Template Forms

A template form is a link you share so that others can enter their (or their recipients’) details and receive a signature request automatically. No need for you to create each envelope yourself - one form can collect many responses.

What a template form does

1. You create a form linked to a template (name, optional description, optional response limit).
2. You get a unique link (and optionally a QR code). You share that link - e.g. on your website, in email, or in person.
3. When someone opens the link, they see a page with your form name and description and one section per recipient (e.g. “Customer”). They enter email, first name, and last name for each.
4. They complete a short verification and submit.
5. Subnoto creates an envelope from the template with those recipients, sends it (you appear as the sender), and increments the form’s response count.

Note

Envelope credits Each form submission creates an envelope and consumes one envelope credit (one credit per envelope, regardless of how many recipients are on it).

See What Form Recipients See for the exact experience.

When you can create a form

• The template must have at least one recipient (with a label).
• From the Templates list: The “Create form” action in the row menu is shown when the template has one or more recipients. Use it to create a form quickly.
• From the template edit page: In the sidebar, open the Template Forms section. You can create a form there when the template has one or more recipients.

Creating a template form

1. Open the create-form flow

   • Option A: From the Templates list, open the actions menu (three dots) on a template and click “Create form” (when the template has at least one recipient).
   • Option B: Open the template for editing, then in the sidebar under Template Forms click “Create Form”.

2. Fill in the form details

   • Form name (required) - e.g. “NDA request” or “Contract intake”. This is shown to people who open the link.
   • Description (optional) - Short text explaining what the form is for.
   • Maximum responses (optional) - Leave empty for unlimited submissions, or enter a number to close the form after that many responses.

   

3. Create the form

   • Click “Create”. The form is created and a confirmation screen appears.

4. Copy the link and optionally the QR code

   • The confirmation screen shows the form link (read-only) and a Copy button. The link includes a secret part so only people with the full URL can open and submit the form. Share this link where you want (email, website, etc.).
   • A QR code is also shown so you can print it or display it for in-person use. You can copy the QR as an image if needed.

   

Caution

Recipients are locked after you create a form Once a template has at least one template form, you cannot add or remove recipients on that template. You can still edit the document and signature fields, and you can edit or delete the form itself. If you need to change recipient labels or count, delete all template forms first, then edit the template’s recipients.

Managing your forms

Template Forms list page

• Go to Template Forms in the app to see all forms (optionally filter by workspace in the sidebar).
• The table shows: form name, template, workspace, response count, and creation date.
• For each form you can:
  • Open Form - Open the form link in a new tab (so you can test it or share the URL from the address bar).
  • Copy URL - Copy the full form link to the clipboard.
  • Show QR Code - Open a modal with the QR code and the link.

From the template edit page

• In the Template Forms section of the sidebar you’ll see all forms for this template.
• For each form you can View (open the form), Edit (change name, description, or max responses), Copy Link, Show QR Code, or Delete.

Editing or deleting a form

• Edit - Change the form name, description, or maximum responses. The form link itself does not change, so existing shared links keep working.
• Delete - Removes the form. The link will no longer work; anyone with the old link will see an error. Response count and any envelopes already created are not deleted.

Next: To see exactly what recipients see when they use your link, read What Form Recipients See.