Build it once, send it a thousand times
Save any document with its fields, roles, branding, and reminder cadence already configured. Accounts that build templates send documents roughly four times faster and make dramatically fewer field-placement errors.
Templates are the highest-leverage feature in SignTheDoc and the most under-used. Most teams discover that three or four document types account for the large majority of their volume — and those are the ones worth building properly.
A good template does more than save typing. It enforces your process: locked clause text that a well-meaning salesperson cannot edit, prefilled company details that cannot drift, and a signing order nobody has to remember to configure.
Step by step
- 1
Save a prepared document as a template
Take any document you have already set up — fields placed, recipients assigned — and save it. Everything about the configuration is preserved, including reminder cadence and expiry.
- 2
Swap people for roles
Assign fields to roles like Client, Approver, or Account Manager rather than to specific email addresses. A role-based template is filled in at send time by whoever is sending, which is what makes it reusable across a team.
- 3
Decide what is locked, prefilled, or open
Lock anything legally reviewed. Prefill and lock anything derived from your systems. Prefill but leave open anything the sender legitimately varies. Leave open anything only the signer can know.
- 4
Share it with permissions
Move it to the team library and set who can send versus who can edit. Most teams want everyone able to send and a small group able to edit, so the revenue team can move fast without anyone quietly altering an indemnity clause.
What it supports
Where this matters most
Sales
Quotes and order forms sent from a branded template while the call is still warm — the single biggest lever on how fast a deal closes.
See sales →HR & hiring
One onboarding packet template sent the day an offer is accepted, so new hires arrive with everything already signed.
See hr & hiring →Freelancers
One contract template and one statement-of-work template covers most solo work, and takes a twenty-minute assembly down to ninety seconds.
See freelancers →Availability & limits
Pro and upPersonal templates on Pro. The shared team library, permissions, and CRM prefill are Business.
- Free plan cannot save templates — documents are prepared per send
- Shared team library and send/edit permissions require Business
- Field prefill from CRM or HRIS requires Business
- A template with no review date will eventually be sent stale — set a reminder