Form Templates Design

Magic is waiting... so when press create a form a pop out should ask "start from scratch" "build from template" /*1:59 and then we have to have a screen to CHOOSE the template. I think we should have a search, go by "niche" or "use case" and then the form. @Lee Steffen study jotform and typeform how they do templates Easiest way to create a template is to create a form, we then get the JSON and add it as a static file (e.g. this is what I use for this example) One fast way templates can work is by going some magic with the Start Here Node (the big blue plus), and add there the option of Add new element or template. i think it's best that we give the option like start from scratch, or from template. when they press "create form" - thanks for this, so I can create some forms and you can turn them into templates easily through the from JSON i think 3 options 3:13 Jason K Williamson - Founder Choose a template Start from scratch Ai create the form obviously ai will be hidden until its ready 3:13 Jason K Williamson - Founder but we have to perfect the flow from selecting a template 3:15 Jason K Williamson - Founder so like Choose a template > category, like doctor, etc? > type like hiring > form 3:15 Jason K Williamson - Founder i think? Figma Design: I just want to share some more of my thoughts regarding the template system: I’m aiming to design the templates section to function more like a marketplace, so that in the future, when we move from a style editor to a fully-featured page builder, we’ll likely want to allow users to share and contribute their templates to the system. We could also introduce an affiliate mechanism to attract even more creators. Additionally, really important is that we can use this section to link and showcase the templates page directly on our website for marketing purposes—without requiring users to create an account to view the template library. This way, users can instantly browse a wide range of beautiful templates tailored to their needs and get a clear sense of the software’s capabilities, which can definitely help us attract more customers. Regarding the feature breakdown: I’ve separated “Template” and “Theme” into two distinct features. A Template includes everything—questions, elements, and styling. A "Theme", on the other hand, is a powerful feature that allows us to turn any form into a pre-designed style that can be applied across all elements with a single click. This saves a lot of time when building new forms, especially useful for people or companies that have a brand kit or just need consistency across multiple forms, or they can just browse and easily apply a theme they like to their form without spend too much time on designing. Lee Steffen User Flow 1. Creating a New Form User taps "Create New Form" Option A: Start from Scratch Option B: Use a Template Opens a minimal full-screen modal or side panel with template thumbnails Each template shows: name, brief tag (e.g., “Event RSVP”), and a preview Optional: category or search bar 2. Editing the Form Standard form builder screen (same as usual). If a template was used, show a non-obtrusive tag like: “Using Template: Event Signup” with an option to “Detach from template” or “Edit template settings”. 3. Saving a Form as a Template User clicks ... on the top-right of form editor or in form list Option: Save as Template Prompt: Name your template Optional: choose category/tags Checkbox: “Include only style/layout, not form fields” 4. Reusing or Sharing Templates In “Create New” screen or template manager: Option to “Use” / “Preview” / “Edit” / “Duplicate” / “Share” Sharing Options: For your own use: apply style/layout to another form With privaty/public: generate share link (permissions: view / use only) UI/UX Considerations Area Best Practice Minimalism Default to one-click paths: “Create” → “Choose” (scratch/template) → done. No unnecessary modals. Use overlays or side panels for speed. Consistency Reuse UI patterns from existing form creation—same buttons, spacing, flow. Clarity Clear labels: “Start from Scratch”, “Use a Template”, “Save as Template” — not clever, just obvious. Preview Show template previews visually. Use real form mock data. Avoid text-only lists. Speed Cache popular templates. Add "Recently Used" or "Favorites" section. Scalability Allow users to filter/search templates by type (survey, contact form, feedback, etc.). Template vs Style Let users choose to save a full form as a template (fields + layout), or just save the style/layout as a “Style Preset”. Think like Figma’s Component vs Style. 🔧 Feature List (Core + Pro Options) MVP Template gallery (thumbnails, search, category) "Create from template" or "Create from scratch" Save current form as a template Apply a template to a new form/current form Pro/Optional Features Version history of templates 🗂️ Niche vs. Use Case — What’s the Difference? Term Meaning Example Niche The audience, industry, or business category Education, E-commerce, Healthcare, Agencies Use Case The specific goal or task the form is designed for Contact, Feedback, Registration, Intake 🏷️ 📚 Niches (Industries/Audiences) Category Examples (Tag Ideas) Education School Registration, Course Feedback Healthcare Patient Intake, Consent Forms E-commerce Order Form, Product Feedback Marketing Lead Gen, Newsletter Signup Events RSVP, Event Registration, Check-in HR & Recruitment Job Application, Candidate Screening SaaS & Tech Bug Report, Feature Request, Demo Request Agencies Client Onboarding, Briefing Forms Nonprofits Donation, Volunteer Signup Legal Contract Request, NDA Intake Fitness/Wellness Booking Session, Progress Tracker Finance Quote Request, Loan Application Real Estate Property Inquiry, Appointment Booking Coaching/Consulting Intake, Feedback, Goal Tracker 🧾 ✨ Use Cases (Form Purposes) Category Common Templates Contact Forms Simple Contact, Advanced Contact with Logic Surveys & Feedback Customer Feedback, NPS, Product Survey Lead Generation Ebook Download, Newsletter Opt-In Event Forms RSVP, Ticket Registration, Speaker Signup Bookings & Scheduling Appointment Request, Session Booking Client Onboarding New Client Intake, Discovery Questionnaire Job Applications Basic Application, Role-Specific Screening Quote Requests Service Quote, Pricing Request Order Forms Product Checkout, Multi-Item Order Bug Reporting Software Bug Report, Technical Issue Log Consent & Legal Consent Agreement, Digital Signature Donation Forms Quick Donate, Recurring Donation