By now, you already know how easy it is to send contracts, agreements, NDAs, and more for signature with Signeasy. There will always be certain documents that get sent out for signature repeatedly, and setting up all necessary fields every single time would be cumbersome and time-consuming.
Enter ‘Templates’ – an easier way to save such documents as reusable boilerplates and send them off to be signed in just a few clicks.
Here’s how it works
Start by creating a template from an existing document – preferably one that you use frequently! Add all necessary fields and define the signing roles. The next time you need to send the document for signature, simply select the template and enter the contact information for the roles you have already defined. Easy as pie! Here’s a video that explains it better!
And this is how templates are set to benefit you:
Send documents Faster and hassle-free
Reusable templates save you the trouble of adding fields every single time you have to send the document out for signature.
Templates make it easier for you to ensure that your workflows are standardized across people and teams by eliminating manual steps, therefore reducing errors.
Templates are an integral part of our suite of features that make it easier for businesses of all sizes to eliminate paperwork and keep moving forward. Let us know what you think: Drop us a note at [email protected] .
Templates are available in the Signeasy Plus and Premium plans. Click here for details.