Save Time with Reusable Templates

Create templates from your requests and reuse them to send new requests in seconds — without recreating the same structure every time.

Templates in Action

See how easy it is to save requests as templates and apply them to create new requests in seconds.

1

Save Your Request as a Template

After creating a request, save it as a template to reuse its structure, items, and settings for future requests.

  • Give your template a memorable name
  • All request details are automatically saved
  • Items, reminders, and settings are preserved

Why it matters:

Templates eliminate repetitive work. Save your most common request structures once and reuse them whenever you need to send similar requests.

2

Manage Your Templates

View all your templates in one place, see their details, and delete template you no longer need.

  • See all request, items and reminder settings at a glance
  • Delete templates you no longer need

Why it matters:

Simple template management ensures your saved configurations stay current and useful, adapting to your changing needs over time.

3

Apply Templates to Create New Requests

Select a template when creating a new request to instantly populate all fields, items, and settings. Then customize as needed.

  • Choose from your saved templates
  • All template details are pre-filled automatically
  • Customize contacts, dates, and items as needed
  • Create requests in seconds instead of minutes

Why it matters:

Applying templates dramatically reduces the time spent creating requests, allowing you to focus on what matters most — your clients and their needs.

Ready to streamline your request workflow?

Start using templates today — it's free, no credit card required.

Get Started

Have a question? Need help? We're here.

Send us a message — whether you're testing SignDeck or preparing to use it with real clients, we'll respond as soon as we can.

Or send us an email directly:

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