Create your Pro forma Balance Sheet Template from scratch

Step 1: Access DocHub to set up your Pro forma Balance Sheet Template.

Start by accessing your DocHub account. Explore the pro DocHub functionality at no cost for 30 days.

Step 2: Go to the dashboard.

Once logged in, go to the DocHub dashboard. This is where you'll build your forms and manage your document workflow.

Step 3: Design the Pro forma Balance Sheet Template.

Hit New Document and select Create Blank Document to be taken to the form builder.

Step 4: Design the form layout.

Use the DocHub tools to insert and arrange form fields like text areas, signature boxes, images, and others to your document.

Step 5: Insert text and titles.

Add needed text, such as questions or instructions, using the text tool to guide the users in your document.

Step 6: Configure field properties.

Modify the properties of each field, such as making them required or formatting them according to the data you expect to collect. Assign recipients if applicable.

Step 7: Review and save.

After you’ve managed to design the Pro forma Balance Sheet Template, make a final review of your document. Then, save the form within DocHub, send it to your preferred location, or share it via a link or email.