Working with Templates

SignNow allows users to generate documents using templates. It concerns NetSuite Advanced PDF/HTML Templates which provide standard layouts for sales orders, quotes, invoices etc. Another way to automate document generation is using SignNow Smart Templates.

In this action you'll find the articles on:

Advanced PDF/HTML Templates

Set up Advanced PDF/HTML templates for SignNow
Walkthrough video tutorial

SignNow Smart Templates

SignNow Smart Templates
Data Binding

NetSuite offers Advanced PDF/HTML templates for generating documents from NetSuite records. Having generated the document from an Advanced PDF/HTML Template, users can send it for signature with SignNow.

With SignNow Smart Templates, users generate documents with the data from NetSuite records, update existing records or create new NetSuite records with data provided in a document by the user.