--- title: "Save a form as a reusable template" description: "Save a document with its fields, rules and fixed content as a template. Every use opens a fresh copy, so the master never changes. Free includes a few." url: https://help.pdfbetter.com/forms/reusable-form-templates/ collection: "Forms & fillable PDFs" section: "Bulk filling and templates" updated: 2026-10-18 publisher: "PDFBetter (AI Generated Inc.)" --- # Save a form as a reusable template > Choose **Done** → **Save as template** in the editor, or **Save as template** from a document's menu in My documents. Open it later from **Templates** with **Use template**: each use creates a new document and the template stays unchanged. - Available on: Free, Pro, Business Do it in PDFBetter: https://pdfbetter.com/app/templates/ A template is a reusable master copy with its fields, rules and fixed content. It suits anything you fill or send again and again: an intake form, an invoice, a contract with the signature fields already placed. 1. **Set the document up once**: Add the fields, formulas, visibility rules and any text that never changes. Leave the parts that vary empty. 2. **Save it as a template**: In the editor choose **Done** → **Save as template**, then **Save template**. From the dashboard, open a document's menu and choose **Save as template**. 3. **Find it**: Open **Templates** in the sidebar. Your own are under **My templates**; **Library** has PDFBetter's original fillable templates and official forms. 4. **Use it**: Choose **Use template**. A private copy opens in the editor, ready to fill, sign, send or publish. The template itself never changes. ## Plan limits Templates need a free account. Free includes 3 templates; Pro and Business are unlimited. On Business, you can [share a template with your team](https://help.pdfbetter.com/teams/share-documents-with-team/) from its menu in My documents, and it appears under the team's **Templates**. ## Templates for signing Fields in a template keep their settings, including **Filled by**, the role that completes each field when you request signatures (for example "Client"). For [repeat signature requests](https://help.pdfbetter.com/signing/send-same-document-to-many-signers/), save the document as a template with its signature and date fields placed. For each new copy, switch to **Invite to sign**, add the people, and point each field at a recipient with **Field assigned to** in **Field options**. Before sending, PDFBetter lists any field that isn't assigned yet, with **Select them** to find them. > **Note:** Templates from the **Library** are general starting points, not legal advice. Official forms are fetched from the issuing agency; if the agency blocks that, you'll see **Get it from** with a link to download it yourself. ### How do I change a template? Choose **Edit template** from it in **Templates**. Documents already created from it don't change. ### Can I fill a template from a spreadsheet? Download a copy with **Keep fillable** and drop it into [Fill PDF from Excel](https://pdfbetter.com/tools/fill-pdf-from-excel/) with your spreadsheet. ## Related articles - [Make a PDF fillable by adding form fields](https://help.pdfbetter.com/forms/make-pdf-fillable.md): Open the PDF, switch the top bar to Create form, pick a field type from Add fields and click or drag it onto the page. Set its options on the right, check it with Preview, then download with Keep fillable or publish it as a form. - [Fill a PDF form from a spreadsheet (mail merge)](https://help.pdfbetter.com/forms/fill-pdf-from-spreadsheet.md): Open the Fill PDF from Excel tool, drop a fillable PDF and a CSV or XLSX file, match columns to fields, check the rows, set a file name and generate. Runs of up to 50 rows are filled in your browser, free. - [Publish a form as a fill link and collect responses](https://help.pdfbetter.com/forms/publish-form-fill-link.md): Build the fields, then choose Done → Publish as form, set the title and options, and select Publish form. You get a link, a QR code and embed code. Respondents don't need an account, and every submission is stored as data and as its own filled PDF. - [Bulk send: one document to a whole list, each person signs their own copy](https://help.pdfbetter.com/signing/send-same-document-to-many-signers.md): Prepare the document for one signer, choose Bulk send when you send, then upload a CSV or Excel list (or paste rows) with a name and email per person. Everyone gets their own copy and signing link; you track them all in Sent. Up to 500 recipients per bulk send, on Business. - [Share documents and templates with your team](https://help.pdfbetter.com/teams/share-documents-with-team.md): Open a document's row menu and choose Share with team. Teammates find it under the sidebar's Team → Documents (or Templates). Choose Stop sharing with team to make it personal again. - [Find a form: templates and official forms like the W-9](https://help.pdfbetter.com/forms/find-form-templates-official-forms.md): Open Templates in the sidebar and pick Library for fillable templates or Official forms for government forms such as the W-9. Click Use template or Fill out and a private copy opens in the editor. In the editor, Find form searches both. --- Source: https://help.pdfbetter.com/forms/reusable-form-templates/ · PDFBetter Help Center · Last checked against the product 2026-10-18. Questions: support@pdfbetter.com