Feature 04 / 06 · Templates

Build a template once. Drop a recipient in. Send. The form fields, validation, and signing order are already there.

How it works

Four moves, one tidy trail.

Lift a signed document.

Import any existing contract. legesis detects roles, signature blocks, and merge fields and converts them into a reusable template in under a minute.

Detected roles
CounterpartySignature · page 4
Company signerSignature · page 4
WitnessOptional · page 4

Map fields to data.

Bind fields to columns in your CRM, HRIS, or CSV. Next time you send, pick a customer — the template pre-fills itself.

Field bindings
counterparty.namesalesforce.opportunity.account_name
counterparty.emailsalesforce.opportunity.primary_contact
deal.valuesalesforce.opportunity.amount
start_datecomputed.today + 14d

Version and approve.

Legal edits once; everyone sends the latest. Templates carry semantic versions and require approval before they ship to the whole team.

Version history
v3.2.0Updated data-processing clauselegal@
v3.1.0Added auto-renewal opt-outlegal@
v3.0.0Refactored scope schedulelegal@
v2.4.1Fixed typo in section 6ops@

Bulk-send without breaking.

CSV in, envelopes out. Up to two thousand in a single job. Every envelope carries its own audit trail — no loss of fidelity at scale.

Bulk job
2,000
Queued
1,874
Sent
1,231
Signed
Proof

Numbers the team actually checks.

60s
Lift-to-template

Median import time per document

2k
Bulk send max

Envelopes per job

SemVer
Template versioning

Changes reviewed and approved

Shared library

Business and above

Compliance

Versioned wording, controlled by the right people.

Every template change is auditable — who edited it, what clause moved, when it shipped. Restrict edit rights to legal; grant send rights to sales, HR, or RevOps. The library is a single source of truth for the agreements your business depends on.

Enterprise customers can enforce approval flows before any template version goes live, and tag templates with compliance scopes (GDPR, HIPAA, SOC) for reporting.

Questions

Before you write it in.

  • Only if you let them. Template edit rights are a distinct permission from send rights. Most teams limit editing to legal and ops.
Start today

Five free envelopes, no credit card. You can upgrade, downgrade, or walk away — we designed it that way.

No card required · 5 free envelopes · Cancel anytime.