Templates, like the name suggests, are PreciseFP components you use to engage your clients and prospects. In essence, a template is a dynamic web form that you can customize using PreciseFP’s editor. Templates can include more than twenty different types of elements that allow you to add custom functionality not available in standard forms, such as, document download/upload, e-signatures, videos, and automatic calculations.

You can install one of our templates from our Library, or go directly into your My Templates section and create a new template from scratch. You can even copy pages from other templates into your new template, or copy an entire template.

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