Turn any document into a one-click reusable template
With SignOwl Templates, you save a document once — with all signature fields, date fields, and signer assignments already in place — and reuse it forever. Each time you send from a template, a fresh signing instance is created so the original is never modified. Teams on Business plans share a common template library, keeping everyone working from the same approved documents.
Benefits
- Eliminates re-uploading and re-placing fields on repeat documents
- Consistent field placement reduces missed signatures from signers
- Shared team library ensures everyone uses current, approved versions
- One-click send cuts document prep from minutes to seconds
- Templates support all field types: signature, date, initials, text, checkbox
How it works
- Prepare your document — Upload a PDF and place all required fields. Assign signer roles (e.g., 'Client', 'Witness') rather than specific email addresses.
- Save as template — Click "Save as Template", give it a name, and it appears in your template library instantly.
- Send from the template — Select the template, fill in recipient names and emails for each role, and send. No field repositioning needed.
- Track completions separately — Each send creates an independent document instance with its own audit trail and completion status.
Frequently asked questions
Can I edit a template after creating it?
Yes. Open the template, make changes to fields or content, and save. Existing documents already sent from the template are not affected — only future sends use the updated version.
Are templates shared across my team?
On Business plans, templates you create are visible to all team members in the organization. On Pro, templates are private to your individual account.
Is there a limit to how many templates I can save?
Business plans have no template limit. Pro plans can save up to 20 templates. Free plans do not include template saving.
Ready to send your first document?
Upload a PDF, add signature fields, and send — your signers get a beautiful page on any device. No accounts, no apps, no friction.
Start free — no card needed