How to Send Form Builder Templates

Overview

After you create form templates in the Form Builder, you can select them in quotes, invoices and credit notes to send to clients.

Learn more about the Form Builder in How to Use Form Builder Templates.

If you have set to attach terms and conditions to forms in the Form Setup of your project, these do not attach to Form Builder templates. Terms and conditions need to be copied at the end of the document template or attached separately to every individual form.