Introduction

Creating templates is easy! It's actually the preferred way to use UnicornForms. Too many contracts, agreements, SOWs and other documents are managed in a document editor like Word or Google Docs as one offs. This creates unnecessary extra work, increases search costs and increases time in deal flow.

How do I begin?

Just click the pink button :-)

Whether it's a document editor, form or PDF, the pink button creates a template. Templates can be re-used.

Then follow our instructions on how to send a document for signature.

What's the difference between Templates, Executed Documents and Single Documents?

We are glad you asked! And we have a whole article about it.