Currently default templates are not automatically available on Enterprise and Compliance Cloud accounts. If you are on an Enterprise or Compliance Cloud plan and would like to have any of the listed templates transferred to your account, you can do so using our Form Transfer Tool from a Professional or Premier account, or you can reach out to our Support Team for assistance.
Want to have access to templates on EC? Let the product team know here.
Template Name | Description | Category | |
1 | Charitable Donation Form | Make giving easy as possible, use this simple donation form to get started. | Non-Profit |
2 | Contact Form | Stay connected with your customers by using this contact form that allows them to note their availability. | Enterprise |
3 | Event Registration Form | Book multiple guests, with or without lodging, and have them pay for their attendance using Stripe or PayPal. | Payment Connectors, Enterprise |
4 | Authorize Payment Form | Securely collect payment details for one-time or recurring payments using the Stripe Connector. | Payment Connectors, Finance |
5 | Personal Data Access, Rectification and Erasure Request Form | Used for European Union residents to access, rectify, delete, or object to further processing of the personal data you possess for them, in accordance with the GDPR. | Compliance |
6 | Salesforce Web-to-Lead Form | Generate a Lead straight from this form once you’ve authenticated your Salesforce account. Basic contact information has been configured in the Connector settings. | Enterprise |
7 | Volunteer Registration Form | Recruit volunteers by collecting contact information and schedule details, so you know the applicant’s availability right from the start. | Non-Profit |
8 | Membership Subscription Purchase Form | Make collecting dues from new members easy as a click a button through this form and our PayPal integration. | Payment Connectors, Non-profit |
9 | Contest Entry Form | Calling all contestants! Verify participant eligibility as well as set an end date, response quota and limits the number of entries. | Enterprise |
10 | PTO Request Form | Provide this simple form to your employees to streamline the time-off request process for your organization. | Human Resources (HR) |
11 | Report Road Damage Form | Empower your community with this damage report form which can automatically report a location through a user’s smartphone or mobile device GPS with geolocation. | Government |
12 | Email Newsletter Signup Form | Manage your newsletter subscribers with this form and our Salesforce Marketing Cloud connector. | Salesforce, Enterprise |
13 | Nonprofit Event Registration | Focus on your mission and use this form to manager event registration with purchasing through the iATS Payment connector. | Payment Connectors |
14 | Customer Satisfaction Survey (CSAT) | Collecting feedback from past and current customers on your service and products, is a great way to improve your business. | Enterprise |
15 | Market Research Survey | Understand your market so that you can make better, more data driven decisions that support your clients and business's needs. | Enterprise |
16 | Information Request Form | Used in a variety of industries, collect contact information and details to complete a transaction with your clients. | Enterprise |
17 | Mailing List Sign-Up | Embed this simple form into your website to allow people to sign up for additional communications. | Enterprise |
18 | Membership Registration | Have respondents purchase a new membership with your organization using this form that contains all the fields for a successful Stripe transaction. | Payment Connector, Non-profit |
19 | Scholarship Application | Get your students started with putting their best foot forward, by using this in depth form, designed to highlight their scholastic aptitude. | Education |
20 | Stay in Touch Form | Request that your respondents keep in the loop with news about your organization. | Enterprise, Non-profit |
21 | University Application | A quick start to receiving comprehensive student applications that further the mission of your quality academic institution. | Education |
22 | Non Disclosure Agreement Template | Complying to security policies is important to us, make sure your clients do the same. | Enterprise, Compliance & Security |
23 | K-12 Parent Survey | Parents are an important part of a child's education, use this survey to gauge their level of participation with school activities. | Education |
24 | HIPAA Medical Release Form | Allow for patients to complete this release form prior to getting into the office. | Healthcare, Compliance & Security |
25 | Event Feedback Survey | Survey all the people who attended your event to get a better understanding of their participation and expectations from their different perspectives. | Non-profit, Enterprise |
26 | Travel Reimbursement Form Template | Traveling for work can be exciting but exhausting, so let's make submitting for reimbursement a breeze. | Human Resources (HR) |
27 | Alumni Survey | Keep a pulse on where you alumni are now and their interest in supporting the college after graduation. | Education |
28 | Peer Evaluation Form | Simply your review process by using this form to get started on collecting that data more quickly. | Human Resources (HR) |
29 | Symptom Tracker | Empower your patients to send data ahead of time so you can tailor their medical appointments to better fit their needs. | Healthcare, |
30 | Appointment Request | Let your clients tell you exactly when they are available using this straightforward form. | Enterprise |
31 | 30 Day Employee Review | Quickly give new hires an idea on how they are performing by completing this review. | Human Resources (HR) |
32 | 5k Race Registration | Purchasing registration to an event doesn't need to be difficult, use this form to provide clear choices and payment options for participants. | Non-profit |
33 | Class Registration | Allow students to sign up for an extra class or use this as the base for a more robust class registration process. | Education |
34 | Student Registration Form | Register new student in your system and allow them to elect multiple courses to attend. | Education |
35 | Customer Invoice | Collect invoices online with the ready made, easy to use form. | Human Resources (HR), Finance |
36 | Employment Application | Do away with paper forms and have interested candidates apply directly to your company via this webform. | Human Resources (HR) |
37 | Apply for A Position Form | Post a vacant quickly with this simple and easy job application. | Human Resources (HR) |
38 | Expense Reimbursement | Allow employees to itemize their work expenses and upload receipts. | Enterprise, Human Resources (HR), Finance |
39 | Summer Camp Registration Form | Focus on planning the fun in the sun, let this form get you started with camper information and payment details. | Education |
40 | Workshop Registration | Organize some continual education for your team or clientele, include purchasing options. | Education |
41 | Field Trip Permission Form | Collect all your permission slips for student using this handy form instead. | Education |
42 | Medical History Form | Streamline your collection of medical data by using this form to quickly and securely capture the patient information you need. | Healthcare |
43 | Startup Validation Form | Validate your startup idea by launching this form to your customer base or embedding it in a landing page. | Enterprise |
44 | Background Check Authorization | Safely grow your company with quality candidates that pass your evaluations. | Human Resources (HR), Compliance & Security |
45 | Blood Donor Registration | Empower your community to save lives my registering people to be blood donors. | Healthcare |
46 | W-4 Template | Focus on training your new employees by simplifying the paperwork. | Human Resources (HR), Finance |
47 | Candidate Interview Evaluation | Gain an in-depth understanding of new hires to your team by talking about their previous experiences, skills and aspirations in and out of work. | Human Resources (HR) |
48 | Quiz - Capitals of the World | Put your students to the test and on the path to being a global citizen with the assessment | Education |
49 | Form Building 101: Introduction to Field Types | Get started with form building using this walkthrough of the different field types, their set up and popular use cases. | Form Builder |
50 | Stay In Touch: Updating Contact Record in Salesforce | Empower your customers to update their information with your organization by creating a stay in touch form and then mapping that to the data you have stored in Salesforce. | Connectors |
51 | Collecting Donations with PayPal | Use PayPal to collect donations for your organization, learn what fields you need and how to map them. | Connectors |
52 | Using Calculations to Build Simple Quiz with Results | Learn how to create tests, quizzes and assessments using the calculations feature. | Form Builder |
53 | Introducing Conditional Rules | Unleash the power of dynamic web forms by exploring the Conditional Rules Editor to show only relevant questions to your respondents. | Training |
54 | Form Building 100: Exploring the Form Builder | Take a tour of the main components of our easy to use, drag & drop Form Builder tool. | Form Builder |
55 | Discount Codes: Using Calculations with JavaScript | Build discount codes into your payment form experiences with a little help from our calculations feature and Javascript. | Form Builder |
56 | Form Building 102: Understanding Field Options | Understand the full extent of the options available with each of our 9 unique field types and use them to create dynamic forms that can collect the data you need. | Form Builder |
57 | Routing Emails using Conditional Rules | Notify the right people dependent on the information provided by the respondent using our Conditional Rules Editor. | Form Builder |
58 | Theme Editor 100: Exploring Form Customization | Customize your forms to reflect your business's identify by taking this introductory tour of our Theme Editor. | Theme Editor |
59 | Course Evaluation Form | Allow your students to quickly give feedback on the courses they are taking. | Education |
60 | Demographics Survey | Get a better understanding of your customers with this basic survey. | Enterprise |
61 | Dental Patient Intake Form | Operate your dental office with maximum efficiency let your patients take charge of providing you with the data you need. | Healthcare |
62 | Doctor Referral | Support your patient's next journey with a new doctor with this simple form. | Healthcare |
63 | Employee Exit Survey | Keep an eye on the turnover in and the health of your organization by capturing your departing employees final thoughts. | Human Resources (HR) |
64 | Health Check-In Template | Make yearly updates to standard patient records quicker than ever, to leave more time to chat about wellbeing. | Healthcare |
65 | Team Event Planning | Planning a team event doesn't have to be a messy string of emails, collect all the data in one place. | Human Resources (HR), Enterprise |
66 | Daily Parking Permit Application | Have residents focus on welcoming their friends and family with style instead of toiling with logistics. | Enterprise |
67 | Resident Parking Permit Application | Automate another part of your resident registration process. | Enterprise |
68 | Patient Discharge Form | Focus on giving care instead of taking care of extra paperwork using this form to streamline your processes. | Healthcare |
69 | Post-Visit Patient Satisfaction Template | Provide your patients with a way to share their thoughts so that you can improve your medical practice. | Healthcare |
70 | Wedding RSVP | Don't stress about your big day, allow your wedding guests to give you all the pertinent details at once! | Events |
71 | Virtual Happy Hour Registration | Hang out with friend, family and colleagues using this form to schedule a memory. | Human Resources (HR), Events |
72 | House Rental Application | Rent your place to a resident who fits your criteria and needs. | Enterprise |
73 | COVID-19 Rent Relief Application & Affidavit | Distribute relief funds to affected parties in need during this financial crisis. | Finance |
74 | Customer Experience Survey | Understand your customers experiences by using this data to improve your product or service. | Enterprise |
75 | Client Feedback Survey | Ask your clients about their experience and impressions with your brand or business. | Enterprise |
76 | Political Poll | Take the pulse of your constituents to get a better understanding of their actions. | Research |
77 | Zoo Donation Form | Provide donors with multiple ways to give a gift to your organization using the Stripe connector. | Non-profit, Payment Connectors |
78 | Job Satisfaction Survey | Gain insights into how your employees feel about their role and the company at large. | Human Resources (HR) |
79 | Social Media Usage Survey | Use this survey to do some research on consumer behaviors with social media. | Research |
80 | Classroom Observation Survey | Equip your observers with an easy way to access classrooms they are visiting. | Education |
81 | Customer Cancellation Survey | Capture the last minute thoughts of churning customers to better understand how you didn't meet their needs. | Enterprise |
82 | Pre-K Admissions & Visit Enquiry | Inspire new students with the beauty of your campus and modern data processes. | Education |
83 | Alumni Dinner RSVP | Foster lasting relationships with your alumni over a nice community event. | Education, Events |
84 | Authorized Absence Approval Request | Let your employees inform you ahead of time that they won't be in the office. | Human Resources (HR) |
85 | Data Request Form | Allow clients to expunge all their data from your records. | Compliance & Security |
86 | Employee Self Service Portal | Get rid of unwanted paperwork and have your employees use this dynamic form for updating contact info, PTO and company matching programs instead. | Human Resources (HR) |
87 | Get Updates | Subscribing to customized content is as easy as clicking submit. | Enterprise |
88 | Veteran's Pain Assessment | Cut right to the business of healing by getting to know your patient's needs beforehand. | Healthcare |
89 | Patient Enrollment | Focus on providing first class services by getting some of the easy questions out of the way upfront. | Healthcare |
90 | Property Info | Register properties in your database with pertinent information. | Enterprise |
91 | Request for Appointment | Scheduling new clients doesn't have to be a headache. | Enterprise |
92 | College Information Request | Make it easy for students to pick up their studies again by letting you know they're interested with a few clicks. | Education |
93 | Application for Admission | Collect all the data you need to make the right decisions on educating the next generation. | Education |
94 | Course Change Application | Adding and dropping classes can be managed by your students in just a couple of clicks. | Education |
95 | Event Logistics Checklist | Sign off on all the details before the big day of the event with this planning sheet. | Enterprise, Events |
96 | Cardholder Statement Dispute: Fraud | Protect your clients by letting them quickly file a claim on false charges. | Finance |
97 | New Employee Setup | Add new hires to the appropriate mailing this so they can stay in the loop. | Human Resources (HR) |
98 | Credit & Transcripts Request | Support your students in the next steps of their careers by allowing them to purchase their education records. | Education |
99 | Find My Rep | Lock onto the right people to contact by building out a way to locate your subject matter experts. | Enterprise |
100 | Dry Eye Diagnosis Quiz | Soothe the data collection process with this short health questionnaire. | Healthcare |
101 | New Hire Request | Expanding the team can be a snap if you use this form to track all hiring proposals. | Human Resources (HR) |
102 | Faculty Compensation Change Request | Rise up to the occasion on raises and other compensation needs. | Education, Human Resources (HR) |
103 | HR Action Request | Champion a healthy work environment by safely collecting data on any HR needs. | Human Resources (HR) |
104 | Travel Preferences Survey | Allow your people to travel in style or at least in comfortable by asking about their preferences. | Human Resources (HR) |
105 | File Complaint of Police Misconduct | See something, say something doesn't have to be a lengthy process. | Government |
106 | Webinar Registration | Confirm how many viewers will be attending ahead of time. | Events |
107 | New Patient Packet Request | Request mailing information for new patients to receive their packets. | Healthcare |