Template Wizard & Self-Service Billing

Build reusable templates in minutes with the new guided wizard, strengthen compliance evidence with identity verification in audit trails, and manage your subscription entirely self-service.

Propper Sign: Template Wizard

Guided Template Creation

• 3-Step Template Wizard. Create reusable templates through the same intuitive wizard experience as agreements, with dedicated steps for template info, document preparation, and review. Learn about templates

Signing Enhancements

• Default Required Fields. Template fields now default to required, reducing the chance of missed fields during signing.
• Sequential Signing Enforcement. Sequential signing order is now strictly enforced when sending, preventing out-of-order signing.

Enhanced Audit Trails

Identity Verification in Audit Records

• Verification Details. Audit trail records for each participant now include details about the identity verification method used (email OTP, SMS OTP, etc.), providing stronger evidence of signer authentication. Learn about audit & compliance

Self-Service Billing

• Subscription Management. Manage your Propper subscription, view invoices, and update payment methods directly from your organization settings.
• Plan Selection. Browse available plans and upgrade or modify your subscription without contacting sales. View pricing
• Trial to Paid Conversion. Trial accounts can seamlessly convert to paid subscriptions when ready.

From template to signed agreement in minutes. Start your free trial to try the new template wizard, or book a demo to see it in action.