Creating templates for documents & contracts helps you work smarter by keeping your documents consistent and saving time. With templates, you can quickly send professional documents and contracts and even automate their delivery using workflows. This guide shows you how to create, convert, and use templates.

There are two main ways to set up a template: starting fresh with a new template, or turning an existing document into one. Both options are great for boosting efficiency and making your workflow smoother.

Create a New Template #

To create a new template for documents & contracts, navigate to the Payments section, access the Documents & Contracts section in your account, and then go to the Templates page. Once there, click +New > New Template. This opens a new template editor where you can add all necessary details, including text, pricing information, and signature elements.

Customize Your Template #

Add content relevant to your document or contract. Include placeholders for recipient-specific details. Assign a name to the template for easy reference. Once finalized, click Save to store the template for future use.

Convert to Template #

If you already have a document or contract that you would like to reuse, you can easily convert it into a template. Open the document from the Documents & Contracts section, click Convert to Template from the available actions, assign a name to your new template, and save it.

Note: Templates will retain all document details except recipient-specific information.

Adding Signature Elements to Templates #

Templates allow you to predefine signature fields, ensuring a smooth signing process for both your team and potential clients. Inside the template editor, drag and drop the Signature Field to the editor workspace and assign signature fields. You can assign the following:

• Business User Signature: Assign to yourself or another team member if your business requires an internal sign-off.
• Client Signature: Leave unassigned so it automatically assigns to the recipient when the template is used.

Save the template with the signature elements in place.

Select a Workflow Action #

Head over to the Automation section of the CRM and create a workflow. Configure the Send Document & Contracts action inside the workflow to automatically send a document based on a trigger.

You can also use the same templates to automatically send documents and contracts inside a workflow. This fulfills use cases like automatically sending documents and contracts after an opportunity status is changed, when a tag is attached to a contact, or using any other trigger.

Selecting User and the Template #

Within the action, select the From User and the Template you created. The default or custom template configured inside the documents & contracts settings will be used automatically to send the document from workflows as well. Remember to Save the Action and Publish the workflow to automate document and contract delivery.

By following these steps, you ensure that your documents and contracts are professional, consistent, and efficiently managed. Whether creating templates from scratch or automating their use in workflows, this process simplifies document handling while improving overall business operations.

Frequently Asked Questions #

What are the two ways to create a document or contract template? #

You can either build a new template from scratch using +New > New Template, or convert an existing document or contract into a template using the Convert to Template action.

Where do I create a new template? #

Go to the Payments section, open Documents & Contracts, navigate to the Templates page, and click +New > New Template to open the template editor.

Does converting a document to a template keep the recipient’s information? #

No. Templates retain all document details except recipient-specific information, so each template stays reusable for any client.

How do I add signature fields to a template? #

Inside the template editor, drag and drop the Signature Field into the workspace. Assign a Business User Signature for internal sign-off, and leave the Client Signature unassigned so it is automatically assigned to the recipient.

Can documents and contracts be sent automatically? #

Yes. In the Automation section, create a workflow and configure the Send Document & Contracts action. Select the From User and your template, then publish the workflow to send documents automatically based on a trigger.

What kinds of triggers can send a document through a workflow? #

Common triggers include an opportunity status change or a tag being attached to a contact, but you can use any available workflow trigger to send a document or contract automatically.