Turn a proforma into a template so each new one takes minutes.
Rebuilding the same proforma for every deal wastes time and invites inconsistency. Saving it as a reusable template means each new document starts from the approved structure and only the deal-specific detail changes.
You lock in standard wording once, mark the fields that vary per deal, and generate each proforma in minutes instead of rebuilding from scratch.
Give leadership a clear recommendation backed by the pilot's evidence.
Judge honestly whether the free tool actually improves the signing process.
Run a controlled pilot without disrupting the existing signing process.
Take the proforma structure you want to standardise.
Save it as a reusable template.
Mark which parts change per deal: client, services, amounts.
Keep the standard wording fixed so it stays consistent.
Create the next proforma from the template and fill only the variables.
Update the template when the standard wording changes.
You have a proforma that includes: - Standard terms: payment within [number] days, liability cap at project value, confidentiality clause - Variable parts: [client name], [project description], [total amount], [delivery date] You save the document as a template. For the next deal with [hypothetical company], you: 1. Create a new document from the template 2. Fill in [hypothetical company] as client name 3. Enter [hypothetical project description] as project description 4. Set [total amount] to the agreed figure 5. Set [delivery date] to the milestone schedule The standard terms remain untouched. The proforma is ready in minutes.
Save the approved proforma as a template, mark the deal-specific fields that change each time, keep the standard wording fixed, and generate each new proforma from it.
Keep a defensible record of who signed what and when.
Handle deals that need more than two signers on a free-plan document.