Reusable document templates
Create a template once and send it to any number of signers — no re-uploading, no repetition.
How it works
Create your template
Upload any PDF and mark the signature, date and text fields. Save it as a reusable BuiltSign template.
Fill in recipient details
Enter the signer's name and email. BuiltSign auto-fills any custom fields you defined — no manual editing required.
Send and reuse
The template stays ready for the next use. Send the same template to a new recipient in under 30 seconds.
Benefits of document templates
No repetitive uploads
Upload once. Send as many times as you need. Templates eliminate the weekly PDF upload cycle.
Consistent, error-free documents
Every version of the document sent from a template is identical — no copy-paste mistakes or version drift.
Works with bulk sending
Use templates with BuiltSign's bulk sending to personalise and send to your entire contact list at once.
Who uses templates?
HR
Standard employment contract — reused for every new hire, auto-filled with their details.
Freelancers
Client agreement template — sent to every new client without re-uploading the same PDF.
Questions about templates
- On the Pro plan, you can create unlimited templates.
- Yes. Templates are shared across your BuiltSign organisation — any team member can use them.
- Yes. Editing a template only affects future sends. All previously signed documents remain unchanged.
- Yes. Select a template and import a recipient list — BuiltSign personalises and sends to everyone in one action.