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Docusign’s New Agreement Template Builder Explained

  • September 17, 2024
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leah.breen
Community Admin
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Creating and managing document templates has always been a bit of a hassle. Traditionally, you’d draft your templates in a word processor, upload them to Docusign, and then make updates one by one—sometimes even battling with complex syntax. But not anymore!

The Agreement Template Builder is here to streamline the entire process. Here’s how it’s going to change the game for you:

  • Easy Template Creation: You can now create and edit templates directly within Docusign eSignature using a simple drag-and-drop interface.

  • Effortless Management: When business or legal requirements change, just adjust your templates right in eSignature—no need to dig up the original Word files.

  • Smart, Data-Driven Documents: Customize your templates with conditional logic to show the right clauses based on document data. This means fewer templates to manage and more accuracy in your agreements.

💬 Community Chat: 

  • How has your template creation process been going with the new Agreement Template Builder? Any tips you want to share with the rest of the Community?

  • What features are you most excited about? How will they impact your daily work?

  • Have you run into any challenges with template management? Drop your questions or tips here—let’s help each other out!

Feel free to jump into the chat and share your thoughts. We can’t wait to hear how the new tool is helping you streamline your workflows!

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