---
title: "E-Sign Templates"
description: "Create reusable e-sign templates to pre-configure signers, fields, emails, and reminder settings for faster sending."
url: https://help.juan.ac/en/articles/9994235-e-sign-templates
collection: "Templates"
updated: 2026-07-08
language: en
---

# E-Sign Templates

Create reusable e-sign templates to pre-configure signers, fields, emails, and reminder settings for faster sending.

## Q1. What transactions can I use e-sign templates for?

-   E-sign templates can be used for Sales Quotes and Purchase Requests.
    

## Q2. How do I create an e-sign template?

-   Go to **Settings → Templates → E-Signs → + New Template**.
    

![](https://staticfiles.gleap.io/gattachments/5e07gDPiIpzNS76l3Rbm7kzdJwYM85UhVVt3XsPKPgzFTJb6BNyiSiOlc9kwm0rnJMeSgSrUTo6.png)

## Q3. What can I set up under General?

-   Template Name: identifies the template
    
-   Description: appears when choosing the template; use it to give context on when to use it within your organization
    
-   Default expiry days: number of days from send before the document expires
    
-   Decline reason requirement: require signers to provide a reason when declining
    
-   Cancel reason requirement: require a reason when cancelling a request
    
-   Post-Completion settings
    
    -   Action on completion:
        
        -   Do nothing: no automated action
            
        -   Auto-accept quote/request: the quote or request is accepted
            
        -   Auto-accept & invoice/bill: the quote or request is accepted and an active invoice or bill is created
            
    -   Action on expiry:
        
        -   Auto-cancel: cancels the quote or request
            
        -   Alert, then cancel: notifies all parties, then cancels the quote or request
            
        -   Manual only: no automated action; the quote or request must be edited manually
            

![](https://staticfiles.gleap.io/gattachments/tUpH7pIUxz8GlwUg1CVHWl2zXGKP3iL6bE5tG4JdiJPVep9c0RoptkTKvRFCrHtn2RYh8jwYrII.png)

## Q4. What can I set up under Emails?

-   Edit the invitation, reminder, and completion email content
    
-   Insert email strings to pull in dynamic values from your organization
    
-   Click **Preview** to see how an email will look before saving
    

![](https://staticfiles.gleap.io/gattachments/4qauqKOl6r2RLY6vp4Mz0RPr8Ilby7qyudeRg4W6NdYPXb2OXZNYpyFicmaEJiKL9vayuO3FXG5.png)

![](https://staticfiles.gleap.io/gattachments/BHFhPO1MX0f1bN1ahRtCEoA5ikbRzu6L5wMeQHXMejf1JbruYpZr6rOkN8cgrsPygnMJdcFh1mi.png)

## Q5. What can I set up under Signers?

-   Add default external and internal signers
    
-   External signers receive a signing link by email; internal signers sign in-app
    
-   These are defaults only: senders can override any signer at send time
    
-   Append PDFs: attach default PDFs to the quote, up to 8 MB total and 10 files
    

![](https://staticfiles.gleap.io/gattachments/nUox1wKBQLZWdauqNvGuXiSimXgBbOg2WAcle6XxwaGpVlx3rYrDN79Fw1ZI5pCpnJ1j8winH6J.png)

![](https://staticfiles.gleap.io/gattachments/c6Pdx67Ms2FHbo2LXBytMMNFde2eA9hCdSAlf13JdRJqNQM9NjDlrEImFUYSR1kYMn5OXkRIbwx.png)

## Q6. What can I set up under Reminders?

-   Reminder schedule: how often reminder emails are sent to signers; set to 0 to send reminders until the document expires
    
-   Movement alerts: toggle to notify the sender when a request has had no activity
    
-   Alert after \[X\] days: set the number of inactive days before a movement alert is sent
    
-   Sender notification cadence: how often the sender is notified of progress
    
    -   **Every event:** viewed, signed, declined, etc.
        
    -   **Milestones only:** notified each time someone signs
        
    -   **Completion only:** notified when the document is fully signed
        
    -   **None:** no notifications
        

![](https://staticfiles.gleap.io/gattachments/HoTYvHykJ29aBJsxdafM49J1XAQY5V2J7x8jkbRTKGPVWgXyNE955Ev4s76zLvLlm9qTmXxkQjQ.png)

![](https://staticfiles.gleap.io/gattachments/M9nrZTC1FDK6xFpmCq2oFYRJa4c14n2q0T7b96NhJ33Lr3w9kbAcS2afC2Y8xM92QWMnukdhYNb.png)

## Q7. How do I use an e-sign template for a Sales Quote?

-   Go to **Sales → Orders → Quotes → Pending → Select a Quote → E-Sign Icon → Choose a Template**
    
-   All settings from the template are applied as defaults for that e-sign request.
    

## Q8. How do I use an e-sign template for a Purchase Request?

-   Go to **Purchases → Orders → Requests → Pending → Select a Request → E-Sign Icon → Choose a Template**
    
-   All settings from the template are applied as defaults for that e-sign request.
    

## Q9. Can I duplicate an e-sign template?

-   Yes. Hover over the template → click the **3-dot icon** → select **Duplicate**.
    

## Q10. What happens if I update an existing template?

-   Updates apply to future e-sign requests only. E-sign requests already sent are not affected unless you resend them.