The short version
Everything you could do before, you can still do. The difference is how it's organized.
Previously, you'd create a document and configure everything — recipients, fields, payments, approvals, sending — from within the editor, all on one screen. The new experience breaks this into a step-by-step guided flow that walks you through each decision, one at a time. Your document stays visible throughout, and you can skip any step that doesn't apply.
Need to switch back? Your workspace admin can turn the new experience off for specific users at any time. Go to Settings > Set up workspace, scroll to Early access > Template and document creation, deselect the relevant users, and select Apply.
What's different at a glance
Creating documents: a guided flow instead of one screen
Before: You'd create a document, land in the editor, and configure everything from a sidebar — payments, integrations, approvals, fields, and more, all at once.
Now: When you select Use this template, a step-by-step guided flow walks you through each part of the process: selecting a CRM record, adding recipients, editing content, setting up payment, routing for approval, and sending. Each screen focuses on one task. Your document preview stays visible on the left throughout.
You can skip any optional step. You can also select Open document/Edit template at the bottom of any screen to jump straight to the editor at any point.
Note: The number of steps in the guided flow depends on how the template's workflow is configured. A template with no optional steps has a shorter flow; one with an integration, approval, and payment step can have up to six steps. The step indicator at the top always shows your current position and total number of steps.
Templates now include a workflow
Before: Templates stored your document content — text, images, fields. The process your team followed when creating documents wasn't part of the template.
Now: Each template includes a workflow that defines the steps your team follows when creating documents from it. An admin can add steps like Pull data from integration, Submit for approval, or Collect payment directly on the template.
Everyone who creates a document from that template walks through those same steps — the process is built in, not something each person has to remember.
A more focused editor
Before: The editor showed all available tools at once — sidebar icons for integrations, CRM connections, payment configuration, workflows, and more.
Now: The editor focuses on content and fields. Configuration that previously lived in the sidebar — payment setup, integration settings, approval routing — now happens in dedicated steps before you reach the editor. If you're editing document content, that's all that's in front of you.
Where to find what you already know
What you want to do | Where it is now |
Connect a HubSpot or Salesforce deal | The Pull data from integration step at the start of the guided flow. Select a record and your document variables populate automatically. |
Add recipients | A dedicated Add recipients step where you assign people to roles, add CC recipients, and manage permissions. |
Add signature and fillable fields | Same place — the right sidebar in the editor. The most common fields are shown by default. Select Show all to see Checkbox, Dropdown, Radio buttons, and more. |
Set up payment | A dedicated Set up payment step showing payer, amount, currency, payment type, and due date in one panel. Only appears if your template includes a payment step. |
Get internal approval before sending | A dedicated Send to approvers step showing who needs to approve and letting you add a message. Only appears if your template includes an approval step. |
Send the document | The final step of the guided flow. Compose your email, set the subject, and choose to send by email or shareable link. Draft with AI is also available here. |
Tips for getting comfortable
Use the Skip button. Any optional step can be skipped. You're not locked into completing every step for every document.
Use Open document to jump to the editor. At the bottom of any step, select Open document to go straight to the editor — the fastest way back to the workflow you're used to.
Use the step dropdown to navigate. Select the step indicator at the top (e.g. Step 3 of 6) to see all steps and jump directly to any one.
Templates do the work for you. If your admin has already set up a template with the right workflow steps, you don't need to configure anything — just select Use this template and follow the steps.