---
title: "Add E-Sign to your document templates"
slug: "add-e-sign-to-your-document-templates"
updated: 2026-04-15T15:55:20Z
published: 2026-04-15T15:55:20Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add E-Sign to your document templates

## Overview

## 

Add electronic signature options to your document templates to simplify the signing process, ensure legal compliance, and make document management faster and more secure.

---

### 

#### Who uses this feature

- Administrators, office employees, managers, accountants, and bookkeepers
- Applies to all business types
- Applies to all trades

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.

## Things to know

- Electronic signatures (e-signatures) are digital marks that indicate a person's agreement to a document's terms.
- The E-Sign functionality is currently only available for*Service Agreement* and *Estimate* templates. To use the E-Sign feature, you should have the *E-Sign* component added to your document template design.
- The *Template Type* you select when creating the document template determines what components are available for placement in your document template. For example, a template type of Invoice displays invoice-related components, such as invoice totals, billing address, and invoice payments. For more information about components, see [Manage document template components in Template Manager](/v1/docs/manage-document-template-components-in-template-manager).
- Certain template types require specific components to be included in the template design. A warning message displays if your template does not include the required component.
- You can edit certain component labels to display the text of your choice.

## Add the E-Sign component to your template design

The E-Sign functionality is added as a component while designing your document templates. For more information about components, see [Manage document template components in Template Manager](/v1/docs/manage-document-template-components-in-template-manager).

To add the E-Sign component:

1. Go to the navigation bar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)**.
2. In the side panel, click **Operations > Document Templates**.
3. Edit an existing document template or create a new one. The *Template Design*screen opens.
4. In the side menu, click **Content**. A list of available components opens.
5. Drag and drop the**E-Sign** component to the template area.

![Template design for an agreement with sections for signatures and company details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-e-sign-to-your-document-templates-image-hvj3qwdq.png)

## Select the E-Sign option type

In the *Content*section, you can select the *Type*of the electronic signature option.

- **Signature:** Allows the customer to provide their full signature.
- **Initials:**Allows the customer to add their initials, often used for quick acknowledgments.
- **Date Signed:** Automatically records the date when the document is signed.
- **Full Name:**Pulls up the customer’s full name.

> [!NOTE]
> **Note:** You can add the E-sign component multiple times in a document template to include different content types, such as Signature and Date Signed.

![Dropdown menu showing options for signature, initials, date signed, and full name.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-e-sign-to-your-document-templates-image-x8ey1jgm.png)

> [!TIP]
> **Tip:** You can also customize your component. For more, see [Create a custom component](/v1/docs/create-a-new-document-template-with-template-manager#create-a-custom-component).

## Want to learn more?

- See [Copy and customize invoice print templates](/v1/docs/copy-and-customize-invoice-print-templates)
- See [Create a new document template with Template Manager](/v1/docs/create-a-new-document-template-with-template-manager)