Templates

Reusable templates
for every document
workflow

Build a template once for any agreement, approval, or onboarding document, then send it in seconds, with signing order, field placement, and recipient roles already configured.

Start freeSee template library

5

Template categories

Under 60 sec

Average send time from template

0

Setup required per send

  • Pre-built library
  • Role-based access
  • Signing order saved
  • Send in seconds

Templates

Customize templates before sending

Template nameRatingActions

  • Employment Contract

    324 uses

    4.9

  • NDA Agreement

    281 uses

    4.8

  • Sales Proposal

    198 uses

    4.8

  • Vendor Agreement

    166 uses

    4.7

  • Offer Letter

    153 uses

    4.9

  • Purchase Order Approval

    112 uses

    4.7
Template Library

Templates built for every team

Five categories cover the documents teams send most, from HR onboarding to vendor procurement. Every template includes pre-placed signature fields.

Human Resources

Offer letters, onboarding packets, policy acknowledgements, termination notices

Examples

  • Offer Letter
  • Employee Handbook Acknowledgement
  • Direct Deposit Authorization

Sales

Sales proposals, client agreements, service contracts, quotes

Examples

  • Sales Proposal
  • Service Agreement
  • Statement of Work

Legal

NDAs, vendor contracts, partnership agreements, IP assignments

Examples

  • NDA
  • Vendor Contract
  • Partnership Agreement

Operations

Procurement orders, standard operating procedures, internal approvals

Examples

  • Purchase Order
  • SOP Acknowledgement
  • Change Request

Finance

Budget approvals, payment authorizations, expense acknowledgements

Examples

  • Payment Authorization
  • Budget Approval Form
  • Expense Policy Sign-off

5

Template categories

20+

Document types covered

Shared

Across your whole workspace

How It Works

Three steps from template to signature

Every template stores your document structure, recipient roles, field positions, and signing order. Sending takes three steps.

  • 1

    Choose a template

    Pick from your library or the pre-built collection

  • 2

    Add recipients

    Fill in names and email addresses. Roles and fields are already mapped.

  • 3

    Send for signature

    Recipients get notified. You track progress in real time.

Pre-mapped fields

Recipient roles saved

Signing order set

Instant send

Reusable System

Build once. Use it across every workflow.

A template stores more than the document. Recipient roles, signing order, field positions, and approval routing are all part of the template, carried forward on every send.

Template settings

Recipients

Signing order

Approval routing

Field mapping

Reusable workflows

Consistent field placement

Routing preserved

No repeat setup

Team Templates

One library shared across your workspace

Admins create templates once. Every team member sends from the same approved document set, with no copying files, no version drift, and no rebuilding from scratch.

Shared workspace

  • HR offer letter template
  • Finance payment authorization
  • Vendor NDA, standard
  • Operations SOP acknowledgement

Shared

Across all teams

Role-based

Access control

Version-controlled

Single source of truth

Instant

Available on send

Workflow Automation

Signing order and approvals built into the template

When you create a template, you define who signs in what order and which approvals must happen before a document is sent. That logic carries forward every time the template is used.

Approval flow

  • Template created
  • Approval: Legal review
  • Signature: Department head
  • Signature: Employee
  • Completed: Certificate of completion generated

Ordered signing

Approval gates

Auto-notifications

Audit trail

Template Activity

See which templates are driving your workflows

Every template send is tracked. Check which documents are active, which are pending, and where workflows are stalling, across every team.

Usage overview

  • Employment Contract sent 18 times this month
  • NDA Agreement active in 9 open workflows
  • Vendor Contract completion rate at 94%
  • Procurement Approval pending in 6 workflows

Per template

Usage tracked

High

Completion rate

Real-time

Status updates

All teams

Visibility scope

Use Cases

Templates for every industry's recurring documents

The same template engine that handles an NDA handles a purchase order approval or an HR offer letter. Configure once for your team's document patterns.

FAQ

Common questions about document templates

What teams ask before standardizing agreements, onboarding packets, and approvals with reusable templates.

What types of documents can I create templates for?
Any document that your team sends more than once is a good candidate for a template. Common examples include offer letters, NDAs, vendor contracts, sales proposals, purchase order approvals, expense authorization forms, and onboarding packets. Templates work for any document that accepts signature fields.
Can I share templates with my entire team?
Yes. Templates you create in WoltSign are available to everyone in your workspace with the appropriate access level. Admins can control which teams see which templates, so your HR templates stay with HR and your sales proposals stay with the sales team.
Does WoltSign include pre-built templates?
WoltSign includes a library of pre-built document templates organized by category: HR, Legal, Sales, Finance, and Operations. Each pre-built template includes pre-placed signature and data fields. You can use them as-is or customize them before saving to your workspace.
Can I set a specific signing order in a template?
Yes. When you create a template, you define the recipient roles and signing order. That configuration is saved with the template and applied automatically on every send. A vendor contract template, for example, can require internal legal review before the external vendor receives their signing link.
How do I track which templates are being used?
The template activity dashboard shows usage by template: how many times a template has been sent, how many documents are currently in progress, and the completion rate. You can see activity across all teams in your workspace.
Can I make changes to a template before sending?
Yes. When you initiate a send from a template, you can customize the recipient information, adjust any pre-filled fields, and add a personal message before sending. The template itself stays unchanged. The modifications apply only to that specific send.

Reusable Templates

Start sending from templates today

Pick a pre-built template or create your own. Configure recipients, signing order, and fields once, then send in seconds every time after that.

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