Xodo Sign offers two types of reusable document templates: Templates and Template Links. Understanding the difference will help you pick the right one for your workflow.
Standard Templates
A standard Template is a reusable document you prepare once and send to different signers as needed. Ideal for contracts, agreements, and any document you send regularly to different people.
- Support multiple signer roles
- Roles can be pre-filled with specific contact details
- Merge Fields let you customize content at the time of sending
- Can be shared with all team members (Global) or kept private (Own)
To use a template, go to Templates in the left navigation and click Use Template.
Template Links
A Template Link generates a shareable URL. Anyone who clicks the link can sign the document by entering their name and email — no account needed. Template Links support one signer at a time.
Template Links are ideal for:
- Waivers and NDAs
- Registration forms at a store or event
- Any situation where many people sign the same document independently
Template Links also support In-Person Signing, where signers sign directly on your device without email verification — perfect for counters or kiosks. When In-Person Signing is enabled, the Send Link option is disabled.
Which should I use?
- Use a standard Template when you need to send a document to specific named signers with defined roles.
- Use a Template Link when you want a self-serve signing experience where anyone can sign via a shared URL.
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