Save a form as a reusable template

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.

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   Step 1: Set the document up once

   Add the fields, formulas, visibility rules and any text that never changes. Leave the parts that vary empty.

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   Step 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.

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   Step 3: Find it

   Open Templates in the sidebar. Your own are under My templates; Library has PDFBetter's original fillable templates and official forms.

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   Step 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 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, 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.