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Form templates vs PDF templates
Updated over a week ago

Form templates are the standard PreciseFP templates for data-gathering. They can be installed from the library and/or created manually in the My Templates section. Form templates can include various field types to collect and show information. They can include images, videos, buttons, etc. The Form template editor lets you customize the templates to match your needs. They are perfect for fact-finders, questionnaires, surveys, and lead generation forms.

PDF templates are PreciseFP’s version of a fillable PDF. They require a PDF document where you can then create several different field types. These fields will then be filled with information and merged together with the PDF document. PDF templates can also include electronic signatures. You can install PDF templates from the library and/or create your own in the My Templates section. They are perfect for custodial forms, agreements, and policies.

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