Templates

Start repeat requests with the right title, message, signers, and expiry.

Cosign templates are request templates, not design templates. They help you send common approval and signature requests faster while keeping the document itself private.

Mutual NDA

Legal · A mutual NDA lets two parties exchange confidential information while binding both sides to keep it secret and use it only for an agreed purpose.

One-way NDA

Legal · A one-way NDA binds the party receiving confidential information to keep it secret and use it only for the agreed purpose before any disclosure is made.

Services agreement

Legal · A services agreement sets out the terms between a client and a service provider, covering scope, payment, timelines and responsibilities for an engagement.

Deed of release

Legal · A deed of release records that one or more parties give up a legal claim or right, often in exchange for agreed terms, to settle a matter cleanly.

Settlement agreement

Legal · A settlement agreement records the terms on which parties resolve a dispute, setting out what each will do so the matter is closed without further action.

Will acknowledgement

Estate · A will acknowledgement confirms that a named party or witness has reviewed a will-related document and accepts it as instructed by the sender.

Power of attorney

Estate · A power of attorney lets a principal authorise an attorney to act on their behalf; this request collects the required signatures from each party.

Advance care directive

Estate · An advance care directive records a person's future health and care wishes; this request collects acknowledgement from the appointer, decision-maker or witness.

Beneficiary consent

Estate · A beneficiary consent records a beneficiary's signed agreement to a proposed action or distribution so an estate matter can move forward.

Probate document approval

Estate · A probate document approval records an executor's or beneficiary's confirmation that the details in a probate-related document are correct before it proceeds.

Client approval

Agency · A client approval records a decision-maker's formal sign-off on a document so work can proceed with a clear, documented go-ahead.

Creative approval

Agency · A creative approval captures a client's formal sign-off on artwork, copy or designs so production can proceed on the agreed version.

Campaign sign-off

Agency · A campaign sign-off records a client stakeholder's formal approval of a campaign plan before launch, confirming the agreed scope and direction.

Quote acceptance

Sales · A quote acceptance records a customer's formal agreement to a priced quote, confirming the work, scope and price before it begins.

Proposal acceptance

Sales · A proposal acceptance records a prospective customer's formal agreement to your proposal, confirming they want you to proceed on the terms set out.

Statement of work

Projects · A statement of work sets out the deliverables, responsibilities, timeline and acceptance terms for a specific project or engagement.

Scope of work approval

Projects · A scope of work approval confirms, in writing, the exact deliverables a project will cover so both sides agree on what is in and out.

Change order approval

Projects · A change order records an approved variation to a project's agreed scope, cost or timeline so the change is authorised before work proceeds.

Milestone acceptance

Projects · A milestone acceptance confirms that a defined stage of a project has been delivered and accepted, often unlocking the next phase or a payment.

Work completion certificate

Projects · A work completion certificate confirms that contracted work has been finished to the agreed standard and is accepted by the customer or site contact.

Handover certificate

Projects · A handover certificate confirms a client or recipient has received completed work, goods or a site, marking the formal point of transfer.

Expression of interest

Procurement · An expression of interest (EOI) is a formal document submitted to register interest in an opportunity, tender or shortlist before a full proposal.

RFP response approval

Procurement · An RFP response approval is a sign-off confirming a bid owner or sponsor has reviewed and approved a request-for-proposal response before submission.

Purchase order acceptance

Procurement · A purchase order acceptance confirms a supplier or buyer agrees to the goods, services, pricing and terms set out in a purchase order.

Supplier agreement

Procurement · A supplier agreement sets out the terms under which a supplier provides goods or services to a business, including scope, pricing and obligations.

Vendor onboarding form

Procurement · A vendor onboarding form captures a new supplier's details, banking, and compliance information so they can be set up and approved for trading.

Contractor agreement

Operations · A contractor agreement sets out the scope, payment, and obligations between a business and an independent contractor before work begins.

Employment offer

HR · An employment offer is a written invitation to join an organisation, setting out the role, pay, and key conditions for the candidate to accept.

Employment contract

HR · An employment contract sets out the full terms of employment, including duties, pay, hours, leave, and obligations between employer and employee.

Policy acknowledgement

HR · A policy acknowledgement confirms an employee or contractor has read and agreed to follow a specific workplace policy or procedure.

Role variation letter

HR · A letter confirming agreed changes to an employee's role, duties, hours, location or reporting line, signed to record acceptance of the new terms.

Conflict of interest declaration

HR · A declaration in which an employee, contractor or board member discloses any actual, potential or perceived conflicts of interest and confirms it is accurate.

Payment acknowledgement

Finance · A document in which a customer confirms they understand and accept the payment terms, amounts and due dates that apply to an order, invoice or account.

Payment plan agreement

Finance · An agreement setting out an instalment schedule for paying an amount owed, including amounts, dates and what happens if a payment is missed.

Direct debit authority

Finance · An authority in which an account holder permits a business to debit their nominated bank account or card for agreed payments under a direct debit arrangement.

Loan agreement

Finance · A loan agreement records the terms of money lent between parties, including amount, interest, repayments and what happens on default.

Accountant tax document approval

Accounting · A tax document approval is a client's sign-off confirming they have reviewed and accept a tax document their accountant has prepared.

Tax return approval

Accounting · A tax return approval is a taxpayer's sign-off confirming they have reviewed their prepared return and authorise it to be lodged.

BAS approval

Accounting · A BAS approval is a business owner's sign-off confirming they have reviewed their Business Activity Statement and authorise it for lodgement.

Financial statement approval

Accounting · A financial statement approval is a director, trustee or client's sign-off confirming they have reviewed and accept the prepared financial statements.

Broker client authority

Brokerage · A client authority that lets a broker act and deal with third parties on a client's behalf for a defined matter or transaction.

Mortgage broker authority

Brokerage · A borrower's signed authority allowing a mortgage broker to deal with lenders and obtain information to progress a loan application.

Insurance claim authority

Brokerage · A policyholder's signed authority letting a broker or representative lodge and manage an insurance claim and deal with the insurer on their behalf.

Property inspection sign-off

Property · A signed record confirming a property inspection took place and that the owner or tenant accepts the inspection findings.

Rental agreement

Property · A residential or commercial lease setting out the terms of a tenancy, signed by the tenant and the landlord or managing agent.

Lease renewal

Property · A lease renewal extends an existing residential or commercial tenancy on agreed terms, confirming the new term, rent, and conditions in writing.

Property management authority

Property · A property management authority appoints an agency to manage a rental property, setting out fees, scope, and the manager's authority on the owner's behalf.

Sale contract acknowledgement

Property · A sale contract acknowledgement confirms a buyer, seller, or representative has received and reviewed a specified section of a property sale contract.

Building contract

Property · A building contract sets out the agreed scope, price, and timing for construction or renovation work between a property owner and a builder.

Maintenance approval

Property · A maintenance approval confirms an owner, tenant, or site contact has authorised proposed repair or maintenance work before it goes ahead.

Board resolution

Governance · A board resolution is a formal written record of a decision passed by a company's directors, signed to confirm it was duly made and agreed.

Board minutes approval

Governance · Board minutes approval confirms that the written record of a directors' meeting is accurate and adopted, typically signed off by the chair or directors.

Shareholder resolution

Governance · A shareholder resolution is a formal decision passed by a company's members and signed to record their approval of a matter requiring shareholder consent.

Director consent

Governance · A director consent is a signed document in which a person agrees to act as a director or officeholder of a company before their appointment takes effect.

Partnership agreement

Governance · A partnership agreement sets out how partners run a business together, covering contributions, profit shares, decisions and exits, signed by all partners.

Shareholders agreement

Governance · A shareholders agreement sets out the rights, obligations and decision rules between a company's shareholders, sent for signing via Cosign.

Trust deed

Governance · A trust deed establishes a trust and sets out its terms, trustee powers and beneficiaries, sent for signing via Cosign.

Consent form

Admin · A consent form records a person's informed agreement to an activity, treatment or service, sent for signing via Cosign.

Privacy consent

Admin · A privacy consent form records a person's agreement to how their personal information is collected, used and disclosed, sent via Cosign.

Photo release

Admin · A photo release records a person's permission to capture and use their image, sent for signing via Cosign.

Medical consent

Admin · A medical consent form records that a patient, parent, or guardian agrees to a specific treatment, procedure, or care before it goes ahead.

Incident report acknowledgement

Admin · An incident report acknowledgement confirms that a person has read and received an incident report, without necessarily agreeing with its contents.

School permission form

Education · A school permission form records a parent or guardian's agreement for a child to take part in a specific activity, excursion, or event.

Enrolment form

Education · An enrolment form captures a student, parent, or guardian's details and agreement so a school, course, or program can complete registration.

Training waiver

Education · A training waiver records that a participant, or their guardian, understands the risks of an activity and accepts the stated terms before taking part.

Membership application

Membership · A membership application is the form a person signs to join an organisation, club or association and agree to its rules and fees.

Venue hire agreement

Events · A venue hire agreement sets out the terms for hiring a space for an event, including dates, fees, deposit, access and conditions of use.

Event vendor agreement

Events · An event vendor agreement sets the terms between an event organiser and a vendor or stallholder, covering fees, space, hours and conditions.

Sponsorship agreement

Events · A sponsorship agreement sets out what a sponsor provides and what benefits they receive in return, such as branding, naming rights or activation.

Vehicle sale agreement

Sales · A vehicle sale agreement records the sale of a car or other vehicle between buyer and seller, including price, condition and transfer details.

Equipment hire agreement

Operations · An equipment hire agreement sets the terms for renting plant, tools or machinery, covering the hire period, fees, condition and liability.

Franchise disclosure acknowledgement

Operations · A franchise disclosure acknowledgement records that a prospective franchisee has received the franchise disclosure document before signing or paying.

Grant agreement

Funding · A grant agreement sets out the terms a recipient accepts when receiving funding, including the purpose, reporting, payment milestones and conditions.