Reusable Templates
Automate your recurring sendings

Create templates with complete configurations: document, signers, forms and emails. Reuse infinite times and save 90% of time on each sending

90% less time
Shared with team
Unlimited use

From complete configuration to template in seconds

Convert any sending into a reusable template with all its configuration

Configure your sending

Prepare the document with all elements

Save as template

One click to create your template

Organize and share

Categorize and share with your team

Reuse instantly

Send in seconds with the template

Complete sending configuration
Document

contrato_servicios_2024.pdf

Signers

2 signers configured

Form

5 fields to fill

Personalized email

Subject and message configured

Save as template

New template

Standard
Single envelope
Template management
All Contracts HR Legal
Standard Service Contract
Shared Now
New
Employment Contract
Team 156 uses
Confidentiality Agreement
Private 89 uses
New sending from template

Template loaded

Standard Service Contract

PDF document loaded
2 preconfigured signers
Form with 5 fields
Personalized email ready

Just adjust specific data:

Time saved: 14 minutes

Everything you need to automate your sendings

Templates include all the necessary configuration to send documents in seconds

Complete configuration

Save absolutely everything: document, signers, signing order, forms and email texts in a single template.

PDF document included
Signers and order
Complete configuration

90% less time

Convert 15-minute processes into 30-second sendings. Just select the template and adjust specific data.

One click to load everything
Just adjust specifics
Immediate sending

Shared templates

Create private templates or share them with your team. Ensure everyone uses the correct and updated documents.

Private or shared
Version control
Guaranteed standardization

Later editing

Templates are not static. Edit any aspect when needed: update documents, add signers or change texts.

Easy updating
Immediate changes
No editing limit

Complete integration

Templates integrate with single envelope and forms. Maximum flexibility.

Single envelope templates
Use in forms

Discover how templates enhance other features

Combine templates with these tools for maximum efficiency

Two types of templates for every need

Choose between standard templates for one document or single envelope for multiple documents

Standard Template

One document

Perfect for individual documents you send frequently. Save all configuration for a single PDF.

Ideal for:

Service contracts
Confidentiality agreements
Quotes and proposals
Authorizations
contrato_servicios.pdf
1 document
signers
30s send

When to use each type?

Use standard template when...
  • You send a single document
  • The process is simple and direct
  • No additional documentation required
  • It's an independent document
Use single envelope when...
  • You need to group multiple documents
  • Documents are related
  • You want to simplify for the signer
  • You're looking for a more efficient process

Templates most used by our clients

Real cases of how companies save time with reusable templates

01

Employment contracts

HR creates templates for each contract type: permanent, temporary, internship. They only adjust employee data and send. From 20 minutes to 2.

90% faster Same-day onboarding
0 errors Always updated templates
Standard template
02

Onboarding pack

A single envelope template with: contract, privacy policy, employee manual, NDA and banking data form. All in one sending.

5 docs, 1 sending Simplified experience
100% signed The first day of work
Single envelope
03

Confidentiality agreements

Legal departments use NDA templates for suppliers, collaborators and partners. Immediate sending before important meetings.

30 seconds Ready to send
Legal approved Validated template
Standard template
04

Service contracts

Sales teams have templates for each service. They customize price and specific conditions. They close sales faster.

85% conversion Immediate signature
Agile sales Close on the call
Standard template
05

Real estate pack

Real estate agencies create single envelope templates with: lease contract, inventory, community rules and deposit. All organized.

4 docs grouped Simplified process
Paperless 100% digital
Single envelope

What documents do you send recurrently?

Whatever your process, templates will make it 10 times faster

Start free

Frequently asked questions about templates

A template saves the complete configuration of a sending:

PDF Document
List of signers
Forms
Email texts

It also includes the signing order and type of signature for each signer.

Creating a template is very simple:

1 Configure a complete sending as always
2 Before sending, click on 'Save as template'
3 Give it a descriptive name and choose if it will be private or shared
Done! You can now reuse it infinite times

The savings are spectacular. Our clients report:

90% less time
15 min → 30 seg per sending
5 horas saved per month
0 errores from old versions

A process that previously required configuring everything from scratch, now is select the template, adjust specific data and send.

Yes, you have total control over the visibility of your templates:

  • Private: Only you can see and use them
  • Shared: All users in your subscription have access
  • By department: Organize templates by teams or areas

This ensures everyone always uses the correct and updated documents, avoiding errors from using old versions.

Of course. Templates are completely editable:

  • Change the PDF document when you update the content
  • Add or remove signers as needed
  • Modify email texts or forms
  • Adjust any configuration at any time
Changes apply automatically to future uses of the template

Single envelope templates group multiple documents in one sending:

Multiple PDFs
One single link
Sequential signing

Example: An onboarding template with employment contract + privacy policy + employee manual + NDA. The new employee receives one email and signs all documents at once.

Do you have more questions about templates?

Our team is here to help you automate your processes

Talk to an expert

Want to know more about templates?

We show you how to automate your signature processes with reusable templates

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Save 90% of time on recurring documents

Implementation in 7 days
Technical support included
Compatible with your infrastructure