Templates
Every new form starts from a template. Some are one-question shapes you'll finish in seconds (Contact, RSVP). One — the Branded estimate — is a full Bigfoot-quality quote with header bar, comparison cards, line-item table, totals, terms, and dual-party sign-off pre-wired. Pick whichever you want during the onboarding wizard, or when you click New form on the dashboard.
The template picker
Templates are shown side-by-side in the second step of the onboarding wizard. Each card shows the template name and a one-line description. Click a card to select it, then continue to name your form and pick an accent color. Forms creates everything server-side in a single transaction — fields, widget tree, signing parties, branding — and drops you into the editor.
The catalog
| Template | Default title | What you get |
|---|---|---|
Blank form | Untitled form | Start from scratch. |
Branded estimate Document | Roofing Estimate | Multi-page branded estimate with comparison cards, line items, totals, and dual-party sign-off. |
Contact form | Contact us | Name, email, and a message. |
Feedback | We'd love your feedback | A quick rating with room for detail. |
RSVP | Will you join us? | Attendance plus headcount. |
Lead generation | Get in touch | Capture qualified inbound leads. |
Inside the Branded estimate
Picking Branded estimate seeds a complete Document-style form. You land in the editor with:
- A red Header bar across the top (your brand color, repeated on every page of the PDF).
- A two-column Customer / Estimate details row — name, address, phone, email on the left; date, estimate number, prepared-by on the right.
- A Scope of work paragraph block, ready for you to describe the job.
- A three-column comparison row with GOOD / BETTER / BEST cards (grey / recommended-green / brand-red accents, bullet check and X marks, headline price).
- A line-item Table — Description, Qty, Unit, Unit Price, Total — with
@qty * @unitPricewired into the Total column. - A Bigfoot-shape Totals box (Subtotal, Discount, Sales tax, TOTAL CONTRACT PRICE emphasis row, Deposit, Balance).
- A Page break before numbered Terms & Conditions.
- A final Acceptance row — two SIGNATURE blocks side-by-side, one assigned to Property Owner, one to Bigfoot Roofing.
Rename anything, wipe whatever doesn't fit your business, swap the logo and brand color. The template is just a starting shape.
Accent colors
Step 4 of the wizard picks the form's public-page accent. Forms ships these presets, and a free hex input for anything else:
Accent only affects the public-page submit button and focus states. For Document-style PDFs, the printed brand color lives on the Form record and is set via the editor's branding panel — see Documents & PDFs.
Want to start one of these from scratch? Getting started walks the whole wizard. Want to understand what the Document-style PDF looks like and how to customize it? Documents & PDFs is the next stop.