Templates
Set up a document once and reuse it — fields, signer roles, and settings included.
If you send the same document repeatedly — a standard proposal, an NDA, a lease, an offer letter — templates remove the setup from every send after the first.
Creating a template
Build the document once: upload the PDF, place the fields, and define the signer roles (e.g. "Client", "Countersigner") instead of specific people. Save it as a template.
Sending from a template
Pick the template, type the actual signer's name and email into each role, and send. Fields, order, reminders, and expiration settings all carry over. What took ten minutes the first time takes thirty seconds every time after.
Keeping templates current
When the underlying document changes — new terms, new version — update the template once and every future send uses the new version. Documents already out for signature are unaffected.
Templates are included in the single Signed plan, unlimited, like everything else — see Billing & plans.