Core feature
Document Templates
Create once, send forever
Build reusable templates with pre-placed signature fields, merge tags and bulk send — so every new client gets the right contract in one click.
Reusable templates · merge tags · bulk send · versioning
Templates that remove repetitive contract work
Stop rebuilding the same PDF layout for every deal. Place fields once and reuse them across unlimited signers.
Reusable templates
Create a document once and reuse it for every new signer or client.
Pre-placed fields
Signature, date, text, checkbox and initial fields stay ready every time you send.
Template variables
Merge tags auto-fill client name, date, amount and custom fields before signing.
How template sending works
Upload, place fields, save — then select the template, fill variables and send.
- 1
Upload and place fields
Add your PDF, position signature and form fields, then save as a template.
- 2
Organize your library
Categorize by department or use case and duplicate templates for quick variations.
- 3
Fill merge variables
Provide client name, email and custom values so the document is pre-filled before the signer opens it.
- 4
Send or bulk send
Send to one recipient or many at once — fields and placements stay consistent.
Versioning, roles and unlimited templates
Track template changes over time, control who can create or send each template with WordPress roles, and store unlimited templates on your server with no per-template fees.
- Template library by category or department
- Duplication for fast variations
- Bulk send from a single template
- Template versioning and revert
- Role-based access via WordPress users
Template capabilities
- Reusable document templates
- Pre-placed signature and form fields
- Merge tags / template variables
- Organized template library
- Template duplication
- Bulk send to many recipients
- Template versioning
- Role-based access control
Built for repeatable contracts
Sales agreements
Same layout every deal — only client variables change.
HR onboarding packs
Reuse offer letters and policy acknowledgments across hires.
Agency SOWs
Duplicate a master template per service line or package.
Multi-department orgs
Restrict who can edit or send templates by WordPress role.
Frequently asked questions
How do document templates work?
Upload a PDF, place signature and form fields, and save as a template. When you need a signature, select the template, enter signer details and send. The signer receives the document with fields pre-placed and ready to fill.
Can I auto-fill template fields with client data?
Yes. Merge tags auto-fill client name, email, date and custom fields. You provide variable values when sending; they populate before the signer sees the document.
How many templates can I create?
There is no limit. Create as many as you need for 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 uses WordPress user roles to control who can create, edit or send specific templates — ideal for multi-department organizations.
Can I version templates?
Yes. Track changes over time and revert if needed so teams stay on the approved contract language.
Does bulk send keep fields consistent?
Yes. Bulk send uses the same template placements for every recipient while allowing per-recipient merge values.
Templatize your contracts
Unlimited templates with pre-placed fields, merge tags and bulk send — on your WordPress site.
Stop paying per envelope
Choose an annual or lifetime license with unlimited documents and no per-envelope fees. Keep control of your data and signing workflows.