Set it up once. Send it every time.

Make a template

1. 1

   Start from a PDF

   Upload the document you already use, or scan paper straight into a new template with your phone.

2. 2

   Add roles, not people

   A template uses roles like Customer and Contractor. When you send it, you fill in who's who.

3. 3

   Place the fields

   Drag fields onto the page, or let Alana place them next to the signature lines. A fillable PDF's own fields come in with the file, and text tags typed into your document become fields where they sit.

4. 4

   Share it with the team

   Templates belong to the workspace. Permissions decide who can use them and who can create and edit them.

Fields that do the work

• Calculated fieldsAdd, subtract, multiply and divide, plus SUM, MIN, MAX, ROUND and ABS. Quantity times price, plus extras, filled in as the signer goes.
• Conditional fieldsHidden until they apply, based on what the signer picks in a checkbox, dropdown or radio button.
• Linked fieldsThe signer types a value once, like their name, and it fills every linked copy on every page.
• Checkbox groupsRequire at least one box in a group, or set the fewest and most a signer can tick.
• RulesCheck answers as an email, phone number, ZIP code, number, currency or your own pattern, with the message the signer sees.
• Every field typeSignature, initials, date, text, number, currency, checkbox, dropdown, radio, attachment, driver's license, stamp and more.

Ways to use a template

Each time you send a template, it becomes an envelope: SignMaster's word for one send, with one or more documents going to one or more signers.

• Send it to one customer, from the web or the iPhone and iPad app.
• Combine several into one envelope. Roles with the same name merge, so the customer signs everything in one sitting.
• Bulk send it to a list from one CSV, one envelope per row.
• Turn it into a public link or QR code, so anyone can fill and sign their own copy.
• Ask Alana to start a draft from it for a named customer.

Plans

Free includes 3 templates. Solo, Crew and Company include unlimited templates. Calculated, conditional and linked fields, public links and fillable-PDF import work on every plan; bulk send needs a paid plan. Compare plans.

Good to know

• SignMaster doesn't come with a library of ready-made contracts. Templates start from your own documents.
• It doesn't import templates from other e-signature apps. Start from the PDF; fillable fields come with it.
• Calculated and conditional fields look at the same signer's answers, not another signer's.