Overview

With DoorLoop’s electronic signature templates powered by Dropbox Sign, you can streamline your leasing and document workflows in just a few clicks. Create reusable templates for lease agreements, property management contracts, and more—once, then use them forever.

No more copy-paste. No more hunting for files. Just fast, reliable e-signatures that let you lease new units, onboard owners, and collect signed docs without the paper chase.

Templates live inside DoorLoop, so you can instantly send:

Lease agreements tied to specific properties, units, and tenants
Property management contracts
Purchase agreements
Any custom document you need signed
Fewer errors. Less back and forth. Faster move-ins.

Note: Electronic Signature Templates are not available to Starter Plans. Consider upgrading to the Pro or Premium Plans to access this feature.

The Steps

Step 1 - Starting the signature template wizard

To begin the signature template wizard, click Files & Agreements > Templates on the main menu.
Next, click Create New Template on the Templates page.

Step 2 - Add Files - Add your documents

Start by adding your agreement files. This can include agreements, addendums, or other related files that you need signed. You can either drag the file to this page or use the Click Here link to upload a file. (You can add multiple files. Files must be in PDF or Word format.)
Click Next to proceed.

Tip: If you need a sample template, you can click "View Agreement Samples" to visit our forms section to download a suitable form to use.

Step 3 - Choose Signers - Choose who needs to sign

The Choose Signers section is where you want to set up all the people who will sign your document. This includes Tenants, Prospects, Vendors, Owners, or Users.

To begin adding signers, click the Add Signer Role button to choose what category of people you want to sign the document (Tenant, Prospect, Vendor, Owner, or User).
Repeat for multiple signers.
If needed, you can use the Garbage icon to remove signers.
To set the signing order of your template, use the Customize Order of Signers option, which requires the signer listed first to sign before the next signer receives the signature request. Turn this off if you do not care about the signing order.
Click Next to proceed.

Step 4 - Set Signatures - Edit your template

You must now create the signature template based on the document you uploaded. You can drag different fields to your document that are used to either autofill information or add signature fields to your document. (Please refer to this article: E-Signature Template Fields Overview. You can also view Dropbox Sign's FAQ here.)

Drag the Signature and other fields needed from the left-hand menu onto the document, placing the boxes where required.
The Standard fields section on the left menu allows you to create your own fields for the signers to fill out. Configure these fields after placing them using the menu on the right.
For multiple signer roles, change the role using the Signers drop-down menu at the top of the left menu and then add this role's signature box and fields.
You can use the Sender role to add Textbox and Checkbox fields related to the type of agreement and the user roles that are part of this template. For example, with a lease template, you can use the Textbox field to fill in lease start and end dates.
You can use the Me (now) signer role to add fields for the e-Signature creator to fill out when using the template. (Note that the Me (now) signer role is limited to the Auto-fill and Standard fields because there is no document to be signed right now.)
When finished, click the Save Template button in the bottom right of the editor.