Reusable templates for consistent agreements.
Create a template once with fields, recipients, and signing order. Share it with your team so every agreement follows the same format.
How templates work
Instead of setting up the same document from scratch each time, create a template with all the fields, recipients, and signing rules pre-configured. When you need to send, fill in the recipient details and go.
- Upload a document and place signature, date, text, checkbox, and initial fields.
- Set default recipients and signing order.
- Apply field validations, regex rules, and calculated fields.
- Save an unlimited number of templates.
Share templates with your team
Keep approved documents accessible to the right people. Share templates with named team members or entire teams so sales, HR, and operations can send without recreating documents.
- Share templates with specific team members or groups.
- Role-based permissions for template editing and sending.
- Activity tracking so template use is attributable.
Smart field controls
Control what signers can enter with field validations, regular expressions, and calculated fields. Reduce errors and ensure clean data from every signed document.
- Field validations for date formats, email patterns, and number ranges.
- Custom regular-expression rules for specialized inputs.
- Calculated fields that auto-compute values from other fields.
Standardize your document workflows.
Start a 7-day trial and create your first shared template.
Start your 7-day trial