Template

What is Template?

A template in e-signature platforms is a reusable document configuration that saves time for recurring signing needs. Instead of re-uploading a document and re-placing signature fields every time you need a new contract signed, you create a template once and then generate new signing transactions from it with just a few clicks.

Templates typically include the base document content, pre-positioned signature and form fields (name, date, initials, text fields), recipient roles (rather than specific recipients — so "Client" and "Sales Manager" rather than individual names), default settings for signing order, expiration, and reminders, and any conditional logic or routing rules.

When creating a new transaction from a template, you simply assign real people to the predefined roles, optionally customize any variable fields, and send. This dramatically reduces the time needed to initiate routine signing workflows — from minutes of setup to seconds.

Templates are particularly valuable for high-volume use cases like employment contracts, NDAs, vendor agreements, sales proposals, and service agreements. Organizations with standardized processes can create template libraries that ensure consistency across all their documents while empowering team members to send documents without needing to configure each one from scratch.