Templates
Save it once. Send it forever.
Place fields, assign roles, configure branding — then reuse it for every deal. Templates are the difference between minutes and seconds.
Most teams send the same contract a thousand times.
A real-estate agent sends the same buyer offer 40 times a month. An HR person sends the same NDA every new hire. A freelancer sends the same SOW shape every gig. Templates lock the shape in once and let you reuse it without copy-pasting.
One-time
Setup
Forever
Reusable
Per-role
Field assignment
Templates turn a 5-minute send into a 5-second one. Past a few sends a month, the math becomes silly.
The 5-second send
Visual builder
Place fields and assign roles once.
Open the document builder, drop in the field types you need, and assign each one to a role like "Buyer" or "Seller". Save. Every new document spawned from this template starts ready — you only pick the people.
- Visual field placement on the PDF
- Roles separate from specific signers
- Default values and pre-filled text
- Approval workflow per template
NDA — Mutual
Most used38 sends
Offer Letter
24 sends
Statement of Work
17 sends
Vendor Agreement
Approval9 sends
Wire to data
Connect a template to a dataset.
For the high-volume use case, a template can connect to a dataset. Each {{var}} in the document maps to a dataset field. The signer email comes from a designated field — no manual setup per send.
- Word docs with merge variables auto-detected
- PDFs with merge-text fields placed visually
- Visual mapping: template variable → dataset field
- Signer email determined by a field choice
Configure mail merge
Wire each {{var}} in the template to a dataset field.
Dataset
Field mapping
Signer email variable
Generate at scale
One template, hundreds of documents.
Once a template is wired to a dataset, hit Generate. Pick which records to use, pick a destination folder, choose draft or send-now. One operation, many documents — each personalised, each tracked individually.
- One template, hundreds of personalised documents
- Pick the records to use (subset is fine)
- Destination folder keeps generated docs organised
- Drafts to review, or send instantly
Step 4 — Send
Pick records, destination, mode.
Records (3 selected)
Destination folder
What do you want to do?
Save as drafts
Send for signing now
Send your first contract in the next 60 seconds.
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