Glossary

Template

An e-signature template is a reusable document that already has its signature boxes, fields and signer roles in place, ready to send again without setting it up from scratch.

Updated October 13, 2026 · 1 min read

On this page
  1. Why use one
  2. How templates work in SignMaster
  3. Questions

Why use one

Most businesses send the same few documents over and over: a contract, a change order, a lien waiver, an NDA. Placing the same fields by hand every time is slow and invites mistakes. A template does the setup once.

How templates work in SignMaster

  • Upload the document once and place the fields for each role, like Customer or Contractor, instead of a named person.
  • Start a new envelope (one send to one or more signers) from the template and fill in who's signing.
  • Combine several templates into one envelope when a job needs more than one document.
  • Use a template for bulk send on paid plans.

The free plan includes 3 templates. Paid plans have no template limit.

Questions? Answers.

Can I send several templates together?

Yes. Pick more than one template when you start an envelope and they combine into one send, in the order you picked them.

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