Introduction
If you're sending documents regularly like service agreements, NDAs, or onboarding forms, writing the same email over and over can be a huge time sink. Email templates solve that. They let you save pre-written messages you can reuse anytime, with the flexibility to personalize each one using smart placeholders.
Whether you're a solo business owner or managing a team, setting up email templates ensures that every document you send is consistent, on-brand, and efficient. Once you’ve set them up, it takes just a few clicks to attach the right message to any contract or form you’re sending for signature.
Steps to Set Up Email Templates
1. To set up Email Template, open your Dashboard and click on Settings.
2. Click on Email Settings
3. Click on Manage Templates
4. Click on Create New
5. Here you fill in all the details like Template Title, Subject, and the Body.
6. For example, I have made a Service Agreement template, which I can reuse anytime in the future.
7. Once your template is ready, click on Save
8. Now, to test the template, we will go to the PDF Templates. Click on PDF Templates.
9. Click on Create Template
10. Upload the document on which you want signatures, assign the role and click on Confirm
11. Select the fields you want to assign to the Signer.
12. Drag and drop the fields as per the requirements.
13. Once your document is ready to share. Click on Save
14. Now, while sending the document you will find the option of Email templates. Click on Email templates to select one of the saved templates.
15. Select the saved template.
16. Click on Use Template
17. Type @ to add any placeholder in Subject or in the Body.
18. Once everything is set. Click on Send.
19. Click on Send Via Email
20. This is how the template will look in the sender's inbox. Click on Sign Now to start signing.
FAQs
Can I personalize templates for each recipient?
Yes. You can add placeholders like@name,@email, or@companyThat automatically pulls in real values when sending.Can I create multiple templates for different use cases?
Absolutely. You can make separate templates for different types of documents—like proposals, agreements, or internal approvals.Will my teammates have access to these templates?
If you're on a shared workspace or team plan, templates can be reused by your entire team to keep messaging consistent.Can I preview the email before sending?
Yes. Before sending, you'll see exactly how your email will appear with the selected template and filled placeholders.Is it possible to edit a saved template later?
Definitely. Just go to Manage Templates, select the one you want to update, and make changes whenever needed.
Conclusion
Email templates aren't just a nice-to-have; they're a time-saving powerhouse for anyone sending recurring documents. Once set up, you don’t have to retype the same email again and again. Just select your saved template, hit send, and get those signatures rolling in.
Whether you're managing contracts, onboarding vendors, or sending approvals, this small setup can streamline your entire document workflow.
Try it once and you'll wonder how you ever worked without it.