Forms
/
Features
/
Signature Templates
Documents
/
Features
/
Signature Templates
Formstack For Salesforce
/
Features
/
Signature Templates
Platform
/
Features
/
Signature Templates
Sign
/
Features
/
Signature Templates

Save time with signature templates

Create overlay templates for frequently-used documents that apply all signature fields in a single click.

Watch The Overview

Prepare documents faster

Getting a document ready for signature can eat up time in your day. With Formstack Sign’s signature templates, you can create signature field overlays for the documents you consistently use. Prepare documents for signing in a matter of seconds.

Accelerate your signing workflows

Make life easier with a fast, smooth document setup process.

Simple

After setting a document up for the first time, save your fields as an overlay template that can be applied to future documents.

Automatic

With your signature templates, you can apply signature fields to your documents in a single click. Automate your setup process and save time.

Customizable

Need to change the way a document is signed? Easily adjust your templates by rearranging fields and saving the overlay as a new template.

How It Works

Set up signature templates in three easy steps:

Step 1: To create a template, you need to make sure you have placed all fields in your document that need to be saved. This is done in the Field Placement step of the Sign setup process.

Step 2: Click the Templates button and choose Create New Template. Choose a name for your template as well as what category it should fall under.

Step 3: Select whether the template will be visible to just you or your entire team. After you’re finished, click Create Template. You will then be able to use the template for future documents!

To learn more about setting up a signature template, check out this help article.

Ready to get started?

Learn how our no-code suite of products can help you automate the processes that matter and be more productive.
Connect With UsStart Your Free Trial

All Features

Form Building
The Ultimate AI-Powered Solution for Form Building
Saved Fields
Field Prefill
Smart Lists
One Question at a Time
Electronic Signatures
Themes and CSS
Subdomains
Save and Resume
Mobile-Friendly Forms
Form Importer
Drag and Drop
Section 508 Compliant Forms
Conditional Logic
Data And Analytics
Power your Data with our API Connector
Advanced Integrations
Conversion Kit
Email Confirmations and Notifications
Campaign Tracking
Partial Submissions
Import/Export
File Uploads
Field Validation
Field Bottlenecks
Data Routing
Forms API and Webhooks
Analytics
Advanced PDFs
Payments
PCI Compliant Forms
Payment Processors
Discount Codes
Calculating Fields
Security
Enhanced Data Security Add On
SCIM
Form Security
Invisible reCAPTCHA
Forms for HIPAA Compliant Organizations
GDPR Compliant Forms
Data Encryption
Teams
Subaccounts
Workflows
Portals
User Permissions
Approvals