Documents and Contracts templates can now carry multiple signer roles — buyer, seller, witness, or any custom role you define. When a document goes out through a Workflow, every role is automatically populated and routed for signature, no manual re-entry required.

The Challenge

You send agreements that need more than one signature — a buyer and a seller, a client and a co-signer, a tenant and a guarantor. Until now, templates only supported a single signer, so you were stuck manually adding each person’s details every time you sent a document, or working around it with clunky duplicate templates.

Our Solution

Define signer roles directly on your template — up to 6 per template — and assign fields (like signature or date) to each one. When you send that template through a Workflow, AXCRM automatically pulls in the roles you’ve set up. Missing a detail? You can fill it in — or override any role’s name, email, or phone number — right at the workflow level, without touching the template.

How This Supercharges Your Business

• Save Time: No more manually re-adding signer details for every multi-party agreement you send.

• Reduce Errors: Role values set on the template auto-populate, cutting down on missed or mistyped signer info.

• Stay Flexible: Override any role’s details per-workflow, so one template can serve many different deals.

• Scale Complex Deals: Real estate, contracting, and services businesses can now route agreements needing multiple signatures (e.g., buyer + seller + witness) in a single send.

How to Get Started

1. Build your template: Open your Proposal/Estimate template and define signer roles (name, email, phone) and assign at least one fillable element to each role. Roles can have static or custom values which get resolved when the document is sent — choose based on your use case.

2. Assign a Contact field: Make sure at least one fillable element is assigned to “Contact” — this is required for the Workflow send action to work.

3. Select your template in a Workflow: Add the “Send Document” action and choose your multi-role template — roles will auto-populate.

4. Override if needed: Adjust any role’s name, email, or phone at the workflow level — these values take precedence over the template defaults.

5. Send: Launch the workflow — each signer receives their document in the order and role you’ve defined.

What’s Next?

We’re continuing to build out signing order controls and expanding role-based automation across more document types — so stay tuned for even more control over how multi-party agreements move through your pipeline.

Good to Know

• Up to 6 roles can be added per template; roles are local to that specific template.

• Roles only populate automatically when the document is sent via a Workflow (not from manual send).

• At least one fillable element must be assigned to “Contact” for the Workflow send action to function.Role details set at the workflow level override the template’s default values.

• If a required role email is missing, you’ll be prompted to complete it before sending. Duplicate emails across roles will trigger an alert.

• Currently available on Web.