Templates
Build it once,send it all year
A guide for each document teams send most often: who signs it, the order they sign in, and every field it needs. Build it once as a template and the next one takes thirty seconds.
Document guides
Pick a document
Each guide lists the recipients, the routing order and the fields, so you can build the template while you read it.
Non-disclosure agreement
Protects information two parties share before they work together. Usually the first document a deal produces, and the one most often sent as a plain PDF attachment.
2 signers5 fieldsResidential lease agreement
Sets the terms between a landlord and a tenant. Often signed alongside a deposit, which is the part that usually happens separately and slowly.
3 signers7 fieldsTakes paymentEmployment offer letter
Offers a role and records the terms the candidate accepts. Speed matters more here than on any other document, because a good candidate has other offers.
2 signers6 fieldsIndependent contractor agreement
Engages someone who is not an employee. Usually needs a deposit before work starts, and usually gets it late.
2 signers6 fieldsTakes paymentPurchase agreement
Records a sale and its conditions. Often has more than two parties and an order they have to sign in.
3 signers6 fieldsTakes paymentListing agreement
Appoints an agent to sell a property and sets the commission.
3 signers6 fieldsService agreement
Sets out ongoing work, what it costs and how either side ends it.
2 signers6 fieldsTakes paymentMortgage disclosure
Puts required disclosures in front of a borrower and records that they read and accepted them.
3 signers4 fields