How to use a FormForge template

Every template on FormForge opens directly in Google Docs. The flow takes about thirty seconds the first time, and every time after that it's just two clicks.

Step 1 — Open the template

From any template page on FormForge, click the orange "Use this template in Google Docs" button. Google will open a preview of the document and ask if you want to make a copy. Confirm — and the copy lands in your personal Drive.

Step 2 — Make it yours, once

The first time you use a particular template, take five minutes to set up a "master" copy with your business name, address, contact information, and (if you have one) a logo. Save that master copy in a folder called something obvious like Master Templates and never edit it directly. Every time you need to send the document for real, copy from the master into a working folder.

This single habit prevents the most common template problem: ten slightly different versions of the same document floating around, none of them quite right.

Step 3 — Fill in only what matters

Templates are designed to cover common cases. Your specific situation will not need every field. Delete what you don't use. Empty placeholder text and "[INSERT XYZ HERE]" markers left in a real document look unfinished, and they erode trust faster than any other formatting mistake.

Step 4 — Send it as a PDF

For anything you send externally — invoices, contracts, proposals, offer letters — export to PDF before sending. In Google Docs, choose File → Download → PDF Document. PDFs render the same way on every device and prevent recipients from accidentally editing the text.

Step 5 — Improve as you go

After you've sent a document a few times, you'll notice things. A field nobody ever fills in. A clause that always prompts a question. A section the recipient skips. Update your master copy when those signals show up. After three or four iterations, the template stops being a generic FormForge document and becomes your document.

Common questions

Can I share the template with my team? Yes. Share it from Google Drive like any other doc. For teams, we recommend keeping the master in a shared "Templates" folder so everyone copies from the same source.

Can I edit it offline? Yes — Google Docs supports offline editing through the Drive desktop app and Chrome. Or download it as a Word document if you prefer.

What if the template doesn't fit my situation? Take it as a starting point. The structure is the valuable part — change the wording freely. If you can't find a template for your job, browse the full catalog or let us know what's missing.