A template is a pre-designed document with general information that you send frequently to different people for eSignature online. You can save the template in your account and whenever you need to send a new document of this type, you can open the template library and use it in a few clicks instead of having to create a new document from scratch.

Imagine yourself as a film producer's assistant who sends non-disclosure agreements to everyone visiting the set of a movie, such as caterers or extras, stating that they will not reveal any plot details. Instead of writing a new agreement every time you need one signed, you can create a template containing the text of the agreement and put placeholders for the names of the signers, signature dates, contact information, and any additional details. Sign.cc will include the recipient's information automatically based on your contact list when you open the template. You will save a great deal of time by doing this instead of starting from scratch.

Can You Create a Template Without a Software?

While it is possible to create a custom contract template without using any digital tools, this is a difficult task. This is especially true if you work with intricate contracts that need you to regularly change certain terms and conditions. The same is true in circumstances when a contract must be signed by many parties from various places. You may have to fax the document if you opt to follow the process manually. Building a bespoke template without depending on a digital solution is, in truth, a waste of time and effort. You must go over the entire paper to verify there are no mistakes. There's a good risk you'll overlook a few details, which will jeopardize the contract's authenticity. You should also keep in mind that you may need signatures from people who are far away. This is just another obstacle you will have to overcome. Why go through all that trouble? Sign.cc can help you save time.

Benefits of Using Pre-Designed Templates

Using contract builder software, which gives you pre-designed templates to utilize, might present you with a slew of advantages. For one thing, you'll be able to save time. You're undoubtedly reading this because you know how time-consuming contract creation can be. However, perhaps you've done it previously and want to streamline the procedure. Sign.cc can very useful in this situation.

Introducing Sign.cc

500Apps is the creator of Sign.cc. This program allows you to select a template and customize it to meet your specific company needs. Depending on the sort of contract you desire, you may specify terms and conditions. The program also lets you save the content in a format that your end-users can understand. You may upload documents from your PC, Dropbox, Google Drive, or CRM Integration using the drag and drop tool. After that, you may add fields from other files. Furthermore, your chosen templates may be easily shared with your team or peers. As a result, you'll be more productive since you'll be able to collect input from all parties engaged in the contract. Another unique feature of the Sign.cc templates is that you may reuse them as often as you like.

How to Create a Template?

It's Easy to Make a Template; Here's How to do it:

  • In your word editor of choice, first write your document, leaving blank spaces for any information that will be added later for each signer, such as a name, a date, etc.
  • Save your document, preferably as a PDF.
  • After clicking 'Select Files', you will be taken to an uploading screen where you can either select files to upload or drop them in the 'Drop files here to upload' area.
  • Next, select the signer's role. Our non-disclosure agreement for the film will be signed by a contractor, so in the role field, you should write Contractor.
  • It's time to prepare the document for signing. Go to the upper right corner and click on the Preview button.
  • You're now on the document-editing screen. You can drag any text box from the righthand menu and place it wherever you want in the document.

pre-designed-templates

In our example, we placed the Full Name box, the Signature box, and the Date Signed box in the blank space. When you use the template and choose the recipient, Sign.cc will automatically fill in the Full Name box. When the recipient signs the document, the date will also be automatically filled in.

  • Now that you have saved the template, you can view it by selecting 'Upload files from recent files'.

How to Use a Template?

Suppose you want to provide a new contractor with a film non-disclosure agreement. First, find the template in the ‘Recent Files’ menu, then select the template and click OK.

Select the recipient of the document on the next screen. In the signer category, we would enter the name and email address of Brian Lee, since we want to send the agreement to him.

You can also write a description (optional).

When you’re done, click Send in the top right corner after previewing the document and that’s it. An email containing a link to the document will be sent to the recipient.

Types of Templates:

1. Standard Template

You reuse the file to be signed, as well as all signatures and additional boxes added for signers to fill out, as well as configurations like email reminders, topic, email content, and login types. Use this template for files like engagement letters or patient onboarding forms when the file to be signed is the same or just requires a minor update before being sent out each time, such as a name change.

2. Dynamic File Templates

When you want to modify the file every time but keep the signature boxes, additional fields to fill in, and configurations like reminders and the email topic, this is beneficial. For example, each client's Form 8879 may be created from scratch, but the signature boxes must be placed in the same place.

Conclusion

The way firms manage templates has evolved as a result of technological advancements. Advanced digital tools have enabled the tracking and updating of critical information on these templates to be automated. Furthermore, these technologies have made the process of establishing contracts much easier. Pre-designed templates may be readily changed to meet your company's needs, so you don't have to worry about paperwork.

Discover Why Sign.cc Stands Out
Join the SaaS Revolution
ribbon
  • All-in-One Suite of 50 apps

  • Unbelievable pricing - ₹999/user

  • 24/5 Chat, Phone and Email Support

Tags

Email Finder Author Finder Email Validator Email List Email Hunter Email Checker Email Lookup Email Extractor Email Address Finder Email Scraper Find Emails CRM Software CRM Sales CRM CRM Software Enterprise CRM Software Cloud CRM Software Sales Enablement Workflow Automation Retail CRM Call Center CRM Real Estate CRM Sales Engagement Software SDR Software Sales Engagement Platform Sales Qualified Leads Lead Management Tool Sales Tracking Sales Automation Outbound Sales Sales Prospecting Follow Up Leads Lead Management Call Center Software Call Center Software Outbound Call Center Auto Dialer Software Dialer Call Monitoring Automatic Call Distributor Answering Machine Detection Cloud Contact Center Software Virtual Call Center Call Management Time Tracking Software Time Tracking Employee Monitoring Time Tracker Time Tracking Software Timesheet Employee Time Clock Employee Tracking App Timekeeping Tracking App Time Clock App Applicant Tracking Systems ATS Applicant Tracking System Application Tracking System Applicant Software Recruiting Software ATS System Applicant Tracking Applicant Tracker Recruitment Software Candidate Relationship Management Systems Interview Assessment Tool Assessment Management Recruitment Software Video Interview Virtual Interview Coding Interview Interview Tool Online Assessment Employment Assessment Test Position Management Hiring App HRMS Software Human Resource Management HRMS Software HR Software Payroll Software Human Resource Software Employee Onboarding HRMS HR System Employee Management Document Management AI Outreach Service Lead Enrichment AI Email Writer Sales Pitch Writer AI LinkedIn Outreach SEO Email writer Backlink Email Writer LinkedIn Based Personalization LinkedIn Chrome Extension LinkedIn Leads Opening Line Writer Lead Generation Tool Linkedin Search Email Finder Prospect Lead Generation Sales Generation Data Enrichment CRM Integrations Technology Search Search with Email Integrations Website Search OKR Management Software KPI OKR Task Management Performance Review Employee Performance Evaluation Employee Review Performance Management System OKR Goals MBO Email Notifications Learning Management System LMS Elearning Enterprise Learning Management Professional Development Employee Training Learning Management System Learning Platform Asynchronous Learning Training Management Knowledge Management Chatbot Chatbot AI Chatbot Customer Service Chatbot Online Chatbot Create Chatbot Messenger Chatbot Chatbot Software Website Chatbot Software Survey Bot Bot Builder Help Desk Software Ticketing Tool User Experience Help Desk Software Ticketing System Helpdesk Ticketing System Feedback Management Service Desk Software Support Ticketing Software Helpdesk Support Software Customer Service Ticketing System Live Chat Software Customer Service Software Live Chat Software Live Chat App Live Chat System Website Live Chat Live Chat Tool Web Chat Software Live Chat Support Software Customer Service Tool Live Chat Service Customer Feedback Software Customer Feedback Survey Customer Feedback Management Software Feedback Management Tool Customer Satisfaction Survey Software Customer Feedback Management System Client Feedback Software Survey Analysis Feedback Survey Software Feedback Management System User Feedback Software Onboarding Process Customer Success Management Onboarding Process Workflows Customer Retention Customer Journey Onboarding Checklist User Segmentation Personalization Customized Templates Popup Builder Unified API Platform End To End API Management Unified API Control REST API Management Web API Gateway API Documentation API Management API Integration API Development Unlimited Projects API Gateway Single Sign on Solution Authentication Software Application Management Password Management SSO Configuration SSO Single Sign-On Access Management Easy Set-Up Single Login Secure Login Low Code App Builder App Builder Platform Low Code Application Platforms Low Code Development Build Your Own App Low Code App Software Drag And Drop Builder Custom Application Low Code Platform Low Code No Code Bespoke Software Third Party Widgets Custom Widget File Picker Playground OAuth Keys File Manager Website Monitoring Software Reporting Web Application Monitoring Website Monitoring App Monitoring Performance Monitor App Baseline Analysis Location Insights Alerting System Reporting Multi-Channel Notifications Wireframe Tool Design UI UX Project Management Mock Designer Wireframe Designer Website Mockup UI Prototyping Image Library Project Management Real-Time Updates Design UI UX Website Builder Website Builder Webpage Builder Website Creator Landing Page Creator Website Maker Blog Builder Ecommerce Website Builder Website Analytics Website Development Landing Page Builder Email Marketing Email Marketing Software Bulk Email Sender Automated Email Email Campaign Systems Email Automation Software Autoresponders Email Blast Service Email Marketing Email Marketing Automation Drip Campaigns Social Media Management Instagram Post Scheduler Social Media Analytics Social Media Management Social Media Planner Social Media Calendar Social Media Scheduling Social Media Listening Social Media Monitoring Social Listening Social Analytics SEO Software Keyword Tool Link Building Tool SEO Tool SEO Optimizer Website Audit On-Page SEO Broken Link Checker Rank Tracker Website Grader SEO Competitor Analysis Website Recording Website Analytics Click Tracking Usability Testing Website Monitoring Mouse Tracking Visitor Recording Session Replay Conversion Funnels Website Recording Website Visitor Tracker Website Personalization Tool Lead Generation Tool Popup Maker Lead Generation Software Popup Builder Website Personalization Software Lead Capture Software Popup Builder Lead Capture Tool Lead Generation App Website Personalization App Content Planning Software Content Planner AI Writer Social Media Content Planner Ai Content Writer Social Media Content Calendar Content Generator AI Blog Writer Content Marketing Software Social Media Calendar Social Media Planner Push Notification Push Notification Push Messages Push Notification Service Push Service Push Notification App Custom Notifications Mobile Push Notifications Push Notification For Website Push Notification Tool Push Notification Providers Hyper Personalization Email Marketing Template Countdown Clock Personalization Software Personalized Software Countdown Clock Countdown Timer In Email Personalization Tool Personalized Images Personalized Videos Conversational Chatbot PPC Management Software Keyword Research PPC Management PPC Marketing Keyword Finder Keyword Generator Shopping Ads Adwords Reports Keyword Research Tool Keyword Suggestion Tool Teamwork Collaboration Methods Team Chat Team Chat Software Collaboration Software Team Collaboration Team Communication Online Collaboration Collaboration Tool Teamwork Collaboration Virtual Communication Team Collaboration Software Virtual Phone System Virtual Phone Numbers Virtual PBX Toll Free Numbers Business Phone System IVR PBX Small Business Phone System PBX System VoIP Phone Cloud Phone Video Conferencing Video Conferencing Video Call Recording Virtual Conferencing Software Virtual Meetings Virtual Meeting Platforms Virtual Conference Platforms Online Conference Platforms Video Calling Software Cloud Meetings Video Conferencing Software Email Software Email Software Email Provider Software For Emails Hosted Emails Email With Domain Custom Email Address Email Hosting Business Email Address Email Encrypted Custom Domain Email Project Management Software Project Management Task Management Project Planner Project Management Tool Task Management Software Project Planning Software Project Management App Task Management App Project Management System Project Management Software Form Builder Form Builder Survey Builder Order Forms Web Forms Form Maker Form Creator Form Designer Survey Maker Survey Creator Custom Form Appointment Scheduling Software Appointment Scheduling Software Appointment Scheduling System Meetings Scheduler Appointment Scheduling App Online Appointment Scheduling Online Scheduling App Appointment Scheduler Appointment Booking App Calendar Scheduler Online Scheduler Robotic Process Automation Software RPA Tools RPA RPA Automation Robotic Automation Software Data Scraper Web Scraper Robotic Automation Website Scraper Business Process Automation Robotic Process Automation Business Process Management Workflow Management Business Process Modelling Business Process Automation BPMN BPM Software BPM Tool Business Process Management Workflow Software Workflow Automation Business Process Mapping App Integration Software Workflow Software Workflow App Workflow Automation Process Automation Application Integration Data Integration Tool Workflow Management Software Data Integration Software Workflow Tool Marketing Automation Electronic Signature Signature Maker Digital Signature Software Digital Signature Pdf Signer Esign Online Signature Signature Creator Sign Documents Online Electronic Sign E Signature

Get Started with 500apps Today

Sign.cc is a part of 500apps Infinity Suite

Please enter a valid email address
Sign Up 14-day Trial