Prepare once. Send again with document templates.

Save the setup that stays the same

A Countersigned template stores a PDF, recipient roles, fields, defaults, and settings. It is useful when the structure stays mostly the same between agreements, such as a standard services agreement or an onboarding form.

A template is a starting point. Each agreement created from it is its own signing task. Previous recipients’ completed responses are cleared when a template is reused, so those responses are not carried into the next agreement.

Use roles for the people who change

A recipient role describes who acts on the document: “Client,” “Contractor,” or “Company signer,” for example. Set up the roles and their fields in the template, then supply the actual recipient details when you use it.

Clear role names make it easier to check the signing flow. They also help when another workspace member uses the template and needs to understand who should fill in each part.

Build a template you can trust

Start in Templates, or create a template from an existing agreement whose setup you want to reuse. Review the PDF before saving: any details printed directly in the document will still be there the next time you use it.

1. Give the template a specific, recognizable name.
2. Set up recipient roles and check their signing order.
3. Assign each signature and response field to the correct role.
4. Review default values and required fields.
5. Save the template, then check each new agreement before sending.

Keep the source document current

Templates save preparation time, but they still need care. Revisit them when your process or standard document changes. If you replace the PDF, check the field positions against the new pages rather than assuming the old layout still fits.

For agreements with changing prices, dates, or scope, decide which details belong in the underlying PDF and which should be entered into fields. Check both before you send. A familiar template should make review easier, not replace it.

Reuse on Free. Share with your team on Pro.

Reusable templates are included on every Countersigned plan, including Free. Free provides one workspace seat and up to 20 templates, so an individual can keep a library of frequently used agreements without a subscription. Pro templates are unlimited.

Paid Pro seats let team members share workspace agreements and templates. Use descriptive template names and agree on who maintains each source document. Reusing a template does not consume AI credits; sending the resulting agreement counts toward the workspace’s monthly envelope allowance.