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.
- Reuse configured templates to reduce repeated document setup.
- Ensure legal and brand consistency across your organization.
- Easily update one template instead of hundreds of individual files.
Fields & Signer Roles
Configure fields and signer roles for a reusable document. Review agreement variations and maintain separate templates where different content or signing requirements apply.
- Assign fields to the appropriate signer role.
- Review each agreement variation before reuse.
- Check required fields and document layout.
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
Use available bulk-send capabilities to distribute personalized copies of a reusable template. Confirm plan
access, recipient limits, supported inputs, and field mappings, then test the workflow before sending HR
policy updates, permission slips, or marketing agreements.
- Reuse onboarding document setup across your department.
- 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.
- Review API documentation and allow time for integration, testing, and signer completion.
Sales Contract & Proposal Templates
Use proposal and contract documents prepared by your organization to create reusable signing workflows.
Where configured, CRM integrations can populate deal information and client details for review before a
document is sent for signature.
- 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
Use an organization-approved legal document as the basis for a reusable signing workflow. Configure which
fields signers can complete and assign signer roles; have qualified counsel review the document language
and its suitability for your needs.
- Keep document preparation consistent across repeat transactions.
- Support your existing legal review process.
- Organize reusable signing workflows for legal documents.
Data Collection & Validation
Use available template fields to collect information from signers. Confirm supported field types and
validation rules for your workflow, then review submitted data before reuse or export.
- Help reduce follow-up corrections with reviewed field settings.
- 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.
Create Templates from Your Documents
Start with a document your organization already uses, then configure reusable fields and signer roles in
eSignly. Review the document language and suitability with qualified counsel before sending it for
signature.
- Reuse documents prepared for your business needs.
- Set up fields and signing order for repeat workflows.
- Keep document review within your existing process.
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.
