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A pale oak desk by a window: a squared stack of blank paper held by a brass bulldog clip, a wooden rubber stamp and an ink pad, a black fountain pen, and a mug further back.

Templates

Build the agreement once, and reuse it without drift.

Templates keep reusable language, variables and participant rules together so each new agreement starts from a known version instead of a copied file.

What a template carries

A template is the source for a repeatable signing process — the text, or your own PDF, plus everything that makes it repeatable.

Document text

The exact language that becomes the signable document, with headings, bold and numbered clauses, drawn the same on the signing page, the tablet, the mail and the sealed PDF.

Blanks

Customer, property, job, reservation or transaction values, filled in when a document is prepared, from your dashboard or your own system.

Questions

Thirteen kinds, from a tick box to a birthday, a choice, initials or a photograph, each checked where it is answered before the signature is taken.

Sections

Questions grouped under a heading and an introduction, and a section given a page of its own so a long form is asked a step at a time.

Conditions

A question shown only when an earlier answer calls for it. A hidden question is never asked, and never holds up the signature.

Flags

A rule that puts an answer in front of your staff, such as a safety box left unticked, so it is read by a person rather than filed.

Signer roles

Who participates and how each person relates to the agreement, in order or together, with a countersignature where one is needed.

Version history

Publish a new version without rewriting the record of documents created from older language.

The portal's Templates page: five documents with their kind, version and status — three published, each offering Revise, and the two trade starters still drafts, each offering Edit and Publish.
Templates on an example account: three published, each offering a revision, and the two trade starters still drafts. The names are examples; the screen is not.

Or bring your own PDF

Some documents are a page rather than words. A lease with initials in the margin of page four; a county form with a box in the corner. Those get signed where they are.

Kept whole

The file goes up exactly as it is, byte for byte. Nothing is retyped and no layout is guessed at, because the layout is the reason you have that document.

Signed where it belongs

Drag a box onto the page for each signature, date or initial. The signer sees your pages and fills them in on the page.

Back as one file

Your document with the answers drawn on it, and the certificate of completion after it. The certificate names the original file’s own fingerprint.

How PDF signing works →

An uploaded PDF, kept whole, with a signature box and a date box placed on the lines it already had.
An uploaded PDF on an example account, with a signature box and a date box placed on its own signature lines. The file itself is kept exactly as it was uploaded. The names are examples; the screen is not.

From template to signature

Turn a template into a document from the dashboard or from another system.

1

Prepare

Choose the published template and supply the transaction values.

2

Assign

Add the people and roles required for this agreement.

3

Send

Deliver by email, SMS, QR, kiosk or your own integrated workflow.

4

Retain

Keep the exact document version, events and completed copy together.

The question library

Questions worth asking, already written and already checked, grouped the way the template editor offers them. Take one as it is, change its words, or write your own.

A few of them, as a signer sees them
  • Date of birth
  • How much experience do you have?
  • I am fit to take part todayPut in front of your staff if it is left unticked
  • Any allergies we should know aboutLeave blank if none.OptionalHidden from staff once answered
  • Initial for each childAsked once for each child
  • You may use photographs of me

41 questions in 8 groups:

  • Consent — 4
  • Fit and kit — 4
  • Health and safety — 6
  • How to reach them — 6
  • Money and paperwork — 4
  • Vehicles and property — 4
  • What they are doing — 7
  • Who they are — 6

A question marked sensitive, such as a medical history or a licence number, is hidden from your staff once it is answered, and one about a child is asked once for each child on the booking.

The template editor with the question library open: questions grouped under consent, fit and kit, and health and safety, each added by ticking it.
The library in the template editor, grouped the same way: tick a question and its wording is copied into the template, yours to change. The names are examples; the screen is not.

The template library

Every one of these is a real document the product puts in your account as a draft — a starter the moment you say what you do, or one click from the library in your dashboard — not a sample written for this page. Read any of them in full before you sign up for anything.

Show
A folded white cloth, a sealed tube with a blank label and a square of film on a steel tray on a timber counter, a paper cup of water beside them.

Aftercare and Photo Acknowledgment

What the client was given and agreed to afterwards: the cleaning routine, when to come back, and whether the work may be photographed.

A galvanised dock cleat, a single key on an orange foam float and a coiled line on weathered planks, moored boats and calm water behind.

Boat Rental and Operator Agreement

A rental with named operators, a check-out briefing, an operating area and the call to make before accepting a tow.

An empty timber bunk in a camp cabin with a rolled blanket at its foot, a small duffel on the floor and a blank name-card holder on the post, pines through the window.

Guardian Consent and Activity Permission

A guardian's permission for a programme and its activities, with collection, photographs, swimming and health all answered as fields.

A campsite marker post with a blank board at its top, a fire ring and a picnic table behind it in morning mist between the trees.

Site Rules Acknowledgment

The site rules a guest agrees to at check-in: quiet hours, fires, pets, speed, waste and what happens if they are broken.

A carpenter's pencil, a tape measure and a few unbound printed sheets on a sawhorse in a room mid-renovation, sawdust on the plywood.

Change Order

One page for work beyond what was agreed: what changed, what it costs, and a signature before anybody carries on.

A small navy life jacket hanging by a boat's cabin door with a pair of small rubber boots below, the deck and rail beyond in early light.

Guardian Consent for a Minor Passenger

A guardian's consent for a minor aboard, including the life jacket rule and the adult responsible for them on the boat.

A close view of the scuffed corner of a hard equipment case with a blank paper tag tied to the handle, on a timber counter under a lamp.

Condition and Damage Acknowledgment

A short record made at handover, signed by both sides, saying what condition a thing was in before it left.

A marina power pedestal at the head of an empty slip with a coiled yellow shore-power cord, the finger pier running out to open water and low hills.

Slip and Dockage Agreement

A berth for a season: the vessel, the insurance, the lines and fenders, the storm plan and who is responsible for what.

A wall-mounted first-aid cabinet in a timber camp office with its door open, a blank clipboard beside it and a landline phone on the desk below.

Emergency Medical and Transportation Authorization

Who to call, what a clinician needs to know, and permission to get a child treated and transported when a parent cannot be reached.

A hand truck loaded with two strapped equipment cases and a blank clipboard at the open loading door of a rental shop, morning light outside.

Equipment Rental Agreement

The agreement that sets who may use a piece of equipment, for how long, and what happens if it is damaged, lost or late back.

A single brass key on a wooden fob hanging from a hook beside the door of a community hall, stacked chairs and a polished floor through the doorway.

Facility Use Agreement

Letting somebody else use your hall, field or room for a date, with the cleaning, the alcohol, the insurance and the damage settled first.

A row of fishing rods in rail holders along the gunwale of a charter boat at the dock, a cooler and folded towels on the deck, mist over the harbour.

Charter Passenger Waiver and Release

The passenger's release for a day on the water: sea state, a moving deck, tackle, the captain's authority and the distance from shore.

A golf cart key with a blank tag lying on the seat of a parked cart, a gravel campground road and pines beyond.

Campground Golf Cart Rental Agreement

A park's golf cart rental: who may drive, where it may go, what condition it left in and who pays if it comes back different.

A line of golf carts parked nose-in under a timber cart barn at first light, wet fairway grass beyond the open bay.

Golf Course Cart Agreement

A cart released for a round: cart paths, the ninety-degree rule, wet ground, lightning and who is responsible for the course.

A stack of blank cards, a jar of pencils, golf balls and a folded towel on a timber table on a clubhouse patio at dawn, the course soft behind.

Tournament and Outing Participant Waiver

The participant waiver for an outing or tournament: struck by a ball, lightning on open ground, and the prize-contest terms.

A small paddling helmet and a child-sized life jacket on a timber table beside a rack of canoes at a river launch, mist on the water.

Guardian Consent for a Minor

A parent or legal guardian's consent for a child to take part, signed by the adult rather than written on the child's form.

A folded white towel, a lanyard with a blank card and a water bottle on a wooden bench in a bright changing room, navy lockers behind.

Membership Liability Waiver

The member's waiver: the risks of exercise and equipment, their own fitness to take part, and what the gym is and is not responsible for.

A colour bowl, a tint brush, a folded towel and a row of foils beside a blank card on a salon counter under a window.

Chemical Service Consent and Release

Before a colour, a lightener or a smoothing treatment: what is already on the hair, what cannot be promised, and the patch test answer.

A blaze-orange cap and a zipped rifle case laid on the tailgate of a pickup outside a timber lodge, frost on the ground.

Guided Hunt Waiver and Firearms Acknowledgment

The guided hunt waiver, with the firearms handling rules and the elevated-stand harness rule written into what the hunter signs.

A rack of wooden paddles and a stack of folded life jackets under an open timber shelter at a river outfitter, a blank clipboard hanging from a nail.

Participant Waiver and Release

The general-purpose participant waiver: what the activity involves, what can go wrong, and the person's agreement to take part knowing it.

A small pair of ear defenders and safety glasses set on a blank ruled pad on a timber counter, an empty lane soft behind glass.

Guardian Consent for a Minor Shooter

A guardian's consent for a minor on the line, naming the responsible adult who will be within arm's reach.

A clean kennel with its gate open, a folded blanket, a steel water bowl and a blank name card in the holder on the door.

Boarding and Daycare Agreement

The boarding or daycare agreement: the stay, the animal's needs, vaccination, behaviour and what happens if nobody collects them.

A timber ranch gate standing open on a frosted gravel track with a blank sign board on the post, a lodge roof in the distance.

Property Access and Lodge Agreement

Permission to be on somebody's land for a hunt: the areas, the vehicles, the boundaries and the lodging that goes with it.

An empty indoor shooting lane from the firing point: ear defenders and safety glasses on the bench, a blank placard, the target carrier far down the lane.

Range Waiver and Safety Rules Acknowledgment

The range waiver with the four safety rules in it, the eye and ear protection requirement, and the period it covers.

A blank clipboard and a pen resting on the front wing of a car in a repair shop, an open bay with tool chests beyond.

Repair Authorization and Estimate Approval

The customer's authorisation for diagnosis and work, with the estimate, the overage limit and the supplemental approval written in.

Electric bikes and two electric kick scooters parked beside a small wooden rental stand on a lakeside promenade in morning mist, helmets on the handlebars and a blank clipboard and keys on the counter.

Scooter and E-Bike Rental Agreement

An electric scooter or e-bike rental: who may ride, where, the battery, the helmet, the damage, and the risks the renter accepts before it leaves.

Rolled white towels, a bowl of stones and a lit candle on a warm wood shelf in a quiet treatment room, a folded robe on the chair.

Spa Treatment Acknowledgment

For waxing, massage and beauty treatments: the health disclosures, the draping, the right to stop, and the aftercare.

A clean tattoo station: a wrapped machine, sealed ink caps and fresh gloves on a steel tray, a padded chair beyond, blank walls.

Tattoo and Piercing Consent

The consent before the machine goes on: age and identification, the design as approved, the health disclosures and the risks.

A tow hook and chain resting on wet asphalt beside a car's front wheel, a blank paper tag on the mirror, the shop bay door open behind.

Towing and Vehicle Release Authorization

Authority to move a vehicle and release it afterwards: who signs, the condition at pickup, the charges and the storage.

An empty market stall before opening: a trestle table, a folded canopy, a blank card holder and a cash tin, mist over the festival field.

Vendor Agreement

What a stallholder or supplier agrees to before load-in: the pitch, the hours, insurance, power, waste and packing down.

A pet carrier on a steel table in a clinic corridor with a blank card clipped to its door, a stethoscope on the counter behind.

Veterinary Authorization

Permission to get an animal treated when the owner cannot be reached, with a spending limit the owner sets themselves.

A cardboard box of work gloves, a stack of blank badges and a water dispenser on a trestle table in a misty park at morning.

Volunteer Waiver and Release

The volunteer's agreement: what the work involves, that they are a volunteer rather than an employee, and the safeguarding rules for work with children.

A tool belt and a folded set of printed pages on a kitchen counter in a house mid-renovation, dust sheets over the cabinets.

Work Authorization

The customer's written go-ahead for work at their property: the scope, the price, access, and how changes will be handled.

A pair of small football boots and a folded youth jersey on a bench beside a pitch at morning, a mesh bag of balls behind.

Guardian Consent for a Minor Participant

A guardian's consent for a young person to train or compete, with the health notes and the contact the coach needs on the day.

The open sliding door of a blue minibus at a kerb, a row of empty seats with lap belts and a small backpack on the step.

Youth Trip Guardian Consent

A guardian's consent for an overnight or a mission trip: the leaders, the travel, the conduct, the medication and the contact.

Use one system across departments

The template layer is general enough for ordinary business agreements and high-volume operational forms alike.

Sales & service

Contracts, estimates, work authorizations, change orders and customer approvals.

Operations

Rental agreements, acknowledgments, releases, policies and recurring customer forms.

Recreation & hospitality

Waivers, house rules, amenity agreements and guardian consent without turning the whole platform into waiver-only software.

A hand holding a phone showing a document and a signature, outside a timber lakeside cabin, with two guests walking to the door with luggage.

Ready when the next guest is.

Free for the first 25 agreements a month. No card to start.