TEMPLATES

One template. Unlimited use cases.

Turn any document into a reusable template. Intake forms auto-fill fields like names, dates, and roles—so your team can generate error-free contracts in seconds.

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Create smart contract templates
your whole team can use

Create smart contract templates your whole team can use

BoloSign lets you draft, edit, and review contracts using Microsoft Word’s interface—plus advanced tools built for legal teams.

Convert any contract into a reusable template

Create, update, and manage reusable contract templates with version control and built-in AI support. So, your team always works with the right terms.

Create templates from existing PDFs or Word files.
Get suggestions by AI for fields and variables.
Maintain control with centralized access, permissions, and version history.

Instantly customize contracts for any scenario

Smart questionnaires fill in approved templates—so every agreement is fast, accurate, and aligned with company policy.

Share an intake form to capture deal details.
Answers auto-populate your approved template.
Conditional logic tweaks clauses in real time.

Create contracts with built-in approval logic

Set up dynamic rules to route contracts to the right people—based on value, role, or risk—so approvals never hold up the deal.

Set rules to auto-route approvals by contract value, team, or risk level.
Get notified instantly when stakeholder input is needed.
Ensure nothing gets signed without the required internal reviews.

Connect BoloSign to HubSpot, Pipedrive & other tools

Automate your contract workflows by syncing your favorite CRMs and tools—every agreement is accurate, policy-aligned, and effortless.

Import Deals, Contacts & custom fields automatically.
Draft and dispatch contracts in one click.
Route sign-offs and reminders on autopilot.

“BoloSign helped us streamline our caregiver agreements. What used to take hours is now done in minutes, and everything is HIPAA-compliant.”

Rachel Monroe

Director of Operations at Eye Care

FAQs

BoloSign Templates let you create reusable contract formats (like NDAs, MSAs, SOWs, etc.) with predefined fields, logic, and workflows. Instead of starting from scratch each time, your team can generate accurate, policy-compliant contracts in minutes—at scale.

Yes! You can upload any existing PDF or DOCX file and use our AI-powered builder to detect variables, clauses, and placeholders. In seconds, your document becomes a dynamic, reusable template with form logic, approval routing, and signer fields already set up.

Yes! You can auto-fill templates using CRM data from Salesforce or HubSpot, or connect with Airtable, Google Sheets, and APIs—so your teams spend less time on manual entry and more on closing deals.

Using smart questionnaires, AI-powered field detection, and conditional logic, contracts can be generated instantly—no copy-pasting or clause hunting. It's faster, more accurate, and scalable for large teams.

You can apply company branding (logos, fonts, headers), control clause logic based on responses, set approval workflows, and define who can access or edit the template. It adapts to your legal and operational playbook.

Once legal approves a template, it’s locked in. Every version is tracked, reused consistently, and auditable—ensuring no team ever sends out non-compliant contracts or outdated clauses again.

BoloSign offers centralized version control. You can update templates, track who made changes, and ensure that only the latest version is available to business teams—so outdated templates are never accidentally used.