What is a role in a template?

A role is a placeholder for a signer, such as Client, Candidate or Director. Fields are assigned to roles, not to people. When you use the template you say who the Client is this time, and every Client field goes to that person.

How many templates can I save?

Starter includes 10 templates. Plus, Pro and Enterprise include unlimited templates and a shared team library.

Can I change the document before sending from a template?

Yes. You can fill text fields in advance, add a signer, move a field or attach a second document for this envelope only. The saved template stays as it was.

What happens to sent envelopes when I edit a template?

Nothing. An envelope is a copy made at the moment of sending. Editing or deleting a template never changes documents that are already out for signature or completed.

Who can edit shared templates?

Owners and admins can create and edit shared templates. Senders can use them. Viewers can see them but cannot send.

Templates

eSignature Templates Your Whole Team Reuses

An eSignature template stores a document with its fields, signer roles, signing order and reminders. Set it up once, and anyone on the team sends a correct NDA, offer letter or order form by typing two email addresses.

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Team templates

New template

Mutual NDA

Roles Counterparty, Director · 6 fields

Used 41 times Use
Offer letter, full time

Roles Candidate, HR lead · 9 fields

Used 28 times Use
Statement of work

Roles Client, Account lead, Finance · 14 fields

Used 17 times Use
Residential lease, 12 months

Roles Tenant 1, Tenant 2, Manager · 22 fields

Used 12 times Use
Order form

Roles Buyer, Sales rep, Finance · 11 fields

Used 9 times Use

What is saved

Everything you would otherwise set up again

What a template stores
Saved in the template	Set when you send
The document pages	Names and emails behind each role
Every field and its position	Values of prefilled text fields
Roles and who signs first	Extra signers or CC for this envelope
Reminder interval and expiry	A personal note in the email
Email subject and message	Folder for the envelope

The slow part of sending a contract is never the upload. It is finding the latest version, placing eleven fields again, and remembering that finance signs last. A template removes all three.

Because fields belong to roles, the same template works for every counterparty. The Client role has a signature, a printed name and a date. Who the client is changes with each envelope.

Set it up

Create a template in a few minutes

Step 1
Upload the document

Use the clean, final version of the PDF or Word file, with blanks where details change.
Step 2
Name the roles

Add one role per signer, for example Client and Director, and drag them into signing order.
Step 3
Place fields per role

Signature, initials, date signed, text, checkbox and dropdown fields, each tied to a role.
Step 4
Save and share

Set reminders and expiry, write the email text and save it to the team library.

One library

Everyone sends the current version

Office manager reorganising document folders on a shelf next to a laptop

On Plus and above, templates live in a shared library. When legal updates the NDA, an admin replaces the template and the next envelope anyone sends uses the new text. Old copies in personal folders stop being a risk.

Unlimited templates with roles on Plus, Pro and Enterprise
Usage count per template, so you see what the team really sends
Owners and admins edit, senders use, viewers read
Works as the source for bulk send and for API calls

A template plus a CSV is all you need to bulk send documents for signature. Developers pass a template id to the eSignature API and get an envelope back.

Ideas

Templates teams build first

Mutual NDA

Two roles, six fields. The most sent document in most companies. See contract signing software.

Offer letter

Candidate signs, HR lead countersigns, with text fields for title, start date and salary.

Lease agreement

Several tenants in parallel, then the property manager, with initials on every page.

Order form

Buyer accepts, sales rep confirms, finance countersigns last.

Templates are part of every plan. Compare limits on pricing, or try the field editor on the homepage first.

Questions

eSignature templates FAQ

A template is a document saved together with its fields, signing roles, order, reminder schedule and email text. Sending from a template means you only type the names and emails of the people behind each role.

Save your first template today

Start with the document your team sends most and stop placing the same fields every week.

See pricing