Team e-sign templates
Send the same document again and again without placing the fields each time.
What a template is
A template is a PDF with roles in place of people, such as Client or Witness, the fields for each role, and a default title, message, signing order and expiry.
- Make one from scratch, or save a draft as a template.
- To use it, fill each role with a name and email. It becomes a normal draft, ready to review and send.
- Editing a template never changes documents already made from it.
Shared by the team
- Templates belong to the organisation. Owners and admins manage them; members use them.
- Owners and admins can group members into teams.
Plans
Free has 3 templates. Pro, Team and Business have unlimited templates. Team is $14 per user a month, billed yearly, for 2 to 50 users. All plans