Document Templates (DocuSign-Style)
Upload documents and drag-drop signature fields - Professional document templates
Feature Status
✅ Document templates are FULLY OPERATIONAL! This wiki page is being written. Access via Settings → Document Templates.
What Are Document Templates?
Document templates allow you to create reusable signature documents with predefined field positions - just like DocuSign!
Key Features:
- 📤 Upload any PDF, PNG, or JPG document
- 🖱️ Drag and drop signature fields onto the document
- ✍️ 5 field types: Signature, Initials, Text, Date, Checkbox
- 📐 Visual field positioning and sizing
- 🔄 Reusable for multiple customers
- 💾 Save once, use forever
Use Cases
📝 LOA Templates
Standardized Letter of Authority forms
💰 Quote Templates
Quote acceptance forms with terms
📄 Contract Templates
Multi-page contract documents
Documentation In Progress
Detailed guide with visual editor instructions coming soon!