Create a team
On the Business plan, open Settings → Team & branding, enter a Team name and click Create team. You become the owner, and your Business seats cover everyone you invite.
Updated 2 min read Available on Business
A team is a shared space for colleagues: documents and templates you choose to share, owner/admin/member roles, and your logo and colors on signing invitations and shared links. Teams are part of the Business plan, priced per seat.
Create your team
Step 1: Open Team & branding
Click Settings at the bottom of the sidebar, then Team & branding. You can also click your name at the top of the sidebar and choose Create a team.
Step 2: Start Business if you need to
If you aren't on Business, the page shows Start Business. New subscribers get a 7-day trial; a card is required (how the trial works). Business costs $24 per seat a month, or $18 per seat a month billed yearly.
Step 3: Name the team
Under Create your team, enter a Team name, such as your company's name.
Step 4: Create it
Click Create team. You're the owner, and the team's section appears in your sidebar.
Step 5: Invite people
Use Invite by email on the same page. See Invite people to your team.
What changes for you
- Your existing documents stay personal. Nothing is shared until you choose Share with team on a document.
- The sidebar gets a Team section with the team's Documents and Templates, and a Manage users link for owners and admins.
- The switcher at the top of the sidebar lets you show everything, only personal documents, or only the team's.
- Every signing invitation you or your teammates send can carry the team's brand once you set it up.
Can I rename the team?
Not from Settings yet. The Brand name under Branding is what recipients see, and you can change it any time.
Can I delete a team or hand ownership to someone else?
There's no button for either yet. To transfer ownership, contact support through the contact page from the owner's account.
Been invited instead?
Open the link in your invitation email while logged in with the address it was sent to, then click Accept invitation.
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Related articles
- Invite people to your teamIn Settings → Team & branding, type an address under Invite by email, pick a Role and click Send invitation. The invitee opens the emailed link while logged in with that address and clicks Accept invitation.
- Team seats and billingBusiness is billed per seat. Every member, including the owner, and every pending invitation uses one. The owner changes the number of seats in Plan & usage → Manage billing.
- Add your logo and colors to signing requestsOwners and admins open Settings → Team & branding and, under Branding, set a Brand name, Color and logo, then click Save branding. It's shown on signing invitations and shared links your team sends.
- Compare the Free, Pro and Business plansFree costs nothing and has no end date. Pro is $15 a month for one person, with unlimited downloads and signature requests. Business is $24 per seat a month and adds teams, branding, bulk send, the API and the largest spreadsheet-fill allowance.