Document Templates for E-Signatures

E-signature templates are pre-designed digital documents that include reusable fields for electronic signatures, dates, names, and other important information. Templates help streamline repetitive paperwork by allowing you to quickly send standardized forms such as contracts and NDAs – without creating a new document each time.

Follow these steps to create a reusable document template with Xodo Sign:

1. Sign up for Xodo Sign.
2. From the Dashboard, select “Templates” in the left-hand menu.
3. Click “New Template”.
4. Click on the template option and upload a file.
5. Set signer roles and define the signing order.
6. Add a template title and optional message.
7. Customize any additional template settings.
8. Click “Prepare” to add required fields like signature, date, or initials.
9. Click “Save” to finalize and store your template.

For a clear step-by-step visual guide, check out the video tutorial.

The number of templates you can create in Xodo Sign depends on your plan:

• Free plan: 1 template
• Basic plan: 3 templates per each team member on the plan
• Professional plan: unlimited templates

Need volume templates? Contact our sales team to explore custom Enterprise plans tailored to your needs.

Yes, Xodo Sign supports bulk sending of templates, allowing you to send the same document to multiple recipients at once. Each recipient receives an individual copy to sign. Please note: Bulk sending uses Bulk Sending Credits. You can increase your available credits by upgrading your subscription or enabling overage billing in your account settings.

You can manage and organize all your document templates in the Templates menu. From there, you can create, import, archive, or delete templates to keep your workflow organized and up to date. For more detailed instructions, visit our support page on managing templates.

To generate a signing link for a template, you’ll need to create a Template Link instead of a regular template. Once the Template Link is created, you can find it in your template list and click the “Send Link” button on the right-hand side to share it.

Yes, you can easily import templates from DocuSign into Xodo Sign. This lets you bring over your existing document templates, including preset fields and signer roles, for a smooth transition and uninterrupted workflows. For step-by-step instructions, check out the guide on importing DocuSign templates into Xodo Sign.