- Pet adoption application template — match the right pet to the right homeA thorough adoption application that filters for fit before a home visit — household, housing type, other pets, vet references, work schedule, and why this specific animal — all in one structured form that routes to your adoption coordinator.
- Pricing Feedback Survey TemplateCapture pricing perception from existing customers and users — value rating, current plan, willingness to pay more, feature-set that justifies higher pricing, and competitive position. The structured input your pricing committee uses for the quarterly review your CEO has been postponing.
- Product review form — capture verified, compliant reviews that drive conversionStarter+A review-capture form with star rating, title, body, photo/video upload, verified-purchase tag, and the incentivized-review disclosure that the FTC's fake-review rule and the EU Omnibus Directive now require — built to feed your Trustpilot, Yotpo, Bazaarvoice, Okendo, or Loox review widget without compliance gaps.
- Project Proposal Form TemplateStarter+Replace Word docs and forwarded Slack DMs with a structured project proposal form — PMBOK Project Charter skeleton, business case, milestones, capex vs opex breakdown, RACI map, risks, dependencies, and DPIA/RIPD flag. Built for PMOs and steering committees that need apples-to-apples comparisons before quarterly portfolio reviews.
- Return & exchange request form — process returns without 6 emails per caseStarter+A structured intake for return and exchange requests that captures the order number, reason, photo evidence (when needed), and preferred resolution in one form — so your support team starts processing instead of asking three follow-up questions, and your buyer gets a label or refund within 24 hours.
- Room Booking Form TemplateReserve meeting rooms, studios, coworking suites, or event spaces with a structured form that captures capacity, equipment, recurring-meeting flags, and attendee count — built for hybrid offices that are tired of double-bookings, phantom recurring meetings, and the 'is the board room actually free' Slack threads.
- SaaS trial feedback form — capture the conversion blocker while there's still time to address itA trial-feedback form designed for mid-trial timing (when feedback can still influence the conversion decision) — activation signal, pricing perception, conversion blocker, decision-maker status, and the NPS-style likelihood-to-convert that predicts which trials actually become paid customers.
- Salary Review Request Form TemplateCapture employee salary review requests with structured intake — current role, last review date, key achievements, new responsibilities, market data, and internal-equity context. Designed for the modern pay-transparency landscape with EU Pay Transparency Directive, US state pay-transparency laws, and Brazilian Lei 14.611/2023 baked in.
- SEO Audit Request Form TemplateQualify and onboard SEO audit prospects with a structured request that captures site URL, traffic and ranking baseline, known issues, budget range, and access readiness for Search Console, GA4, and your audit toolstack (Ahrefs, SEMrush, Sistrix, Screaming Frog, Sitebulb). Filters time-wasters before the discovery call.
- Sponsorship inquiry form template — qualify the right sponsors fasterStarter+A structured intake form for brands applying to sponsor your event, podcast, newsletter, or creator program — captures budget range, activation interest, decision-maker status, and direct-vs-agency context so you reply to qualified inquiries first and skip the 6-week junior-marketer back-and-forth.
- Training Request Form TemplateCapture employee training requests with structured intake — course/conference/certification details, format, cost, dates, and business justification. Routes to manager + L&D + finance approval based on cost tier. Built for L&D teams that need a real intake workflow before Cornerstone, Workday Learning, or Degreed handle the enrollment.
- Travel Request Form TemplateCapture corporate travel requests with structured intake — destination, dates, purpose, transportation, hotel/rental/per-diem needs, and estimated cost. Routes through your travel-policy approval tiers (manager / department / executive based on threshold), respects preferred-vendor rates, and integrates with TMC platforms (Concur, Navan, TravelPerk, Onfly).
- User onboarding survey — personalize activation and segment new signupsA post-signup survey that captures the 4-7 fields product teams actually use — role, team size, primary jobs-to-be-done, prior tools, source of discovery — to personalize the first-session experience and feed CRM and product-analytics segmentation without blocking activation.
- Vacation Request Form TemplateCapture vacation requests in a structured workflow with manager approval, coverage planning, and policy acknowledgment — without the spreadsheet drift, lost Slack DMs, or HRIS lock-in. Built for distributed teams where statutory minimums and PTO policies vary by country, state, and convenio.
- Visitor Registration Form TemplateReplace the paper log book with a digital visitor registration form — captures identity, host details, purpose, NDA/safety acknowledgment, and emergency contact with auto-notification to the host. Built for offices, manufacturing, healthcare, education, and any facility that needs to know who is on-site when the fire alarm goes off.
- Warranty claim form template — process defect claims with structure, not chaosStarter+A structured warranty intake that captures the serial number, purchase proof, defect photos, and troubleshooting context up front — so your QA team can validate, route, and resolve a claim without the four-email back-and-forth that costs you both the customer and the cost-per-claim.
- Web project intake questionnaire — qualify the project before you quote itStarter+A structured intake questionnaire that captures the four signals that predict project success — budget reality, timeline reality, content readiness, and decision-maker identity — before the discovery call, so the call starts at "how do we structure this" instead of "what's your budget."
- Work From Home Request Form TemplateCapture remote work requests with structured intake — request type, dates, reason, home office equipment status, and manager routing. Built for the post-2020 regulatory landscape with Spanish Ley 10/2021 de Trabajo a Distancia, Brazilian Lei 14.442/2022 teletrabalho regulado, and US state-specific remote-work tax-nexus rules baked in.
Ready to build forms that work for you?
Create your first form in minutes. Your submissions will thank you.
Be first in lineLimited early accessSet up in 2 minutes