Create templates to reuse documents

The smartest way to automate your paperwork. Turn your most-used documents into ready-to-send templates in seconds.

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Why Create Templates with editplussign?

Process
1

Stop doing the same work twice.

Dont spend 10 minutes dragging signature boxes every time you send a contract. Use our template engine to organize PDF workflows, ensuring your standard forms are always ready for a secure signature request.

2

Smart Field Mapping

Place signature, date, and text fields once, and they’ll be exactly where you need them every time you reuse the file.

3

Placeholder Roles

Assign "Signer 1" or "Witness" roles to your fields, so you only need to add an email address to send.

4

Bulk Sending

Use your templates to send a single document to hundreds of recipients simultaneously.

5

Team Sharing

Standardize your company’s forms by sharing your saved templates across your entire team.

The Three-Step Workflow

Upload

Drop your master document into the editplussign workspace to begin the setup.

Design

Place your signature and data fields once to create templates that fit your needs.

Deploy

Save your template to your library and launch a request signature in one click.

From blank page to done, in seconds.

Repetitive setup

Build it once, deploy it endlessly with ready-made templates.

Manual field dragging

Smart fields snap into place, exactly where they need to be.

Inconsistent formatting

Every document polished, on-brand, and uniform every time.

Document fatigue

Spend less time on setup and more time on what actually matters.

Quick Answers

Everything you need to know about automation.

Yes. You can open your template library at any time to edit PDF fields, change roles, or update the underlying document.