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Templates

Send the same kind of agreement often? Save it once and reuse it.

GuideUpdated October 20262 min read

What a template holds

A template is a form you send again and again: your own purchase contract, an assignment, a listing agreement. Save it with its name and defaults, and start the next document from it instead of from scratch.

Fields that remember

When you place fields on a form, DealSign remembers where they went. The next copy of that form, even a scan, starts with the fields where you put them last time. Fit one field to its line and repeat it down the pages.

On Team, templates are shared, so everyone sends the same contract the same way.

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