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Features: Easily Swap Template Docs

Multi-Language Signature Support

Replace Any Template Document Without Losing Your Fields

Get your API key now

4.9-star rating on g2.com

Dark-themed image with two overlapping files. The front file shows a purple checkmark with "Updated" text. Around it, icons like a hashtag and signature are visible.

PDF Updated? You Don't have to Rebuild Your Template.

If you've ever managed signing templates in production, you've hit this problem. A lawyer updates a clause. Legal sends a revised PDF. Your 14-field NDA template now needs to be rebuilt from scratch: re-upload the document, replace every field, reassign every signer.

For one template that's an hour of work. For ten templates across fifty customer workspaces, it becomes an actual problem.

Template Document Replacement solves it. Swap the underlying PDF on any template and every field, signer assignment, and setting stays exactly where it was.

The Problem It Solves

Templates are where the real work lives

They often find API access makes sense because they're already paying for the platform. Adding developer access to an existing Enterprise agreement is typically negotiable, and the legal/procurement work is already done.

Same Structure. Same Fields. No Way to Keep Them… Until Now.

The triggers are common: a typo fix, a clause revision, a rebranded header, a legal team update, a regulatory change. The document structure stays the same, the pages stay the same, the fields should stay the same. Previously there was no way to preserve that work. Now there is.

The Problem It Solves

Templates are where the real work lives

Same Structure. Same Fields. No Way to Keep Them… Until Now.

The Problem It Solves

Templates are where the real work lives

Same Structure. Same Fields. No Way to Keep Them… Until Now.

How It Works

Dark-themed illustration with three overlapping cards, each featuring icons: arrows, a signature, and a "T". Symbols like hashtag and text surround them.

Swap the PDF. Keep Everything Else.

Upload a new PDF. Firma.dev validates that the page count matches the original and that page dimensions are within 1pt tolerance. If both checks pass, the document is swapped instantly. Every field position, every signer assignment, every template setting remains untouched.

Why the Validation Rules Exist

The validation rules aren't arbitrary constraints, they're safeguards. If the page count changes or dimensions shift significantly, field positions would drift off-page or land in the wrong location. The 1pt tolerance covers minor rendering differences between PDF exports from the same source file, while blocking replacements that would misalign your fields.

A purple circle with a checkmark inside is centered on a dark grid background. Colorful brush strokes surround it, creating a celebratory tone.

Get your API key now

Three surfaces support document replacement

Main template editor

A Replace Document button in the template header. Upload directly from the UI.

Embedded editor

Server-side validation via the edge function with JWT authentication. Works in any embedded integration.

REST API

POST /templates/{id}/replace-document with a base64-encoded PDF.

Body

Get your API key now

Three surfaces support document replacement

Main template editor

A Replace Document button in the template header. Upload directly from the UI.

Embedded editor

Server-side validation via the edge function with JWT authentication. Works in any embedded integration.

REST API

POST /templates/{id}/replace-document with a base64-encoded PDF.

Body

Get your API key now

Three surfaces support document replacement

Main template editor

A Replace Document button in the template header. Upload directly from the UI.

Embedded editor

Server-side validation via the edge function with JWT authentication. Works in any embedded integration.

REST API

POST /templates/{id}/replace-document with a base64-encoded PDF.

Body

Get your API key now

Using the API

The endpoint is straightforward. Encode your replacement PDF as base64 and POST it to the template (API reference: https://docs.firma.dev/api-reference/v01.09.00/templates/replace-template-document)

curl --request POST \
  --url https://api.firma.dev/functions/v1/signing-request-api/templates/{id}/replace-document \
  --header 'Authorization: <api-key>' \
  --header 'Content-Type: application/json' \
  --data '{
  "document": "JVBERi0xLjQKJeLjz9..."
}'

The response is the updated template object. If validation fails, you get a 400 with a clear error indicating whether the issue is page count mismatch, dimension mismatch, or an invalid PDF.

Validation Rules

DOC and DOCX uploads via the UI are automatically converted to PDF before validation. The API accepts PDF directly.

Check

Requirement

Page count

Must match the original exactly

Page dimensions

Must match within 1pt tolerance per page

File format

Base64-encoded PDF via API; PDF, DOC, or DOCX (up to 60MB) via UI

Get your API key now

use cases

Legal and compliance teams iterating on contract language

When your standard agreements get updated, one API call now replaces the document across any template without disrupting the field configuration.

SaaS platforms managing templates across customer workspaces

Rebranding or updating a document that's deployed across dozens of workspaces no longer means manual rebuilds in each one. Update the source template and you're done.

Compliance-driven document updates

Regulated industries sometimes require document updates on a schedule. Replacing the PDF without losing field placements means the update can be automated, tested, and deployed without human rework.

OTP verification shipped in v1.9.0 as an additive, non-breaking change. If you're already integrated, it's available to enable today without any changes to your existing signing request logic.

use cases

Legal and compliance teams iterating on contract language

When your standard agreements get updated, one API call now replaces the document across any template without disrupting the field configuration.

SaaS platforms managing templates across customer workspaces

Rebranding or updating a document that's deployed across dozens of workspaces no longer means manual rebuilds in each one. Update the source template and you're done.

Compliance-driven document updates

Regulated industries sometimes require document updates on a schedule. Replacing the PDF without losing field placements means the update can be automated, tested, and deployed without human rework.

OTP verification shipped in v1.9.0 as an additive, non-breaking change. If you're already integrated, it's available to enable today without any changes to your existing signing request logic.

use cases

Legal and compliance teams iterating on contract language

When your standard agreements get updated, one API call now replaces the document across any template without disrupting the field configuration.

SaaS platforms managing templates across customer workspaces

Rebranding or updating a document that's deployed across dozens of workspaces no longer means manual rebuilds in each one. Update the source template and you're done.

Compliance-driven document updates

Regulated industries sometimes require document updates on a schedule. Replacing the PDF without losing field placements means the update can be automated, tested, and deployed without human rework.

OTP verification shipped in v1.9.0 as an additive, non-breaking change. If you're already integrated, it's available to enable today without any changes to your existing signing request logic.

Ready to add e-signatures to your application?

Get started for free. No credit card required. Pay only €0.049 per envelope when you're ready to go live.

Get your API key now

Ready to add e-signatures to your application?

Get started for free. No credit card required. Pay only €0.049 per envelope when you're ready to go live.

Get your API key now

Ready to add e-signatures to your application?

Get started for free. No credit card required. Pay only €0.049 per envelope when you're ready to go live.

Get your API key now