# Templates, workflows and dynamic documents: build it once Templates save the setup, workflows let answers decide what goes out, and dynamic documents adapt the wording. How the three fit together. Source: https://flowsign.app/blog/templates-workflows-and-dynamic-documents Published: 9 October 2026 Most paperwork repeats. The same agreement goes out every week, with a different name, a different date and a few clauses that change. Flowsign has three tools for that: templates, workflows and dynamic documents. Each one builds on the last. ## In a nutshell - **Templates** save the documents, roles and fields, so you set them up once. - **Workflows** let answers decide which documents go out and who signs. - **Dynamic documents** change the wording inside a document for each send. ## Templates: set it up once A template is a reusable package. You upload the documents and place the fields once, and every package sent from it starts that way. Instead of naming people, a template names **roles**, such as Employee and Manager. You fill in who plays each role when you send. - **Merge fields** fill in names, dates and amounts at send. - **Signing order** can be everyone at once, or one role at a time. - **Reminders and expiry** are set on the template, so every send follows them. Editing a template later does not touch packages you have already sent. Templates are on every plan. ## Workflows: let the answers decide A template sends the same documents to the same roles every time. A workflow is for when the package itself changes. You draw it on a canvas. Ask a question, and each answer takes its own path: include a document, leave one out, or bring in another role. - The sender answers first, when they send. - Each role can be asked their own questions before they sign. - Documents that always go out are set once, at the start. Take a new starter. Contractor or employee? Company vehicle or not? One workflow covers every combination, and each person only sees the documents that apply to them. Preview runs the workflow against a set of answers and lists what goes out, so you can check every path before you publish. Workflows are on Business and Enterprise. ## Dynamic documents: wording that adapts Workflows choose between documents. Dynamic documents go one level deeper and change the words inside one. Upload a Word document and edit it right in Flowsign. The dynamic document editor shows real pages, laid out as they will print, and the text reflows as you type. - **Merge fields in the text.** Select a name, date or amount and turn it into a merge field. - **Clauses that show only sometimes.** Mark a paragraph, and an answer decides whether it appears. - **Alternative wording.** Write two versions of a clause, and an answer picks one. The sender answers a few questions at send and the document is produced from those answers. One template replaces a folder of near-identical Word files. Preview shows the finished document for any set of answers before it goes out. Dynamic documents are on Enterprise. ## How they fit together A workflow and a dynamic document both live on a template, so you can use all three at once. The questions in a dynamic document show up in the workflow builder too. One answer can change the wording, the documents and who signs. ## Where to start 1. [Create a free account](https://my.flowsign.app/signup) and build a template from a document you send often. 2. Send from it a few times and note what you change by hand. 3. Move those changes into a workflow or a dynamic document when the pattern is clear. The guides to the [template builder](https://docs.flowsign.app/guides/templates/template-builder), [workflows](https://docs.flowsign.app/guides/building-a-workflow) and the [dynamic document editor](https://docs.flowsign.app/guides/templates/dynamic-editor) walk through each step. The [pricing page](https://flowsign.app/pricing) shows what each plan includes. Video: [Sending from a template](https://flowsign.app/videos/sending-from-a-template)