Build Dynamic Templates

Simplify with

Drag and Drop

Create stunning templates with our intuitive document editor—no extra software needed. Simply drag and drop text fields, dropdowns, and other elements, speeding up your workflow and making document creation effortless.

Streamline workflows using

Signature Roles

Conditions allow you to show or hide specific sections and paragraphs based on choices made by the sender or recipient, creating a more tailored and dynamic document.

Standardize data input with

Placeholders

Use placeholders to seamlessly merge unique data into each document and template — no manual edits required.

Work faster using

Quick Actions

Just type (/) to quickly insert placeholders, fields, or entire content blocks into your template, making feature-rich documents fast and simple to build.

Collect data using

Fillable Fields

Create forms with various input types and validation so no crucial information is missed. Recipients can quickly and accurately enter their details, reducing errors and saving time.

Create better proposals with

Product Library

Save all your products into a library. Add Product tables to easily showcase multiple items, prices, and options within your templates, making it simple to tailor offers for your clients.

With built-in features like price intervals, product selection, and automatic tax calculations, you save time and provide a clear, interactive experience. 

Be consistent with

Content Library

Store and organise all your frequently used content, images, and assets in one place. The content library makes it easy to access and reuse materials across your templates for a consistent and efficient workflow.

Ensure compliance using

Template Library

Keep your brand and regulatory requirements in check by centralising approved templates in a secure, organized library. Quickly update and reuse them to maintain consistency, reduce errors, and streamline your workflow.

Structure your templates with

Tables

Create visually appealing tables to organize and display your document data clearly and effectively. Customize layouts, styles, and content to make your information easy to read and professional-looking.

Collect important documents with

Attachments

Attachments provide a convenient way to gather all additional documents needed to finalize an agreement, ensuring everything is collected in one place. 

Build dynamic templates

Conditional Fields

Conditions allow you to show or hide specific sections and paragraphs based on choices made by the sender or recipient, creating a more tailored and dynamic document.