--- title: "Save and reuse signing templates" description: "Save the roles, fields, message and signing order of a request as a signing template, then apply it to any document. Rename or delete templates in one place." url: https://help.pdfbetter.com/signing/signing-templates/ collection: "eSignatures" section: "Requesting signatures" updated: 2026-10-18 publisher: "PDFBetter (AI Generated Inc.)" --- # Save and reuse signing templates > In **Invite to sign**, click **Save as signing template** in the top bar to keep its roles, fields, message, order and reminders. Next time, click **Start from a signing template** in **Invite to sign**, or **Use** in **Templates → Signing templates**, and fill in each person's name and email. Do it in PDFBetter: https://pdfbetter.com/app/templates/ A signing template remembers how a request is set up, not who it goes to: each recipient becomes a role (“Tenant”, “Landlord”), and fields stay assigned to their role. Use it for documents you send again and again, like leases, offer letters or NDAs. ## Save a template 1. **Set up the request once**: In **Invite to sign**, add the recipients, place each one's fields, and choose the order, message, reminders and expiry. 2. **Save it**: In the top bar, click the template icon, **Save as signing template** (its label shows on wide screens). The names you typed become the role names. ## Use a template 1. **Open the document**: Open the PDF and switch to **Invite to sign**. 2. **Start from the template**: Click **Start from a signing template** at the top of the recipients step and pick one. Its roles replace the current recipients, and its fields go onto the same page numbers. 3. **Fill in the people and send**: Type each person's name and email in place of the role, check the fields, then **Send**. You can also start from **Templates → Signing templates**: **Use** asks which document to send it with, and **Use with “…”** in the **⋯** menu opens the document the template was made from. > **Different page counts:** Fields go on the same page numbers as in the original. If the document has fewer pages, fields for the missing pages are skipped and PDFBetter tells you which pages. Undo removes the template's fields. ## Rename or delete In **Templates → Signing templates**, each template shows its roles, field count and when it was last used. The **⋯** menu has **Rename** and **Delete**. Deleting a template doesn't affect requests already sent from it. ### Can my team use my signing templates? Not yet. Signing templates are personal. To share a reusable document with your team, use a [document template](https://help.pdfbetter.com/forms/reusable-form-templates/). ### What's the difference from a document template? A document template is a reusable PDF with its fields. A signing template is the recipient set-up of a request (roles, which fields each fills, message and order), applied to whichever document you choose. ### Can I bulk send from a template? Yes: apply the template, keep one signer, then choose **Bulk send** when you send. See [Bulk send](https://help.pdfbetter.com/signing/send-same-document-to-many-signers/). ## Related articles - [Request signatures from other people](https://help.pdfbetter.com/signing/request-signatures.md): Open the document and switch to Invite to sign. Add each recipient's name, email and role, choose In order or All at once, place each person's fields, then choose Send, check the title, message, reminders and expiry, and select Send. - [Bulk send: one document to a whole list, each person signs their own copy](https://help.pdfbetter.com/signing/send-same-document-to-many-signers.md): Prepare the document for one signer, choose Bulk send when you send, then upload a CSV or Excel list (or paste rows) with a name and email per person. Everyone gets their own copy and signing link; you track them all in Sent. Up to 500 recipients per bulk send, on Business. - [Contacts: add, import and send to the people you sign with](https://help.pdfbetter.com/signing/signing-contacts.md): Contacts in the sidebar lists everyone you've sent a document to for signature or who sent you one, plus anyone you add or import. Click Send to sign next to someone and the document you pick opens in Invite to sign with them already filled in. - [Track, remind, cancel or resend a signature request](https://help.pdfbetter.com/signing/track-signature-requests.md): Open Sent in the sidebar and select a request. Each recipient shows Emailed, Opened, Signed or Declined. Use Remind, New link / fix email or Cancel request, and download the Signed PDF and Certificate once it's Completed. --- Source: https://help.pdfbetter.com/signing/signing-templates/ · PDFBetter Help Center · Last checked against the product 2026-10-18. Questions: support@pdfbetter.com