Overview
Prelix Forms offers a comprehensive library of pre-built templates designed to streamline your data collection process. Each template is carefully crafted for specific industries, use cases, and report types.Template Categories
Our templates are organized into categories to help you find the perfect starting point for your needs.- Business Reports
- Data Analysis
- Client Presentations
- Internal Operations
Professional business documentation templates:
- Quarterly Business Reviews: Comprehensive performance analysis
- Project Status Reports: Track project progress and milestones
- Financial Analysis: Revenue, expenses, and financial health
- Market Research: Customer insights and market trends
- Strategic Planning: Goal setting and strategic initiatives
Using Templates
Finding the Right Template
1
Browse Categories
Navigate to the Forms section and explore templates by category or use the search function to find specific types.
2
Preview Template
Click on any template to see a preview of its structure, including:
- Form fields and sections
- Expected output format
- Sample generated report
- Estimated completion time
3
Select Template
Choose the template that best matches your needs. You can always customize it later.
Template Features
Each template includes several key features to enhance your experience:Customizable Fields
Customizable Fields
Flexible form structure:
- Add, remove, or modify form fields
- Change field types (text, dropdown, file upload, etc.)
- Set required vs. optional fields
- Add helper text and instructions
AI-Optimized Prompts
AI-Optimized Prompts
Smart content generation:
- Pre-configured AI prompts for each section
- Industry-specific language and terminology
- Structured output formatting
- Context-aware content generation
Professional Styling
Professional Styling
Polished presentation:
- Consistent formatting and layout
- Brand-compatible color schemes
- Professional typography
- Logo and branding integration
Time Estimates
Time Estimates
Efficient planning:
- Estimated completion time
- Complexity indicators
- Recommended preparation steps
- Time-saving tips
Template Customization
Modifying Form Fields
You can customize any template to better fit your specific needs:Add Fields
Insert new form fields anywhere in the template structure.
Reorder Sections
Drag and drop sections to reorganize the form flow.
Field Types
Choose from text, dropdown, checkbox, file upload, and more.
Validation Rules
Set up field validation and required field indicators.
AI Prompt Customization
- Basic Customization
- Advanced Prompts
Simple modifications:
- Adjust tone and style preferences
- Specify industry terminology
- Set report length preferences
- Choose output format details
Popular Templates
Here are some of our most popular templates across different categories:Monthly Business Report
Monthly Business Report
Perfect for regular business updates:
- Revenue and expense tracking
- Key performance indicators
- Goal progress assessment
- Action items and next steps
Customer Feedback Analysis
Customer Feedback Analysis
Ideal for customer insights:
- Survey response compilation
- Sentiment analysis
- Trend identification
- Recommendation generation
Project Proposal
Project Proposal
Professional client proposals:
- Project scope and objectives
- Timeline and milestones
- Resource requirements
- Budget and pricing
Risk Assessment Report
Risk Assessment Report
Comprehensive risk evaluation:
- Risk identification and categorization
- Impact and probability analysis
- Mitigation strategies
- Monitoring recommendations
Best Practices
Next Steps
Start Filling Forms
Learn how to efficiently complete forms and provide the best input for AI report generation.