Using Templates for Contract and Forms

From loan applications to non-disclosure agreements and rental agreements to purchase orders, anyone dealing with day-to-day form and contract sharing can benefit from a templated process. With templates, every budget approval, statement of work or employee onboarding request is easier and more efficient.

Templates allow you to save and reuse repeatable information for every contract or form, and simply put a “placeholder” for the recipient. This way, all you have to do to share a document is add the approvers and press send.

Simply put, templates allow you to save standard messages, fields, routing order and other aspects of a form that remain the same regardless of who you’re sending it to. You can still add, delete and revise text, subject and recipient information to further customize from there.

Where can you find contract templates and form templates?

Docusign offers pre-built contract templates and form templates for most common use cases. You can also create your own form templates for common forms that your organization frequently sends out for signature. This means along with boosting signing speed, you gain a built-in solution to processing and sharing documents faster—streamlining before you even hit send.

Docusign eSignature customers and anyone with a Docusign trial account can access Docusign’s extensive Template Library.

Docusign pre-built contract templates

Docusign has created templates for many commonly used contract forms to help speed up the sending process and reduce your risk of errors. Here are some examples:

General contract templates and form templates

• Statement of Work (SOW)

• Account Change Request

• Mutual Non-Disclosure Agreement

• New Badge Request

• Purchase Order

• Sales Contract

Nonprofit contract templates 

• Board Meeting Notes Approval

• Donation Request

• Event Budget Approval Request

• Volunteer Application

Human Resources contract templates and form templates

• Employee Tuition Reimbursement 

• COVID-19 FMLA Leave Request

• Employee Status Change Request

• Employee Offboarding Request 

• Employment Offer Letter

• W4 and I-9

• W-9

• 1099

Real Estate contract templates and form templates

• Realtor Listing

• Residential Rental Application

• Inspection Contingency Addendum

• Seller's Property Disclosure Statement

Financial Services and Insurance templates

• Proof of Auto Insurance Verification

• Selection / Rejection of Underinsured Motorist Coverage

• Automobile Claims Inspection Report

• Joint Credit Application

• Account Change Request 

Accounting templates

• State Tax Form: VA

• Form 4506-C: Request of Transcript of Tax Return

Healthcare and Life Sciences templates

• Medical Records Release 

• COVID-19 Declaration of Symptoms

• Statement of Investigator, FDA 1572

• Telemedicine Patient Consent

Public Sector templates

• Certificate of Election of Coverage - SS-16

• State Tax Form: VA

• CA Standard Forms Library

• Recurring EFT Authorization

Of course, your options don’t start and end here. If you gain access to templates shared with you by other users, you may be able to edit and use those as well. Additionally, you can always create templates of your own.

How do you use templates?

Templates are reusable and repeatable. You can customize, use and edit as many templates as you like, seamlessly adding additional files or recipients and adding and modifying message or signing fields as you go. 

Using templates is simple, but may take you some time to get up to speed. The basic steps are:

1. Log in to your Docusign account, and head over to the Templates page.

2. Select the template collection you want to choose from (multiple collection categories help organize all of the templates you have access to).

3. Search, filter or scan the collection to find the template you want to use. 

4. Use the template to start a new document.

5. Input the email addresses and name values for any recipients—populating from a premade list if necessary.

6. Enter or modify your messages to all recipients, and create a custom subject line to differentiate your envelopes. 

7. Review the recipient fields.

8. Send your envelope.

For a more detailed description of these steps, support visuals, and additional tips, head to Docusign’s template support page.

Docusign offers templates for common forms, but for step-by-step instructions on tailoring unique form templates, visit the create a template page.