Set it up once. Send it forever.
If you send the same agreement every week — an NDA, an order form, an onboarding packet — a template saves the fields and routing so the next send takes seconds, not a rebuild.
How it works
01
Build the template
Upload the document, drop your fields (they snap to the line), and define who signs.
02
Choose the workflow
Route signers sequentially or in parallel, add reminders, and set an expiration date.
03
Send in seconds
Instantiate the template, fill in the variable details, and send. Every future send reuses the same layout.
Sequential routing
Signer two is invited only after signer one finishes — for approval chains that must happen in order.
Parallel routing
Everyone is invited at once — when order doesn’t matter and speed does.
Reminders & expiration
Automatic nudges chase quiet signers; an expiry closes stale requests so your pipeline stays clean.