Templates & smart fields

Never set the same document up twice.

Save any document as a template, and smart fields anchor to the words in your document — so the next version lands with every field in the right place.

One-click templatesFrom any document
Smart fieldsAnchored to your words
Saved recipientsRoles & order kept
Team galleryShared across your workspace
Templates

Set it up once, reuse forever

Turn your most-used agreements into templates with fields, recipients and signing order baked in. Spin up a ready-to-send document in seconds.

  • One-click templates from any document
  • Fields & recipients saved with the template
  • A template gallery for your team
The Templates library with reusable NDA and services agreement templates.
Smart fields

Fields that move with your words

Because documents change — and re-placing fields every month is a waste of time.

Anchored to content

Fields attach to the text, not fixed positions.

Auto-reposition

New version? Fields land in the right place.

Per-recipient

Assign fields to signers once, reuse every time.

Faster sends

Go from template to sent in under a minute.

How it works

Set it up once

After the first time, the repetitive part is done for you — every send.

1

Save a template

Prepare a document with its fields, recipients and signing order, then save the whole thing as a reusable template in one click.

2

Fields anchor

Smart fields attach to the words in your document — not fixed positions — so they survive new versions, extra pages and edited content.

3

Send in seconds

Start a fresh document from the template, fill in the specifics, and send — every field already sitting in the right place.

FAQ

Template questions

What exactly are smart fields?

Smart fields anchor to the text in your document instead of pixel coordinates. When next month's version has an extra paragraph or a new page, each field still lands exactly where it belongs — no dragging fields back into place by hand.

Can I turn an existing PDF into a template?

Yes. Save any prepared document — a block document or an uploaded PDF — as a template in one click, with its fields, recipients and signing order kept with it.

Can my whole team use the same templates?

Yes. Templates live in a shared gallery for your workspace, so everyone sends the current, approved version of every agreement instead of hunting for the right file.

What happens when I update a template?

New documents you create use the latest version, while documents already sent stay exactly as they were — so signatures already in flight are never affected.

More questions? Talk to us →

Stop rebuilding documents.

Save it once as a template and let smart fields do the repetitive work every time you send.