Posted By : Mads Jakobsen 05.11.2025
The Signature Sandwich: Build Smarter Workflows
Welcome to another G.O.A.T. Hack!
We love making you the Greatest of All Time in handling contracts—without the boring bits. Let’s dive in!
What Do Contracts and Sandwiches Have in Common?
Everything.
No, really.
You wouldn’t slap some ham between two slices of bread and call it gourmet, right? You need structure: the right base, carefully chosen fillings, a little sauce, and maybe even a fancy pickle on top.
Your signing workflow works the same way. If you're sending out raw contracts every time, customizing from scratch, and chasing signatures one-by-one, you're doing it the messy way.
Let’s build your Signature Sandwich—the smart way to layer your workflow and make it tasty (read: efficient).
Layer 1: Templates – Your Bread and Butter
Why start from scratch every time?
Templates are your reliable base—consistent, clean, and ready to support whatever fillings you need.
Use case: Onboarding contracts, NDAs, service agreements—create once, use forever.
In GoatSign, templates let you pre-fill fields, assign signer roles, and add rules that turn repetitive tasks into one-click magic.
Layer 2: Signer Roles – Organize the Order of Bites
Ever bitten into a sandwich and gotten all mustard and no meat? That’s what happens when your signers aren’t in the right order.
With signer roles, you define who signs first, who reviews, and who comes last. It’s like making sure your lettuce stays crisp and your bread doesn't get soggy.
Pro move: Add a finance approval step before CEO signs for larger contracts.
Layer 3: Smart Fields & Auto-Fill – Save the Cheese, Not the Chaos
Nobody likes double-entering info. With smart fields, you can auto-fill details like names, dates, or even pricing pulled from your CRM or a previous contract.
G.O.A.T. Tip: Use conditional logic to show or hide sections based on signer responses (e.g. “Are you VAT registered?”)
This keeps the experience smooth, dynamic, and most importantly—error-free.
Bonus Layer: Automation – Add the Bacon
Want to level up? Add some automation to the mix.
With automation tools (hello Zapier integrations!), you can set triggers like:
- “Send contract when a deal is marked closed”
- “Notify legal when a contract is fully signed”
- “Archive PDFs in Google Drive or Notion”
Less admin = more actual work getting done.
Optional Garnish: Branding That Tastes Good
Make every contract feel like your brand’s sandwich. Custom logos, colors, email text—it all contributes to a slick experience that leaves a good taste.
Remember: Every signed contract is a brand touchpoint. Make it tasty.
Actionable Takeaways
- Stop building contracts from scratch—use templates like a pro.
- Define signer roles so the process is smooth, structured, and secure.
- Add smart fields to make forms dynamic and pre-filled.
- Automate where you can—reduce manual steps and save time.
- Brand your signing flow—look polished, not plain.
G.O.A.T. Hack of the Week:
Build a “core” contract sandwich template for your most-used agreements. Add conditional logic and pre-set roles—then clone and tweak as needed. It’s like meal prepping... for your legal life.
Ready to make your workflow deliciously efficient?
Start using templates in GoatSign today and take a bite out of contract chaos.
