We now have to manually assign multiple signers in every contract.

This breaks automation — especially in industries like real estate, insurance, and legal services where contracts often need a spouse, co-borrower, or partner to sign. We need the ability to assign multiple signers automatically in workflows using custom fields or related contacts.

Want a shorter version with just one line for the idea title? Here's one:

Allow automatic multi-signer assignment in contracts (for real estate, insurance, etc.)

Currently you can only create one signer in document templates (excluding the sender and you). I'd like to be able to create templates for up to 5 or 6 separate signers. Things like lease agreements always have 2 or more people and it'd be helpful for that.

When creating a contract template, creating roles for who fills out what would be extremely efficient and save us some possible lawsuits due to human error if the rep fills out the field responsibilities wrong. For example when having 2 signers, having a client role and corp role would be necessary so that we just have to select who fills what role when using the template instead of assigning each filed at the time we use it and create a new contract. Would save us all from our service reps selecting the wrong people to fill out certain parts.

When creating a template, it would be great to have signatures, etc. assigned to a placeholder who could then (when the template is used) be assigned to an actual user.

Use case: home services, etc. when two people nearly always sign (husband/wife). Rather than having to reassign each signature, etc. to the secondary signer, the primary and secondary signers would have a placeholder that it reassigned to the contact when the template is used.

Currently, this is a big deal with contracts that only require one signature, but it becomes a cumbersome process when the contract requires multiple signatures/initials from each party.

I’d like to suggest an enhancement to the Documents & Contracts template feature to better accommodate contracts involving multiple signatories or stakeholders.

Currently, the "To be filled by" field only allows assigning input fields to:

This setup works well for single-party documents, but it becomes limiting when service agreements or contracts require input from multiple contacts, such as:

💡 Suggested Improvement:

Under field Properties > "To be filled by," please consider adding support for assigning fields to:

This would allow us to set up templates where each party is clearly assigned their respective fields (e.g., name, signature, date), enhancing the automation process for documents that require multiple participants.

✅ Benefits:

Improved support for multi-party contracts and agreements

I’d love to see this added to the roadmap—happy to share examples or use cases if helpful.

Thanks for all the great work you do!