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Build your first template with us
Bring the document your operation repeats the most: our team helps you turn it into a template and send the first envelope. Get answers about features, plans and implementation directly on WhatsApp.
That weekly contract does not need rebuilding from scratch. Recurring documents become templates: fixed text ready, typed fields mark what changes.
Every edit becomes a version automatically, and every envelope records which one it used.
The document text stays fixed; fields mark what changes with each issue. Every field has a type, and the type keeps the data in the right format.
Text and values
Contact
Choices
Signatures and initials come later
Template fields define the content of the document. Signature marks belong to the envelope, when the generated document is sent out.
Document generation
Pick the template and fill everything on one screen, no wizard: the form asks just what you defined, each field in the right type.
The document comes out ready, data in place, and heads to signature in seconds. No copying, pasting and double-checking.
And it does not stop at one: combine multiple templates — and even uploads — in the same envelope, in a hybrid flow.
Integration API
When creating an envelope via API, name the template and send the field values: the document is generated on the spot and the envelope comes out ready for the signing flow.
Versioning
Edited the text or the fields? A new version is created automatically, with no duplicated files and no numbering copies by hand. The history lives on the template screen itself, with every version available for review.
And every envelope records the version used to generate its document. Editing the template changes nothing retroactively: an audit knows exactly what was signed, and on which version.
Global search
When it's time to generate a document, global search finds the template by name — and the envelope it created, and the signed file at the end.
One field covers templates, envelopes, documents and contacts — and the results land in a fraction of a second.
The template concentrates the assembly work; day to day becomes fill in and send.
Build the base document once and define typed fields for what changes with each issue.
Pick the template, enter the data in a single-screen form and the document is generated on the spot.
The generated document goes out in an envelope to the signers, with the validations you choose.
Follow signatures in real time and store the completed envelope with its certificate of completion and recorded version.
Contract, terms or form: if the document repeats and only the data changes, it makes a good template. A few examples by industry.
Services
Proposal approved, contract out the door: client, scope and pricing come in as fields.
Education
The school contract is always the same; student, guardian, class and tuition change.
Construction
Every job site or new work front opens with a batch of employment contracts and onboarding terms.
Law and legal
Before the serious conversation, the confidentiality agreement goes first: parties, subject, term.
Nothing changes for them. Each envelope records the template version used to generate its document, and that reference stays. Editing creates a new version, which applies only to the documents generated from then on.
Ten types: text, long text, email, phone, number, currency, date, checkbox, radio button and dropdown. The type defines the data format both in the form and in the generated document.
Yes. The integration API includes the templates resource: your system sends the field values, receives the generated document and forwards it in an envelope, all through API calls.
Yes. Combine multiple templates — and even uploads — in the same envelope: each document is generated from its template and everything follows a single signing flow.
In vaults, like documents: the vault's access control applies to the template, and each team finds its own when generating the next envelope.
All of them: Starter, Business and Enterprise. Typed fields, automatic versioning and form-based generation are part of every plan; generation through the API follows API availability, starting on Business.
Talk to the team
Bring the document your operation repeats the most: our team helps you turn it into a template and send the first envelope. Get answers about features, plans and implementation directly on WhatsApp.