ESIGNATURE TEMPLATES

Stop Re-Creating Documents. Start Closing Deals.

Use eSignly’s intelligent templates to turn your most common agreements into automated, error-proof workflows. Send in seconds, get signed in minutes.

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Streamline Your Operations

Why Manual Documentation is Costing You

Stop wasting hours copying, pasting, and correcting sales contracts, NDAs, and onboarding forms. That manual process isn't just slow—it's costing you deals, introducing compliance risks, and frustrating your team.

With eSignly, you create a perfect, reusable eSignature template once. From then on, you can generate and send a flawless, personalized document in a single click. It's not just about signing faster; it's about building a machine that handles your paperwork, so you can focus on growing your business. Start automating your documents today, for free.

Your Automated Advantage

Use eSignly’s intelligent templates to turn your most common agreements into automated, error-proof workflows. Send in seconds, get signed in minutes.

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Streamline Your Workflow in 3 Simple Steps

Transform manual paperwork into an automated engine. Stop chasing signatures and start closing deals faster with eSignly's intelligent templates.

1. Upload & Convert

Upload your existing PDF or Word documents and instantly convert them into smart, reusable templates. No coding required—just drag, drop, and digitize your documents in under five minutes.

2. Customize & Automate

Add signature fields, text boxes, and data validation rules. Use conditional logic to build intelligent workflows that adapt to your signer's input, eliminating errors and ensuring you always get clean, accurate data.

3. Send & Track

Deploy documents to your team or clients with one click. Monitor every document's status in real-time via your dashboard. Get instant alerts when documents are viewed or signed, and maintain a legally binding audit trail automatically.

Why Organizations Trust eSignly for eSignature Templates

Transform your document workflows from manual, error-prone tasks into intelligent, automated processes that scale with your business.

Create Templates Instantly

Don't start from scratch. Upload any existing PDF or Word document, and our intuitive drag-and-drop editor lets you add signature fields, text boxes, and dates to create a reusable template in under five minutes.

Eliminate Costly Errors

Manual data entry is prone to mistakes. Our templates use standardized fields, data validation, and conditional logic to ensure every document is 100% accurate, every time. No more incorrect dates or missing information.

Automate Entire Workflows

A template is more than a document—it's a trigger. Integrate eSignly with your CRM or HRIS to automatically send a contract when a deal stage changes or an offer letter when a candidate is approved. Zero manual intervention required.

One-Click Bulk Sending

Need to send the same document to hundreds of people? Upload a list, map it to your template, and send personalized copies to everyone with a single click. Perfect for policy updates, new hire packets, or event waivers.

Maintain Brand Consistency

Ensure every document that leaves your company looks professional and is on-brand. Lock down key sections of your templates, control editing permissions, and embed your logo and colors for a consistent client experience.

Ironclad Security & Compliance

Templates inherit eSignly's bank-grade security. Every signature is legally binding with a comprehensive audit trail. We meet strict compliance standards including SOC 2, HIPAA, GDPR, and 21 CFR Part 11.

Gain Full Visibility

Stop wondering if your document was opened. Our dashboard gives you real-time tracking for every template you send. See who has viewed, who has signed, and who you need to nudge, all in one place.

Built for Integration

eSignly templates work where you work. With a powerful API and native integrations for tools like Salesforce, Google Drive, and Zapier, you can embed automated document generation into the software you already use.

Start for Free

Experience the power of templates without any commitment. Our free plan gives you access to create and send documents so you can prove the ROI to yourself. See how much time you save, then choose a plan when you're ready.

Service Capabilities

Intelligent Document Automation Features

Template Creation & Management

Transform your most frequently used documents—like NDAs, sales contracts, and client intake forms—into smart, reusable templates. Our central library allows you to organize, version, and share templates across your team, ensuring everyone uses the most up-to-date, approved version.

  • Reduce document setup time by over 90%.
  • Ensure legal and brand consistency across your organization.
  • Easily update one template instead of hundreds of individual files.

Dynamic Field & Conditional Logic

Build templates that adapt to any situation. Use conditional logic ('if-then' rules) to show or hide specific pages or fields based on a signer's input. This allows one master template to handle multiple scenarios, simplifying management and reducing clutter.

  • Create shorter, more relevant forms for signers.
  • Handle complex agreement variations with a single template.
  • Reduce the risk of users filling out incorrect sections.

Role-Based Signing Workflows

Define the signing order for complex, multi-party agreements. Assign roles like 'Client,' 'Manager,' and 'Legal Counsel' within the template, and our system automatically routes the document to the right person at the right time. No more manual forwarding.

  • Automate complex approval chains.
  • Ensure documents are always signed in the correct sequence.
  • Get full visibility into where a document is in the signing process.

Bulk Sending from a Template

Send a personalized version of a single template to hundreds or thousands of recipients at once. Simply upload a spreadsheet of names and emails, and eSignly does the rest. Ideal for HR policy updates, permission slips, or marketing agreements.

  • Onboard an entire department in minutes, not days.
  • Distribute critical updates with a complete audit trail.
  • Save countless hours of repetitive administrative work.

API-Driven Template Automation

For ultimate power, use our eSignature API to integrate template functionality directly into your own application or website. Generate and send documents automatically from your software, pre-fill them with data from your database, and get real-time status updates via webhooks.

  • Create a seamless, white-labeled user experience.
  • Build fully automated, end-to-end business processes.
  • Get your first API document signed in under an hour with our clear documentation.

Sales Contract & Proposal Templates

Equip your sales team with a library of pre-approved proposal and contract templates. Integrate with your CRM to auto-populate deal information, pricing, and client details, allowing reps to send ready-to-sign agreements the moment a customer says 'yes'.

  • Accelerate your sales cycle by eliminating paperwork delays.
  • Increase sales team productivity and focus on selling.
  • Reduce errors in quotes and legal terms.

HR Onboarding & Employee Templates

Standardize your entire hiring and onboarding process. Create a single 'New Hire Packet' template that includes offer letters, W-4s, I-9s, and policy acknowledgements. Send it to new employees to complete before their first day.

  • Provide a professional and efficient onboarding experience.
  • Ensure all necessary HR paperwork is completed and compliant.
  • Reduce the administrative burden on your HR team.

Legal & Compliance Templates

Manage risk with a library of locked-down legal templates for NDAs, MSAs, and terms of service. Control which fields are editable, ensuring your legal language is never altered, while still allowing for client-specific information to be added.

  • Mitigate legal risk with standardized, non-editable terms.
  • Streamline legal review processes.
  • Maintain a central source of truth for all legal agreements.

Data Collection & Validation

Use templates not just for signatures, but as powerful data collection tools. Set validation rules on fields (e.g., must be a valid email address, number, or date format) to ensure you receive clean, accurate data from signers, ready for export.

  • Eliminate back-and-forth corrections for invalid data.
  • Automate data entry into other systems.
  • Improve the quality of data captured from clients and employees.

Branding & White-Labeling Templates

Customize the entire signing experience to match your brand. Add your logo, company colors, and custom email text to every template you send. For API users, you can host the signing session on your own domain for a completely seamless look and feel.

  • Reinforce your brand identity and professionalism.
  • Build trust with a familiar, branded signing experience.
  • Deliver a fully white-labeled solution to your customers.

Template Analytics & Reporting

Go beyond 'sent' and 'signed'. Our analytics dashboard shows you how your templates are performing. Track completion rates, average time-to-sign, and identify bottlenecks in your process to continuously optimize your workflows.

  • Identify which templates are most effective.
  • Discover where signers get stuck in the process.
  • Make data-driven decisions to improve your document workflows.

In-Person Signing Templates

Prepare a template for face-to-face interactions. Use the eSignly mobile app or a tablet to have clients or employees sign documents on the spot. The completed document is instantly secured and delivered to all parties.

  • Capture signatures immediately at point of service.
  • Eliminate the need for printing and scanning in the field.
  • Perfect for field services, client intake, and event registration.

Website Widget Templates

Embed a template directly onto your website to allow for self-service signing. Ideal for standard agreements like terms of service, photo releases, or volunteer waivers. Visitors can fill out and sign the document without ever leaving your site.

  • Automate the collection of standard agreements 24/7.
  • Reduce administrative overhead for high-volume forms.
  • Provide a convenient, self-service option for your users.

Pre-Built Template Library Access

Don't want to build from scratch? Get started in seconds with our library of pre-built templates for common business needs. Find templates for NDAs, sales agreements, consulting contracts, and more, then customize them to fit your specific requirements.

  • Launch your automated workflow in minutes.
  • Leverage best practices for common legal documents.
  • Avoid the effort of designing common forms from the ground up.

Cross-Platform Template Accessibility

Create a template on your desktop and send it from your phone. Signers can open and sign on any device—computer, tablet, or smartphone—with no app download required. Our responsive design ensures a seamless experience everywhere.

  • Manage your document workflows from anywhere.
  • Make it incredibly easy for your clients to sign.
  • Receive signed documents faster, regardless of device.

Proven Outcomes

Real Estate

Real Estate Agency Accelerates Deal Closures by 60% with Reusable Offer Templates

Avatar for Lauren Gentry
Lauren Gentry Operations Director, Summit Realty Group
"eSignly templates transformed our operations. We went from spending hours on paperwork per deal to just minutes. Our offers now go out instantly, they're always accurate, and our agents can focus on clients, not paperwork. It's been a complete game-changer for our agency's growth."

The Challenge

The brokerage's manual document creation process was slow, error-prone, and lacked professional standardization.

  • Agents using outdated or incorrect forms.
  • Delays of several hours to get a listing agreement or offer letter sent.
  • Manual data entry errors leading to contract revisions.
  • Lack of visibility into where a document was in the signing process.

The Outcome

  • Average document turnaround time reduced from 4 hours to 15 minutes.
  • Contract errors eliminated, reducing revision cycles by 100%.
  • Agent administrative workload decreased by 8 hours per week, per agent.
Technology / SaaS

SaaS Company Automates HR Onboarding for 100+ New Hires with Template-Based Workflows

Avatar for Samuel Gordon
Samuel Gordon HR Director, Innovate Solutions Inc.
"Onboarding used to be our biggest headache. With eSignly's bulk send and template features, we now onboard an entire cohort of new hires in a single click. It's saved our team hundreds of hours and ensures every employee has a smooth, professional experience from day one."

The Challenge

The manual onboarding process was not scalable, creating a huge administrative burden and delaying start dates.

  • Manually preparing 5+ unique documents for every new hire.
  • Tracking the completion status of paperwork via email and spreadsheets.
  • Ensuring compliance and timely completion of I-9 and tax forms.
  • Providing a poor, paper-heavy experience for remote employees.

The Outcome

  • Time to prepare and send onboarding packets reduced by 98%.
  • 100% of paperwork is now completed before the employee's first day.
  • HR administrative time spent on onboarding paperwork reduced from 20 hours/week to 1 hour/week.
Financial Services

Legal Department at a Financial Firm Secures NDA Process with Locked Templates

Avatar for Thomas Lamb
Thomas Lamb General Counsel, Blackwood Capital
"eSignly's locked templates gave us the control we needed. We can now send NDAs with confidence, knowing our legal terms cannot be changed. The process is faster for everyone, and our legal team can focus on high-value work instead of proofreading NDAs. The audit trail is ironclad."

The Challenge

The firm had no way to prevent unauthorized changes to their standard NDA, exposing them to legal risk.

  • Recipients altering critical legal clauses in Word documents.
  • Massive time sink for the legal team to review every returned NDA.
  • Lack of a centralized, auditable record of all executed NDAs.
  • Slow process for engaging with new partners, delaying business initiatives.

The Outcome

  • Legal review time for standard NDAs reduced by 100%.
  • NDA execution time accelerated from an average of 3 days to 2 hours.
  • Eliminated the risk of signing agreements with unauthorized modifications.

Flexible Plans for Every Stage of Growth

Free Plan

Individuals & Startups

Ideal for: Individuals, freelancers, and startups testing the waters.

  • Basic template creation
  • Limited number of signature requests per month
  • Real-time audit trail

Timeline: Immediate Access

Free forever. No credit card required.

Get Started
Professional

Small Teams

Ideal for: Small teams and professionals with regular signing needs.

  • Unlimited templates
  • Branding customization
  • Reusable templates and basic fields

Timeline: Immediate Access

Per user, per month. Billed annually for a discount.

Start Free Trial
Business

Growing Business

Ideal for: Growing businesses and departments needing automation.

  • Bulk sending
  • In-person signing
  • Advanced fields and data validation

Timeline: Immediate Access

Per user, per month. Volume discounts available.

View Plans
Enterprise

Large Organizations

Ideal for: Large organizations with complex compliance and integration needs.

  • eSignature API Access
  • SSO & User Management
  • HIPAA, 21 CFR Part 11 Compliance
  • Dedicated account manager

Timeline: Custom Onboarding

Custom pricing based on volume and requirements.

Contact Sales

Built on Secure, Scalable Infrastructure

SOC 2 Type II

Demonstrates our commitment to enterprise-level security and data protection, a critical requirement for any company handling sensitive information.

HIPAA Compliance

Essential for healthcare organizations. Ensures our templates and workflows meet the strict privacy and security standards for Protected Health Information (PHI).

GDPR Compliance

Crucial for any business operating in or with the EU. It confirms our data handling practices respect user privacy and consent rights.

21 CFR Part 11

A non-negotiable requirement for life sciences and pharmaceutical companies, ensuring electronic records and signatures are trustworthy and reliable.

REST API

Allows your developers to deeply integrate template functionality into your own applications, creating fully automated and white-labeled document workflows.

Salesforce Integration

Lets your sales team generate and send contracts from templates directly within Salesforce, auto-populating data and saving hours of administrative work.

Zapier Integration

Connects eSignly templates to thousands of other web apps without writing a single line of code, enabling powerful custom automations.

Google Drive / Dropbox

Automatically save copies of signed documents from your templates to the cloud storage solution your team already uses.

Single Sign-On (SSO)

Allows your team to log in to eSignly using your company's existing identity provider (e.g., Okta, Azure AD), improving security and simplifying user management.

AES 256-bit Encryption

Ensures all data, both in transit and at rest, is encrypted using bank-grade standards, protecting your documents from unauthorized access.

Comprehensive Audit Trails

Provides a detailed, tamper-proof log of every action taken on a document, creating a legally admissible record for compliance and disputes.

Conditional Logic Engine

The technology that powers our smart templates, allowing you to create dynamic documents that adapt to user input in real time.

Bulk Processing

The backend capability that enables you to send a template to thousands of recipients at once, reliably and efficiently.

Data Validation

Ensures the data you collect through templates is clean and accurate from the start, preventing costly errors downstream.

Responsive Design (HTML5)

Guarantees that your templates and the signing experience are flawless on any device—desktop, tablet, or mobile—without requiring an app download.

Frequently Asked Questions

Creating templates seems like more work than just sending a one-off document.

It's a one-time setup that saves you hundreds of hours. Turn any document into a reusable template in minutes with our drag-and-drop editor. From then on, sending a perfectly formatted, error-free agreement takes seconds, not hours.

Our agreements are too complex and varied for a simple template.

Our templates are built for complexity. Use conditional logic to show or hide sections based on signer input, create dynamic fields that auto-populate, and set up specific roles for multi-party workflows. It’s standardization with built-in flexibility.

We don't want to be locked into another platform. What if we need to integrate with our CRM?

We're built for integration. eSignly connects with thousands of apps via Zapier and offers a robust API to embed template-driven signing directly into your existing software. Automate your workflows, don't change them.

How is this better than the 'save as template' feature in my current e-sign tool?

Basic templates just save a document. eSignly templates are intelligent workflows. They include data validation to prevent errors, bulk sending capabilities to reach hundreds at once, and detailed analytics to track completion rates—transforming a static document into an automated business process.

I'm not sure we can justify the cost right now.

Calculate the cost of one error on a contract or one deal lost because of paperwork delays. eSignly templates eliminate those risks and can accelerate your revenue cycle by over 50%. You can start with our free plan to experience the ROI firsthand before you ever pay a dollar.

Are these eSignature templates legally binding and secure?

Yes. Your templates inherit eSignly’s full suite of bank-grade security protocols. We are compliant with SOC 2, HIPAA, GDPR, and 21 CFR Part 11. Every template includes a tamper-proof audit trail that provides a legally admissible record for every signature.

Do I need IT support to create and manage these templates?

Absolutely not. We designed our drag-and-drop template builder for business leaders and operations managers. You can upload your existing documents and create a functional, reusable template in under five minutes. No coding or technical expertise is required.

Can I use these templates to send documents to hundreds of recipients at once?

Yes, that is exactly what our bulk-sending feature is for. You can upload a list of recipients and generate hundreds of personalized, sign-ready documents in a single click. It’s the fastest way to handle high-volume workflows like policy updates, waivers, or renewals.

Will these templates work for my specific industry?

eSignly templates are industry-agnostic by design. Whether you are in healthcare, real estate, tech, or legal, our platform handles the complexities. With conditional logic and custom data fields, you can adapt any template to match your specific industry compliance and unique workflow requirements.

How quickly will I see a return on investment after switching?

Most of our customers see a return within the first month. By eliminating the manual "copy-paste-email" cycle, you reduce document errors and administrative overhead by over 90%. When you factor in the value of time saved and deals closed faster, the ROI is immediate and measurable.

The 2026 Intelligence Blueprint: Self-Executing Agreements

We are engineering the end of administrative drag. By moving beyond static forms, we are building the autonomous infrastructure your business needs to scale without friction.

Cognitive Document Processing

We are moving beyond simple eSignatures. Our roadmap focuses on "Cognitive Document Processing." By 2026, eSignly will feature automated field-mapping (AI instantly knows where to place signatures on any uploaded file), proactive compliance alerts (the system flags if your NDA is missing critical clauses based on your jurisdiction), and intelligent workflow routing that re-assigns signers if they haven't responded within your target SLA. We aren't just saving you time; we're turning every document into a self-executing business asset.

Discuss Our Roadmap

Trusted by Thousands of Professionals

Join over 100,000+ users who have simplified their document workflows with eSignly.

Avatar for Paige Ford

"As a startup, speed is everything. eSignly templates let us send client proposals and contractor agreements in seconds. It makes us look professional and helps us close deals faster. The free plan was perfect for getting started."

Paige Ford Founder & CEO, Creative Spark Agency

Marketing | 25 employees, Startup, USA

Avatar for Garrett Vaughn

"My team lives in our CRM. The eSignly integration is seamless. We have templates for every stage of the sales process, and we can send a contract without ever leaving Salesforce. It's dramatically increased our sales velocity."

Garrett Vaughn Sales Director, ProTech Solutions

IT Services | 300 employees, Mid-Market, EMEA

Avatar for Kaitlyn Drummond

"eSignly templates are a lifesaver for my one-person business. I have a template for my standard consulting agreement, and it takes me 30 seconds to send a new one. It saves me so much time and ensures I'm always protected."

Kaitlyn Drummond Freelance Consultant, K.D. Consulting

Professional Services | 1 employee, Solopreneur, Australia

Avatar for Orlando Gilbert

"Compliance is non-negotiable for us. We use eSignly's HIPAA-compliant templates for patient intake forms and physician agreements. The ability to create locked templates with robust audit trails gives us complete peace of mind."

Orlando Gilbert Chief Operating Officer, HealthFirst Clinics

Healthcare | 1000+ employees, Enterprise, USA

Avatar for Veronica Dale

"We manage hundreds of lease agreements. Using eSignly templates with bulk send has automated a process that used to take weeks. We can send lease renewals to an entire building's residents in one go. It's incredibly efficient."

Veronica Dale Property Manager, BlueOcean Properties

Real Estate | 150 employees, SMB, USA

Avatar for Xavier Frost

"We used the eSignly API to build template-based document generation right into our app. The documentation was clear, and the API is powerful. Our customers can now generate and sign agreements without ever leaving our platform. The free API plan was key for our development phase."

Xavier Frost Lead Developer, Appify

SaaS | 80 employees, Tech Startup, UK