Templates

Set it up once. Reuse it forever.

Turn the documents you send again and again into templates. Place each role's fields once, then add names and emails when it's time to send.

How roles work

Roles stand in for people until you send.

1

Add roles

Name the parties instead of the people: Tenant and Landlord, Candidate and Manager.

2

Place fields

Give each role its signature, initials, date and text fields. Every role gets its own colour.

3

Use the template

Fill in a name and email for each role, check the message and send. The fields are already in place.

Made for paperwork you repeat

A few of the documents people turn into templates.

  • Rental contracts

    Leases and renewals with Tenant and Landlord roles.

  • Employment agreements

    Offer letters and contracts for every new hire.

  • NDAs

    Mutual or one-way, signed before the first meeting.

  • Client agreements

    Engagement letters and statements of work.

  • Consent forms

    Permissions and waivers with a checkbox and a signature.

  • Service contracts

    Recurring work on the same terms each time.

Ready when you are.

Start with a PDF you already send. It takes a few minutes to set up.

Create a template