Document Templates
Create once, send forever. Build reusable document templates with pre-placed fields, merge tags, and bulk send, saving hours on every contract.
Template Features
Reusable Templates
Create document templates once and reuse them for every new signer.
Pre-Placed Fields
Set up signature, date, text, checkbox, and initial fields once, they're ready every time.
Template Variables
Use merge tags to auto-fill client name, date, amount, and custom fields.
Template Library
Organize templates by category, department, or use case for easy discovery.
Template Duplication
Duplicate and modify existing templates to create variations quickly.
Bulk Send from Templates
Send the same template to multiple recipients at once.
Template Versioning
Track changes to templates over time and revert if needed.
Role-Based Access
Control which team members can create, edit, or send specific templates.
Frequently Asked Questions
How do document templates work?
You upload a PDF, place signature fields and form fields where needed, and save it as a template. When you need someone to sign, select the template, enter the signer's details, and send. The signer receives the document with all fields pre-placed and ready to fill.
Can I auto-fill template fields with client data?
Yes. Templates support merge tags (variables) that auto-fill with data like client name, email, date, and custom fields. When you send a template, you provide the variable values, and they're automatically populated in the document before the signer sees it.
How many templates can I create?
There is no limit on the number of templates you can create. Create as many as you need for different contract types, departments, or use cases. Templates are stored on your WordPress server with no per-template fees.
Can different team members use different templates?
Yes. WPsigner integrates with WordPress user roles to control template access. You can restrict which users or roles can create, edit, or send specific templates, perfect for organizations with multiple departments.
Templatize Your Contracts
Unlimited document templates with pre-placed fields, merge tags, and bulk send.
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