Getting started
Starter templates
Eleven built-in templates, so the first form or quote takes seconds, not an afternoon.
Every template is a real, complete draft: questions with answer types, line items with prices, contract clauses in plain language. Pick one, then edit everything, nothing about it is locked.
Form templates
When you create a new form, they are listed under Start from, next to starting blank or drafting with AI.
Intake · New projectQualifies a new lead: who they are, what they need, a budget slider and timeline.Questionnaire · Brand sprintPre-kickoff homework for a branding engagement: positioning, audience, taste.Intake · Website briefScopes a website: pages, content status, references and budget.Questionnaire · Project feedbackPost-project feedback plus a testimonial ask, while the work is fresh.Questionnaire · Retainer check-inMonthly pulse for retainer clients: priorities, blockers, satisfaction.Document templates
When you create a new document, pick the type first, then a Start from preset. It prefills the opening lines, the line items with prices and terms, or the contract clauses.
Quote · Brand sprintThree-phase branding engagement with a clear scope per phase.Quote · Website projectDiscovery to launch in four fixed phases.Invoice · Monthly retainerOne line, recurring amount, net payment terms.Invoice · Project finalClosing invoice for a fixed-price project.Contract · Freelance servicesPlain-language services agreement: scope, fees, IP, confidentiality.Contract · Retainer agreementOngoing monthly collaboration: capacity, renewal, notice period.Made something you want to reuse? Duplicate any existing form from the same Start from list, it becomes your studio standard.