Document Templates Feature
Do you need to be able to send out similar documents again and again?
We have an add-on to make that easy.
Our Document Template add-on lets you create handy reusable content. You no longer have to start from scratch with every document! Now you can recycle from pre-saved documents and save yourself a ton of time.
Create a template by adding your content. Then, use the signer input fields to allow your signers to fill in data right on the document before signing.
You can save your document options as default, so they get applied to every document you create.
You can also access all your stored templates on your My Documents page. Save a template while you are creating a document, so you can go back and use it later.
Plus, you can even create a template and share it with your sales team or other document senders on your site! This will let your team load your content in a document they create, make edits, and send out a signing request.
✅ Create templates by saving from your existing document content. It’s so easy to use!
✅ Create unique documents. Every time you create a document and it gets signed, we’ll send a unique copy to all parties.
✅ Share templates with other document senders on your site. This makes collecting signatures easier for everyone on your team.
Want to make signing documents the EASIEST thing on your to-do list? WP eE-Signature automates your contracts and makes admin an absolute breeze. Try it today and see how easy electronic contracts can be!