Reusable e-signature templates for your PDFs. Set it up once. Just fill in the names.
Upload your PDF once, name each signer by their role, like Client and Partner, and place the fields. Next time, open the template, type who signs, and send.
1 template on the Free plan. Pro: unlimited templates, CA$9/month or CA$79/year.
Set it up in 4 steps
The Free plan includes 1 template. Each time you send it, you can add up to 2 signers.
Step 1Create the template
about 1 min- 1.1
Open Templates in the sidebar and click New Template.
- 1.2
Give it a name. Then name each signer by their role, like Client and Partner. You can add up to 5 signers.
Why roles instead of names?
Roles are placeholders. You add the real names and emails each time you send, so one template works for every client.
- 1.1
Step 2Upload your PDF
about 1 min- 2.1
After you create the template, you land on its edit page. Upload your PDF there: up to 2 MB per file on Free, 20 MB on Pro.
- 2.2
Under Signing order, choose All at once or In order. Then click Continue to Fields.
More than one PDF?
Add them all to the same template: up to 5 on Free, 20 on Pro. They’re sent together.
- 2.1
Step 3Place the fields once
about 2 min- 3.1
Pick a signer, choose a field, and place it on the page.
- 3.2
Add their signature, the date, and anything they need to fill in. Then click Save & Exit.
What about text you fill in yourself?
A template saves where each field goes, not what’s in it. Fixed text starts empty each time, and you fill it in before you send.
- 3.1
Step 4Send it to a client
about 1 min- 4.1
In Templates, click Use template on its card. For each signer, enter a first name and an email, or start typing to pick someone from your contacts.
- 4.2
Click Continue to Fields. Your PDF and fields are already in place. Check them and send.
Already building an envelope?
Click Import from Template on the envelope page. It adds the template’s documents and fields, and you fill in who signs.
- 4.1
Saved once, filled in each time
Everything that’s the same for every client lives in the template.
Saved in the template
- Your PDFs.
- The signer roles, in order.
- Every field, and which signer fills it in.
- Whether they sign all at once or in order.
Filled in each time
- Each signer’s name and email.
- Fixed text, if the template has any.
- A last check of the fields before you send.
Three ways to send a template
Bulk send and Public link need a template with one signer and no Fixed text, because each person signs their own copy and nobody fills anything in first.
Single send · Free
One envelope for the people you fill in.
Bulk send · Pro
For templates with one signer and no Fixed text. Send up to 50 people their own copy at once.
Public link · Pro
For templates with one signer, no Fixed text and up to 4 MB of documents. One link or QR code that anyone can open and sign, like a waiver. How Public link works
What it does, and doesn’t
Templates come with every plan.
What you get
- Up to 5 signers per template.
- Signature, initials, date, text, checkbox and other field types.
- Signing order: all at once, or one after another.
- Edit a template any time. Envelopes you’ve already sent don’t change.
- Import from Template, to add a template to an envelope you’re building.
- Unlimited templates on Pro.
Not included
- A library of contract or legal forms. You bring your own PDF.
- Text saved inside fields. Fixed text is filled in each time you send.
- Bulk send or a Public link with a template that has more than one signer, or any Fixed text.
Who uses it
Event planners
One booking agreement for every couple. Each partner signs their own fields.
Contractors
The same quote acceptance or change order for every job.
Accountants
Engagement letters and authorization forms, sent to every client each season.
Questions
Are templates free?
Yes. The Free plan includes 1 template, and each send can have up to 2 signers. Pro gives you unlimited templates and up to 10 signers per envelope for CA$9/month.
How many signers can a template have?
Up to 5. On the Free plan you can send to up to 2 at a time, so a template with more signers needs Pro to send.
If I edit a template, do envelopes I’ve already sent change?
No. Each envelope gets its own copy of the documents and fields when you use the template.
Can I use the same template for Bulk send and a Public link?
Yes, if it has one signer and no Fixed text. Templates with two or more signers, or with Fixed text, work with Single send.
Do my signers need an account?
No. They sign from the link in their email.
Can my assistant use my templates?
Yes, on Pro. With assistant access, they send from your templates under your name.