Creating templates for documents and contracts keeps things consistent and saves you time. With templates, you can quickly send professional documents and contracts, and even automate their delivery using workflows. This guide covers how to create, convert, and use templates.

There are two main ways to set up a template: starting fresh or turning an existing document into one. Both are useful for saving time and keeping your process tidy.

Create a New Template

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

Customise 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 you're happy with it, click Save to store the template for future use.

Convert to Template

If you already have a document or contract you'd like to reuse, you can 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 let you predefine signature fields, making the signing process straightforward for both your team and clients. Inside the template editor, drag and drop the Signature field into 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 use the same templates you've created to automatically send documents and contracts inside a workflow. This covers use cases like automatically sending documents and contracts after an opportunity status changes, a tag is added to a contact, or 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 and contracts settings will be used automatically when sending from workflows. Remember to save the action and publish the workflow to automate document and contract delivery.

By following these steps, your documents and contracts stay professional, consistent, and easy to manage. Whether you're creating templates from scratch or automating their delivery through workflows, this keeps document handling straightforward and your day-to-day processes running smoothly.