Merge branch 'main' into feat/accept-text-signature

.env.example

@@ -77,16 +77,14 @@ NEXT_PRIVATE_MAILCHANNELS_DKIM_PRIVATE_KEY=
 NEXT_PRIVATE_STRIPE_API_KEY=
 NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET=
 NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID=
-NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_YEARLY_PRICE_ID=
-NEXT_PUBLIC_STRIPE_FREE_PLAN_ID=
 
 # [[FEATURES]]
 # OPTIONAL: Leave blank to disable PostHog and feature flags.
 NEXT_PUBLIC_POSTHOG_KEY=""
-# OPTIONAL: Defines the host to use for PostHog.
-NEXT_PUBLIC_POSTHOG_HOST="https://eu.posthog.com"
 # OPTIONAL: Leave blank to disable billing.
 NEXT_PUBLIC_FEATURE_BILLING_ENABLED=
+# OPTIONAL: Leave blank to allow users to signup through /signup page.
+NEXT_PUBLIC_DISABLE_SIGNUP=
 
 # This is only required for the marketing site
 # [[REDIS]]

.github/workflows/issue-assignee-check.yml

@@ -12,6 +12,10 @@ jobs:
     if: ${{ github.event.issue.assignee }} && github.event.action == 'assigned' && github.event.sender.type == 'User'
     runs-on: ubuntu-latest
     steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 2
       - name: Set up Node.js
         uses: actions/setup-node@v4
         with:

.github/workflows/pr-review-reminder.yml

@@ -12,6 +12,10 @@ jobs:
     if: ${{ github.event.pull_request.user.login }} && github.event.action == ('opened' || 'reopened' || 'ready_for_review' || 'review_requested')
     runs-on: ubuntu-latest
     steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 2
       - name: Set up Node.js
         uses: actions/setup-node@v4
         with:

.github/workflows/semantic-pull-requests.yml

@@ -16,6 +16,24 @@ jobs:
     name: Validate PR title
     runs-on: ubuntu-latest
     steps:
+      - name: Check PR creator's previous activity
+        id: check_activity
+        run: |
+          CREATOR=$(curl -s "https://api.github.com/repos/${{ github.repository }}/pulls/${{ github.event.pull_request.number }}" | jq -r '.user.login')
+          ACTIVITY=$(curl -s "https://api.github.com/search/commits?q=author:${CREATOR}+repo:${{ github.repository }}" | jq -r '.total_count')
+          if [ "$ACTIVITY" -eq 0 ]; then
+            echo "::set-output name=is_new::true"
+          else
+            echo "::set-output name=is_new::false"
+          fi
+
+      - name: Count PRs created by user
+        id: count_prs
+        run: |
+          CREATOR=$(curl -s "https://api.github.com/repos/${{ github.repository }}/pulls/${{ github.event.pull_request.number }}" | jq -r '.user.login')
+          PR_COUNT=$(curl -s "https://api.github.com/search/issues?q=type:pr+is:open+author:${CREATOR}+repo:${{ github.repository }}" | jq -r '.total_count')
+          echo "::set-output name=pr_count::$PR_COUNT"
+
       - uses: amannn/action-semantic-pull-request@v5
         id: lint_pr_title
         env:
@@ -36,7 +54,7 @@ jobs:
             ${{ steps.lint_pr_title.outputs.error_message }}
             ```
 
-      - if: ${{ steps.lint_pr_title.outputs.error_message == null }}
+      - if: ${{ steps.lint_pr_title.outputs.error_message == null && steps.check_activity.outputs.is_new == 'false' && steps.count_prs.outputs.pr_count < 2}}
         uses: marocchino/sticky-pull-request-comment@v2
         with:
           header: pr-title-lint-error

.github/workflows/stale.yml

@@ -15,11 +15,10 @@ jobs:
       - uses: actions/stale@v4
         with:
           repo-token: ${{ secrets.GITHUB_TOKEN }}
-          days-before-pr-stale: 30
+          days-before-pr-stale: 90
-          days-before-issue-stale: 30
+          days-before-issue-stale: 90
-          stale-issue-message: 'This issue has not seen activity for a while. It will be closed in 30 days unless further activity is detected'
+          days-before-issue-close: 180
           stale-pr-message: 'This PR has not seen activitiy for a while. It will be closed in 30 days unless further activity is detected.'
-          close-issue-message: 'This issue has been closed because of inactivity.'
           close-pr-message: 'This PR has been closed because of inactivity.'
           exempt-pr-labels: 'WIP,on-hold,needs review'
-          exempt-issue-labels: 'WIP,on-hold,needs review,roadmap,assigned'
+          exempt-issue-labels: 'WIP,on-hold,needs review,roadmap,assigned,needs triage'

README.md

@@ -13,9 +13,9 @@
     ·
     <a href="https://github.com/documenso/documenso/issues">Issues</a>
     ·
-    <a href="https://github.com/documenso/documenso/milestones">Roadmap</a>
+    <a href="https://documen.so/live">Upcoming Releases</a>
     ·
-    <a href="https://documen.so/launches">Upcoming Launches</a>
+    <a href="https://documen.so/roadmap">Roadmap</a>
   </p>
 </p>
 
@@ -115,10 +115,12 @@ To run Documenso locally, you will need
 
 Want to get up and running quickly? Follow these steps:
 
-1. [Clone the repository](https://help.github.com/articles/cloning-a-repository/) it to your local device.
+1. [Fork this repository](https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/working-with-forks/about-forks) to your GitHub account.
+
+After forking the repository, clone it to your local device by using the following command:
 
 ```sh
-git clone https://github.com/documenso/documenso
+git clone https://github.com/<your-username>/documenso
 ```
 
 2. Set up your `.env` file using the recommendations in the `.env.example` file. Alternatively, just run `cp .env.example .env` to get started with our handpicked defaults.
@@ -152,10 +154,12 @@ npm run d
 
 Follow these steps to setup Documenso on your local machine:
 
-1. [Clone the repository](https://help.github.com/articles/cloning-a-repository/) it to your local device.
+1. [Fork this repository](https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/working-with-forks/about-forks) to your GitHub account.
+
+After forking the repository, clone it to your local device by using the following command:
 
 ```sh
-git clone https://github.com/documenso/documenso
+git clone https://github.com/<your-username>/documenso
 ```
 
 2. Run `npm i` in the root directory
@@ -280,12 +284,16 @@ WantedBy=multi-user.target
 
 ### Railway
 
-[![Deploy on Railway](https://railway.app/button.svg)](https://railway.app/template/DjrRRX)
+[![Deploy on Railway](https://railway.app/button.svg)](https://railway.app/template/bG6D4p)
 
 ### Render
 
 [![Deploy to Render](https://render.com/images/deploy-to-render-button.svg)](https://render.com/deploy?repo=https://github.com/documenso/documenso)
 
+### Koyeb
+
+[![Deploy to Koyeb](https://www.koyeb.com/static/images/deploy/button.svg)](https://app.koyeb.com/deploy?type=git&repository=github.com/documenso/documenso&branch=main&name=documenso-app&builder=dockerfile&dockerfile=/docker/Dockerfile)
+
 ## Troubleshooting
 
 ### I'm not receiving any emails when using the developer quickstart.

apps/marketing/content/blog/pre-seed.mdx

@@ -1,6 +1,6 @@
 ---
 title: Announcing Pre-Seed and Open Metrics
-description: We are exicited to report the closing of our Pre-Seed round. You can find the juicy details on our new /open page. Yes, it was signed using Documenso.
+description: We are excited to report the closing of our Pre-Seed round. You can find the juicy details on our new /open page. Yes, it was signed using Documenso.
 authorName: 'Timur Ercan'
 authorImage: '/blog/blog-author-timur.jpeg'
 authorRole: 'Co-Founder'

apps/marketing/content/blog/shop.mdx

@@ -30,7 +30,7 @@ We kicked off [Malfunction Mania](https://documenso.com/blog/malfunction-mania)
 
 ## Documenso Merch Shop
 
-The shirt will be available in our [merch shop](https://documen.so/shop) via a unique discount code. While the shirt will be gone after Malfunction Mania, the shop is here to stay and provide a well-deserved reward for great community members and contributors. All items can be earned by contrinuting to Documenso.
+The shirt will be available in our [merch shop](https://documen.so/shop) via a unique discount code. While the shirt will be gone after Malfunction Mania, the shop is here to stay and provide a well-deserved reward for great community members and contributors. All items can be earned by contributing to Documenso.
 
 <figure>
   <MdxNextImage

apps/marketing/package.json

@@ -36,7 +36,7 @@
     "react-hook-form": "^7.43.9",
     "react-icons": "^4.11.0",
     "recharts": "^2.7.2",
-    "sharp": "0.32.5",
+    "sharp": "0.33.1",
     "typescript": "5.2.2",
     "zod": "^3.22.4"
   },

apps/marketing/process-env.d.ts

@@ -6,8 +6,6 @@ declare namespace NodeJS {
     NEXT_PRIVATE_DATABASE_URL: string;
 
     NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID: string;
-    NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_YEARLY_PRICE_ID: string;
-    NEXT_PUBLIC_STRIPE_FREE_PLAN_ID?: string;
 
     NEXT_PRIVATE_STRIPE_API_KEY: string;
     NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET: string;

apps/marketing/src/app/(marketing)/open/monthly-new-users-chart.tsx

@@ -3,7 +3,7 @@
 import { DateTime } from 'luxon';
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
 
-import { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
+import type { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
 import { cn } from '@documenso/ui/lib/utils';
 
 export type MonthlyNewUsersChartProps = {
@@ -22,7 +22,7 @@ export const MonthlyNewUsersChart = ({ className, data }: MonthlyNewUsersChartPr
   return (
     <div className={cn('flex flex-col', className)}>
       <div className="flex items-center px-4">
-        <h3 className="text-lg font-semibold">Monthly New Users</h3>
+        <h3 className="text-lg font-semibold">New Users</h3>
       </div>
 
       <div className="border-border mt-2.5 flex flex-1 items-center justify-center rounded-2xl border p-6 pl-2 pt-12 shadow-sm hover:shadow">

apps/marketing/src/app/(marketing)/open/monthly-total-users-chart.tsx

@@ -3,7 +3,7 @@
 import { DateTime } from 'luxon';
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
 
-import { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
+import type { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
 import { cn } from '@documenso/ui/lib/utils';
 
 export type MonthlyTotalUsersChartProps = {
@@ -22,7 +22,7 @@ export const MonthlyTotalUsersChart = ({ className, data }: MonthlyTotalUsersCha
   return (
     <div className={cn('flex flex-col', className)}>
       <div className="flex items-center px-4">
-        <h3 className="text-lg font-semibold">Monthly Total Users</h3>
+        <h3 className="text-lg font-semibold">Total Users</h3>
       </div>
 
       <div className="border-border mt-2.5 flex flex-1 items-center justify-center rounded-2xl border p-6 pl-2 pt-12 shadow-sm hover:shadow">

apps/marketing/src/app/(marketing)/open/tooltip.tsx

@@ -29,10 +29,7 @@ export function OpenPageTooltip() {
           </svg>
         </TooltipTrigger>
         <TooltipContent>
-          <p>
+          <p>Active Subscriptions.</p>
-            August and earlier: Active subscribers. September and beyond: Numbers of active
-            subscriptions.
-          </p>
         </TooltipContent>
       </Tooltip>
     </TooltipProvider>

apps/marketing/src/app/(marketing)/singleplayer/client.tsx

@@ -86,6 +86,7 @@ export const SinglePlayerClient = () => {
       data.fields.map((field, i) => ({
         id: i,
         documentId: -1,
+        templateId: null,
         recipientId: -1,
         type: field.type,
         page: field.pageNumber,
@@ -148,6 +149,7 @@ export const SinglePlayerClient = () => {
   const placeholderRecipient: Recipient = {
     id: -1,
     documentId: -1,
+    templateId: null,
     email: '',
     name: '',
     token: '',

apps/marketing/src/components/(marketing)/claim-plan-dialog.tsx

@@ -1,160 +0,0 @@
-'use client';
-
-import React, { useEffect, useState } from 'react';
-
-import { useSearchParams } from 'next/navigation';
-
-import { zodResolver } from '@hookform/resolvers/zod';
-import { Info } from 'lucide-react';
-import { usePlausible } from 'next-plausible';
-import { useForm } from 'react-hook-form';
-import { z } from 'zod';
-
-import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import { Input } from '@documenso/ui/primitives/input';
-import { Label } from '@documenso/ui/primitives/label';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-import { claimPlan } from '~/api/claim-plan/fetcher';
-
-import { FormErrorMessage } from '../form/form-error-message';
-
-export const ZClaimPlanDialogFormSchema = z.object({
-  name: z.string().trim().min(3, { message: 'Please enter a valid name.' }),
-  email: z.string().email(),
-});
-
-export type TClaimPlanDialogFormSchema = z.infer<typeof ZClaimPlanDialogFormSchema>;
-
-export type ClaimPlanDialogProps = {
-  className?: string;
-  planId: string;
-  children: React.ReactNode;
-};
-
-export const ClaimPlanDialog = ({ className, planId, children }: ClaimPlanDialogProps) => {
-  const params = useSearchParams();
-  const analytics = useAnalytics();
-  const event = usePlausible();
-
-  const { toast } = useToast();
-
-  const [open, setOpen] = useState(() => params?.get('cancelled') === 'true');
-
-  const {
-    register,
-    handleSubmit,
-    formState: { errors, isSubmitting },
-    reset,
-  } = useForm<TClaimPlanDialogFormSchema>({
-    defaultValues: {
-      name: params?.get('name') ?? '',
-      email: params?.get('email') ?? '',
-    },
-    resolver: zodResolver(ZClaimPlanDialogFormSchema),
-  });
-
-  const onFormSubmit = async ({ name, email }: TClaimPlanDialogFormSchema) => {
-    try {
-      const delay = new Promise<void>((resolve) => {
-        setTimeout(resolve, 1000);
-      });
-
-      const [redirectUrl] = await Promise.all([
-        claimPlan({ name, email, planId, signatureText: name, signatureDataUrl: null }),
-        delay,
-      ]);
-
-      event('claim-plan-pricing');
-      analytics.capture('Marketing: Claim plan', { planId, email });
-
-      window.location.href = redirectUrl;
-    } catch (error) {
-      event('claim-plan-failed');
-      analytics.capture('Marketing: Claim plan failure', { planId, email });
-
-      toast({
-        title: 'Something went wrong',
-        description: error instanceof Error ? error.message : 'Please try again later.',
-        variant: 'destructive',
-      });
-    }
-  };
-
-  useEffect(() => {
-    if (!isSubmitting && !open) {
-      reset();
-    }
-  }, [open]);
-
-  return (
-    <Dialog open={open} onOpenChange={(value) => !isSubmitting && setOpen(value)}>
-      <DialogTrigger asChild>{children}</DialogTrigger>
-
-      <DialogContent>
-        <DialogHeader>
-          <DialogTitle>Claim your plan</DialogTitle>
-
-          <DialogDescription className="mt-4">
-            We're almost there! Please enter your email address and name to claim your plan.
-          </DialogDescription>
-        </DialogHeader>
-
-        <form onSubmit={handleSubmit(onFormSubmit)}>
-          <fieldset disabled={isSubmitting} className={cn('flex flex-col gap-y-4', className)}>
-            {params?.get('cancelled') === 'true' && (
-              <div className="rounded-lg border border-yellow-400 bg-yellow-50 p-4">
-                <div className="flex">
-                  <div className="flex-shrink-0">
-                    <Info className="h-5 w-5 text-yellow-400" />
-                  </div>
-                  <div className="ml-3">
-                    <p className="text-sm leading-5 text-yellow-700">
-                      You have cancelled the payment process. If you didn't mean to do this, please
-                      try again.
-                    </p>
-                  </div>
-                </div>
-              </div>
-            )}
-
-            <div>
-              <Label className="text-muted-foreground">Name</Label>
-
-              <Input type="text" className="mt-2" {...register('name')} autoFocus />
-
-              <FormErrorMessage className="mt-1" error={errors.name} />
-            </div>
-
-            <div>
-              <Label className="text-muted-foreground">Email</Label>
-
-              <Input type="email" className="mt-2" {...register('email')} />
-
-              <FormErrorMessage className="mt-1" error={errors.email} />
-            </div>
-
-            <Button type="submit" size="lg" loading={isSubmitting}>
-              Claim the early adopters Plan (
-              {/* eslint-disable-next-line turbo/no-undeclared-env-vars */}
-              {planId === process.env.NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID
-                ? 'Monthly'
-                : 'Yearly'}
-              )
-            </Button>
-          </fieldset>
-        </form>
-      </DialogContent>
-    </Dialog>
-  );
-};

apps/marketing/src/components/(marketing)/footer.tsx

@@ -39,7 +39,7 @@ export const Footer = ({ className, ...props }: FooterProps) => {
   return (
     <div className={cn('border-t py-12', className)} {...props}>
       <div className="mx-auto flex w-full max-w-screen-xl flex-wrap items-start justify-between gap-8 px-8">
-        <div>
+        <div className="flex-shrink-0">
           <Link href="/">
             <Image
               src={LogoImage}
@@ -64,13 +64,13 @@ export const Footer = ({ className, ...props }: FooterProps) => {
           </div>
         </div>
 
-        <div className="grid max-w-xs flex-1 grid-cols-2 gap-x-4 gap-y-2">
+        <div className="grid w-full max-w-sm grid-cols-2 gap-x-4 gap-y-2 md:w-auto md:gap-x-8">
           {FOOTER_LINKS.map((link, index) => (
             <Link
               key={index}
               href={link.href}
               target={link.target}
-              className="text-muted-foreground hover:text-muted-foreground/80 flex-shrink-0 text-sm"
+              className="text-muted-foreground hover:text-muted-foreground/80 flex-shrink-0 break-words text-sm"
             >
               {link.text}
             </Link>

apps/marketing/src/components/(marketing)/pricing-table.tsx

@@ -1,9 +1,9 @@
 'use client';
 
-import { HTMLAttributes, useState } from 'react';
+import type { HTMLAttributes } from 'react';
+import { useState } from 'react';
 
 import Link from 'next/link';
-import { useSearchParams } from 'next/navigation';
 
 import { AnimatePresence, motion } from 'framer-motion';
 import { usePlausible } from 'next-plausible';
@@ -16,14 +16,9 @@ export type PricingTableProps = HTMLAttributes<HTMLDivElement>;
 const SELECTED_PLAN_BAR_LAYOUT_ID = 'selected-plan-bar';
 
 export const PricingTable = ({ className, ...props }: PricingTableProps) => {
-  const params = useSearchParams();
   const event = usePlausible();
 
-  const [period, setPeriod] = useState<'MONTHLY' | 'YEARLY'>(() =>
+  const [period, setPeriod] = useState<'MONTHLY' | 'YEARLY'>('MONTHLY');
-    params?.get('planId') === process.env.NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_YEARLY_PRICE_ID
-      ? 'YEARLY'
-      : 'MONTHLY',
-  );
 
   return (
     <div className={cn('', className)} {...props}>

apps/marketing/src/components/(marketing)/single-player-mode/single-player-mode-success.tsx

@@ -6,8 +6,9 @@ import Link from 'next/link';
 
 import signingCelebration from '@documenso/assets/images/signing-celebration.png';
 import { useFeatureFlags } from '@documenso/lib/client-only/providers/feature-flag';
-import { DocumentStatus, Signature } from '@documenso/prisma/client';
+import type { Signature } from '@documenso/prisma/client';
-import { DocumentWithRecipient } from '@documenso/prisma/types/document-with-recipient';
+import { DocumentStatus } from '@documenso/prisma/client';
+import type { DocumentWithRecipient } from '@documenso/prisma/types/document-with-recipient';
 import DocumentDialog from '@documenso/ui/components/document/document-dialog';
 import { DocumentDownloadButton } from '@documenso/ui/components/document/document-download-button';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';

apps/marketing/src/components/(marketing)/widget.tsx

@@ -27,6 +27,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { claimPlan } from '~/api/claim-plan/fetcher';
 
+import { STEP } from '../constants';
 import { FormErrorMessage } from '../form/form-error-message';
 
 const ZWidgetFormSchema = z
@@ -49,13 +50,16 @@ const ZWidgetFormSchema = z
 
 export type TWidgetFormSchema = z.infer<typeof ZWidgetFormSchema>;
 
+type StepKeys = keyof typeof STEP;
+type StepValues = (typeof STEP)[StepKeys];
+
 export type WidgetProps = HTMLAttributes<HTMLDivElement>;
 
 export const Widget = ({ className, children, ...props }: WidgetProps) => {
   const { toast } = useToast();
   const event = usePlausible();
 
-  const [step, setStep] = useState<'EMAIL' | 'NAME' | 'SIGN'>('EMAIL');
+  const [step, setStep] = useState<StepValues>(STEP.EMAIL);
   const [showSigningDialog, setShowSigningDialog] = useState(false);
   const [draftSignatureDataUrl, setDraftSignatureDataUrl] = useState<string | null>(null);
 
@@ -82,28 +86,28 @@ export const Widget = ({ className, children, ...props }: WidgetProps) => {
   const signatureText = watch('signatureText');
 
   const stepsRemaining = useMemo(() => {
-    if (step === 'NAME') {
+    if (step === STEP.NAME) {
       return 2;
     }
 
-    if (step === 'SIGN') {
+    if (step === STEP.EMAIL) {
-      return 1;
+      return 3;
     }
 
-    return 3;
+    return 1;
   }, [step]);
 
   const onNextStepClick = () => {
-    if (step === 'EMAIL') {
+    if (step === STEP.EMAIL) {
-      setStep('NAME');
+      setStep(STEP.NAME);
 
       setTimeout(() => {
         document.querySelector<HTMLElement>('#name')?.focus();
       }, 0);
     }
 
-    if (step === 'NAME') {
+    if (step === STEP.NAME) {
-      setStep('SIGN');
+      setStep(STEP.SIGN);
 
       setTimeout(() => {
         document.querySelector<HTMLElement>('#signatureText')?.focus();
@@ -227,7 +231,7 @@ export const Widget = ({ className, children, ...props }: WidgetProps) => {
                           type="button"
                           className="bg-primary h-full w-14 rounded"
                           disabled={!field.value || !!errors.email?.message}
-                          onClick={() => step === 'EMAIL' && onNextStepClick()}
+                          onClick={() => step === STEP.EMAIL && onNextStepClick()}
                         >
                           Next
                         </Button>
@@ -239,7 +243,7 @@ export const Widget = ({ className, children, ...props }: WidgetProps) => {
                 <FormErrorMessage error={errors.email} className="mt-1" />
               </motion.div>
 
-              {(step === 'NAME' || step === 'SIGN') && (
+              {(step === STEP.NAME || step === STEP.SIGN) && (
                 <motion.div
                   key="name"
                   className="mt-4"
@@ -389,10 +393,11 @@ export const Widget = ({ className, children, ...props }: WidgetProps) => {
           </DialogHeader>
 
           <DialogDescription>
-            By signing you signal your support of Documenso's mission in a <br></br>
+            By signing you signal your support of Documenso's mission in a <br />
-            <strong>non-legally binding, but heartfelt way</strong>. <br></br>
+            <strong>non-legally binding, but heartfelt way</strong>. <br />
-            <br></br>You also unlock the option to purchase the early supporter plan including
+            <br />
-            everything we build this year for fixed price.
+            You also unlock the option to purchase the early supporter plan including everything we
+            build this year for fixed price.
           </DialogDescription>
 
           <SignaturePad

apps/marketing/src/components/constants.ts

@@ -0,0 +1,5 @@
+export const STEP = {
+  EMAIL: 'EMAIL',
+  NAME: 'NAME',
+  SIGN: 'SIGN',
+} as const;

apps/marketing/src/pages/api/stripe/webhook/index.ts

@@ -1,4 +1,4 @@
-import { NextApiRequest, NextApiResponse } from 'next';
+import type { NextApiRequest, NextApiResponse } from 'next';
 
 import { randomBytes } from 'crypto';
 import { buffer } from 'micro';
@@ -6,7 +6,8 @@ import { buffer } from 'micro';
 import { insertImageInPDF } from '@documenso/lib/server-only/pdf/insert-image-in-pdf';
 import { insertTextInPDF } from '@documenso/lib/server-only/pdf/insert-text-in-pdf';
 import { redis } from '@documenso/lib/server-only/redis';
-import { Stripe, stripe } from '@documenso/lib/server-only/stripe';
+import type { Stripe } from '@documenso/lib/server-only/stripe';
+import { stripe } from '@documenso/lib/server-only/stripe';
 import { getFile } from '@documenso/lib/universal/upload/get-file';
 import { updateFile } from '@documenso/lib/universal/upload/update-file';
 import { prisma } from '@documenso/prisma';

apps/web/package.json

@@ -42,7 +42,7 @@
     "react-hotkeys-hook": "^4.4.1",
     "react-icons": "^4.11.0",
     "react-rnd": "^10.4.1",
-    "sharp": "0.32.5",
+    "sharp": "0.33.1",
     "ts-pattern": "^5.0.5",
     "typescript": "5.2.2",
     "uqr": "^0.1.2",

apps/web/process-env.d.ts

@@ -6,8 +6,6 @@ declare namespace NodeJS {
     NEXT_PRIVATE_DATABASE_URL: string;
 
     NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID: string;
-    NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_YEARLY_PRICE_ID: string;
-    NEXT_PUBLIC_STRIPE_FREE_PLAN_ID?: string;
 
     NEXT_PRIVATE_STRIPE_API_KEY: string;
     NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET: string;

apps/web/src/app/(dashboard)/admin/users/[id]/page.tsx

@@ -9,7 +9,6 @@ import type { z } from 'zod';
 import { trpc } from '@documenso/trpc/react';
 import { ZUpdateProfileMutationByAdminSchema } from '@documenso/trpc/server/admin-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
-import { Combobox } from '@documenso/ui/primitives/combobox';
 import {
   Form,
   FormControl,
@@ -19,6 +18,7 @@ import {
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
+import { MultiSelectCombobox } from '@documenso/ui/primitives/multiselect-combobox';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 const ZUserFormSchema = ZUpdateProfileMutationByAdminSchema.omit({ id: true });
@@ -117,7 +117,7 @@ export default function UserPage({ params }: { params: { id: number } }) {
                   <fieldset className="flex flex-col gap-2">
                     <FormLabel className="text-muted-foreground">Roles</FormLabel>
                     <FormControl>
-                      <Combobox
+                      <MultiSelectCombobox
                         listValues={roles}
                         onChange={(values: string[]) => onChange(values)}
                       />

apps/web/src/app/(dashboard)/admin/users/data-table-users.tsx

@@ -8,7 +8,7 @@ import { Edit, Loader } from 'lucide-react';
 
 import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
-import { Document, Role, Subscription } from '@documenso/prisma/client';
+import type { Document, Role, Subscription } from '@documenso/prisma/client';
 import { Button } from '@documenso/ui/primitives/button';
 import { DataTable } from '@documenso/ui/primitives/data-table';
 import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
@@ -19,7 +19,7 @@ type UserData = {
   name: string | null;
   email: string;
   roles: Role[];
-  Subscription?: SubscriptionLite | null;
+  Subscription?: SubscriptionLite[] | null;
   Document: DocumentLite[];
 };
 
@@ -35,9 +35,16 @@ type UsersDataTableProps = {
   totalPages: number;
   perPage: number;
   page: number;
+  individualPriceIds: string[];
 };
 
-export const UsersDataTable = ({ users, totalPages, perPage, page }: UsersDataTableProps) => {
+export const UsersDataTable = ({
+  users,
+  totalPages,
+  perPage,
+  page,
+  individualPriceIds,
+}: UsersDataTableProps) => {
   const [isPending, startTransition] = useTransition();
   const updateSearchParams = useUpdateSearchParams();
   const [searchString, setSearchString] = useState('');
@@ -100,7 +107,13 @@ export const UsersDataTable = ({ users, totalPages, perPage, page }: UsersDataTa
           {
             header: 'Subscription',
             accessorKey: 'subscription',
-            cell: ({ row }) => row.original.Subscription?.status ?? 'NONE',
+            cell: ({ row }) => {
+              const foundIndividualSubscription = (row.original.Subscription ?? []).find((sub) =>
+                individualPriceIds.includes(sub.priceId),
+              );
+
+              return foundIndividualSubscription?.status ?? 'NONE';
+            },
           },
           {
             header: 'Documents',

apps/web/src/app/(dashboard)/admin/users/page.tsx

@@ -1,3 +1,5 @@
+import { getPricesByType } from '@documenso/ee/server-only/stripe/get-prices-by-type';
+
 import { UsersDataTable } from './data-table-users';
 import { search } from './fetch-users.actions';
 
@@ -14,12 +16,23 @@ export default async function AdminManageUsers({ searchParams = {} }: AdminManag
   const perPage = Number(searchParams.perPage) || 10;
   const searchString = searchParams.search || '';
 
-  const { users, totalPages } = await search(searchString, page, perPage);
+  const [{ users, totalPages }, individualPrices] = await Promise.all([
+    search(searchString, page, perPage),
+    getPricesByType('individual'),
+  ]);
+
+  const individualPriceIds = individualPrices.map((price) => price.id);
 
   return (
     <div>
       <h2 className="text-4xl font-semibold">Manage users</h2>
-      <UsersDataTable users={users} totalPages={totalPages} page={page} perPage={perPage} />
+      <UsersDataTable
+        users={users}
+        individualPriceIds={individualPriceIds}
+        totalPages={totalPages}
+        page={page}
+        perPage={perPage}
+      />
     </div>
   );
 }

apps/web/src/app/(dashboard)/documents/[id]/edit-document.tsx

@@ -4,8 +4,8 @@ import { useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
-import { DocumentStatus } from '@documenso/prisma/client';
 import type { DocumentData, Field, Recipient, User } from '@documenso/prisma/client';
+import { DocumentStatus } from '@documenso/prisma/client';
 import type { DocumentWithData } from '@documenso/prisma/types/document-with-data';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -145,14 +145,16 @@ export const EditDocumentForm = ({
   };
 
   const onAddSubjectFormSubmit = async (data: TAddSubjectFormSchema) => {
-    const { subject, message } = data.email;
+    const { subject, message, timezone, dateFormat } = data.meta;
 
     try {
       await sendDocument({
         documentId: document.id,
-        email: {
+        meta: {
           subject,
           message,
+          timezone,
+          dateFormat,
         },
       });
 

apps/web/src/app/(dashboard)/documents/data-table-action-dropdown.tsx

@@ -99,6 +99,7 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
   };
 
   const nonSignedRecipients = row.Recipient.filter((item) => item.signingStatus !== 'SIGNED');
+
   return (
     <DropdownMenu>
       <DropdownMenuTrigger>
@@ -164,6 +165,7 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
         <DeleteDocumentDialog
           id={row.id}
           status={row.status}
+          documentTitle={row.title}
           open={isDeleteDialogOpen}
           onOpenChange={setDeleteDialogOpen}
         />

apps/web/src/app/(dashboard)/documents/delete-document-dialog.tsx

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
@@ -21,6 +21,7 @@ type DeleteDraftDocumentDialogProps = {
   open: boolean;
   onOpenChange: (_open: boolean) => void;
   status: DocumentStatus;
+  documentTitle: string;
 };
 
 export const DeleteDocumentDialog = ({
@@ -28,6 +29,7 @@ export const DeleteDocumentDialog = ({
   open,
   onOpenChange,
   status,
+  documentTitle,
 }: DeleteDraftDocumentDialogProps) => {
   const router = useRouter();
 
@@ -42,7 +44,7 @@ export const DeleteDocumentDialog = ({
 
       toast({
         title: 'Document deleted',
-        description: 'Your document has been successfully deleted.',
+        description: `"${documentTitle}" has been successfully deleted`,
         duration: 5000,
       });
 
@@ -50,6 +52,13 @@ export const DeleteDocumentDialog = ({
     },
   });
 
+  useEffect(() => {
+    if (open) {
+      setInputValue('');
+      setIsDeleteEnabled(status === DocumentStatus.DRAFT);
+    }
+  }, [open, status]);
+
   const onDelete = async () => {
     try {
       await deleteDocument({ id, status });
@@ -72,7 +81,7 @@ export const DeleteDocumentDialog = ({
     <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
       <DialogContent>
         <DialogHeader>
-          <DialogTitle>Do you want to delete this document?</DialogTitle>
+          <DialogTitle>Are you sure you want to delete "{documentTitle}"?</DialogTitle>
 
           <DialogDescription>
             Please note that this action is irreversible. Once confirmed, your document will be
@@ -81,7 +90,7 @@ export const DeleteDocumentDialog = ({
         </DialogHeader>
 
         {status !== DocumentStatus.DRAFT && (
-          <div className="mt-8">
+          <div className="mt-4">
             <Input
               type="text"
               value={inputValue}

apps/web/src/app/(dashboard)/documents/duplicate-document-dialog.tsx

@@ -41,6 +41,7 @@ export const DuplicateDocumentDialog = ({
     trpcReact.document.duplicateDocument.useMutation({
       onSuccess: (newId) => {
         router.push(`/documents/${newId}`);
+
         toast({
           title: 'Document Duplicated',
           description: 'Your document has been successfully duplicated.',

apps/web/src/app/(dashboard)/documents/upload-document.tsx

@@ -1,6 +1,6 @@
 'use client';
 
-import { useState } from 'react';
+import { useMemo, useState } from 'react';
 
 import Link from 'next/link';
 import { useRouter } from 'next/navigation';
@@ -25,6 +25,7 @@ export type UploadDocumentProps = {
 export const UploadDocument = ({ className }: UploadDocumentProps) => {
   const router = useRouter();
   const analytics = useAnalytics();
+
   const { data: session } = useSession();
 
   const { toast } = useToast();
@@ -35,6 +36,16 @@ export const UploadDocument = ({ className }: UploadDocumentProps) => {
 
   const { mutateAsync: createDocument } = trpc.document.createDocument.useMutation();
 
+  const disabledMessage = useMemo(() => {
+    if (remaining.documents === 0) {
+      return 'You have reached your document limit.';
+    }
+
+    if (!session?.user.emailVerified) {
+      return 'Verify your email to upload documents.';
+    }
+  }, [remaining.documents, session?.user.emailVerified]);
+
   const onFileDrop = async (file: File) => {
     try {
       setIsLoading(true);
@@ -90,6 +101,7 @@ export const UploadDocument = ({ className }: UploadDocumentProps) => {
       <DocumentDropzone
         className="min-h-[40vh]"
         disabled={remaining.documents === 0 || !session?.user.emailVerified}
+        disabledMessage={disabledMessage}
         onDrop={onFileDrop}
       />
 

apps/web/src/app/(dashboard)/settings/billing/billing-plans.tsx

@@ -4,7 +4,7 @@ import { useState } from 'react';
 
 import { AnimatePresence, motion } from 'framer-motion';
 
-import { PriceIntervals } from '@documenso/ee/server-only/stripe/get-prices-by-interval';
+import type { PriceIntervals } from '@documenso/ee/server-only/stripe/get-prices-by-interval';
 import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
 import { toHumanPrice } from '@documenso/lib/universal/stripe/to-human-price';
 import { Button } from '@documenso/ui/primitives/button';

apps/web/src/app/(dashboard)/settings/billing/create-billing-portal.action.ts

@@ -1,46 +1,13 @@
 'use server';
 
-import {
+import { getStripeCustomerByUser } from '@documenso/ee/server-only/stripe/get-customer';
-  getStripeCustomerByEmail,
-  getStripeCustomerById,
-} from '@documenso/ee/server-only/stripe/get-customer';
 import { getPortalSession } from '@documenso/ee/server-only/stripe/get-portal-session';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
-import type { Stripe } from '@documenso/lib/server-only/stripe';
-import { stripe } from '@documenso/lib/server-only/stripe';
-import { getSubscriptionByUserId } from '@documenso/lib/server-only/subscription/get-subscription-by-user-id';
 
 export const createBillingPortal = async () => {
   const { user } = await getRequiredServerComponentSession();
 
-  const existingSubscription = await getSubscriptionByUserId({ userId: user.id });
+  const { stripeCustomer } = await getStripeCustomerByUser(user);
-
-  let stripeCustomer: Stripe.Customer | null = null;
-
-  // Find the Stripe customer for the current user subscription.
-  if (existingSubscription) {
-    stripeCustomer = await getStripeCustomerById(existingSubscription.customerId);
-
-    if (!stripeCustomer) {
-      throw new Error('Missing Stripe customer for subscription');
-    }
-  }
-
-  // Fallback to check if a Stripe customer already exists for the current user email.
-  if (!stripeCustomer) {
-    stripeCustomer = await getStripeCustomerByEmail(user.email);
-  }
-
-  // Create a Stripe customer if it does not exist for the current user.
-  if (!stripeCustomer) {
-    stripeCustomer = await stripe.customers.create({
-      name: user.name ?? undefined,
-      email: user.email,
-      metadata: {
-        userId: user.id,
-      },
-    });
-  }
 
   return getPortalSession({
     customerId: stripeCustomer.id,

apps/web/src/app/(dashboard)/settings/billing/create-checkout.action.ts

@@ -1,55 +1,36 @@
 'use server';
 
-import { createCustomer } from '@documenso/ee/server-only/stripe/create-customer';
 import { getCheckoutSession } from '@documenso/ee/server-only/stripe/get-checkout-session';
-import {
+import { getStripeCustomerByUser } from '@documenso/ee/server-only/stripe/get-customer';
-  getStripeCustomerByEmail,
-  getStripeCustomerById,
-} from '@documenso/ee/server-only/stripe/get-customer';
 import { getPortalSession } from '@documenso/ee/server-only/stripe/get-portal-session';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
-import type { Stripe } from '@documenso/lib/server-only/stripe';
+import { getSubscriptionsByUserId } from '@documenso/lib/server-only/subscription/get-subscriptions-by-user-id';
-import { getSubscriptionByUserId } from '@documenso/lib/server-only/subscription/get-subscription-by-user-id';
 
 export type CreateCheckoutOptions = {
   priceId: string;
 };
 
 export const createCheckout = async ({ priceId }: CreateCheckoutOptions) => {
-  const { user } = await getRequiredServerComponentSession();
+  const session = await getRequiredServerComponentSession();
 
-  const existingSubscription = await getSubscriptionByUserId({ userId: user.id });
+  const { user, stripeCustomer } = await getStripeCustomerByUser(session.user);
 
-  let stripeCustomer: Stripe.Customer | null = null;
+  const existingSubscriptions = await getSubscriptionsByUserId({ userId: user.id });
 
-  // Find the Stripe customer for the current user subscription.
+  const foundSubscription = existingSubscriptions.find(
-  if (existingSubscription?.periodEnd && existingSubscription.periodEnd >= new Date()) {
+    (subscription) =>
-    stripeCustomer = await getStripeCustomerById(existingSubscription.customerId);
+      subscription.priceId === priceId &&
-
+      subscription.periodEnd &&
-    if (!stripeCustomer) {
+      subscription.periodEnd >= new Date(),
-      throw new Error('Missing Stripe customer for subscription');
+  );
-    }
 
+  if (foundSubscription) {
     return getPortalSession({
       customerId: stripeCustomer.id,
       returnUrl: `${process.env.NEXT_PUBLIC_WEBAPP_URL}/settings/billing`,
     });
   }
 
-  // Fallback to check if a Stripe customer already exists for the current user email.
-  if (!stripeCustomer) {
-    stripeCustomer = await getStripeCustomerByEmail(user.email);
-  }
-
-  // Create a Stripe customer if it does not exist for the current user.
-  if (!stripeCustomer) {
-    await createCustomer({
-      user,
-    });
-
-    stripeCustomer = await getStripeCustomerByEmail(user.email);
-  }
-
   return getCheckoutSession({
     customerId: stripeCustomer.id,
     priceId,

apps/web/src/app/(dashboard)/settings/billing/page.tsx

@@ -2,12 +2,15 @@ import { redirect } from 'next/navigation';
 
 import { match } from 'ts-pattern';
 
+import { getStripeCustomerByUser } from '@documenso/ee/server-only/stripe/get-customer';
 import { getPricesByInterval } from '@documenso/ee/server-only/stripe/get-prices-by-interval';
+import { getPricesByType } from '@documenso/ee/server-only/stripe/get-prices-by-type';
 import { getProductByPriceId } from '@documenso/ee/server-only/stripe/get-product-by-price-id';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getServerComponentFlag } from '@documenso/lib/server-only/feature-flags/get-server-component-feature-flag';
-import type { Stripe } from '@documenso/lib/server-only/stripe';
+import { type Stripe } from '@documenso/lib/server-only/stripe';
-import { getSubscriptionByUserId } from '@documenso/lib/server-only/subscription/get-subscription-by-user-id';
+import { getSubscriptionsByUserId } from '@documenso/lib/server-only/subscription/get-subscriptions-by-user-id';
+import { SubscriptionStatus } from '@documenso/prisma/client';
 
 import { LocaleDate } from '~/components/formatter/locale-date';
 
@@ -15,7 +18,7 @@ import { BillingPlans } from './billing-plans';
 import { BillingPortalButton } from './billing-portal-button';
 
 export default async function BillingSettingsPage() {
-  const { user } = await getRequiredServerComponentSession();
+  let { user } = await getRequiredServerComponentSession();
 
   const isBillingEnabled = await getServerComponentFlag('app_billing');
 
@@ -24,20 +27,36 @@ export default async function BillingSettingsPage() {
     redirect('/settings/profile');
   }
 
-  const [subscription, prices] = await Promise.all([
+  if (!user.customerId) {
-    getSubscriptionByUserId({ userId: user.id }),
+    user = await getStripeCustomerByUser(user).then((result) => result.user);
-    getPricesByInterval(),
+  }
+
+  const [subscriptions, prices, individualPrices] = await Promise.all([
+    getSubscriptionsByUserId({ userId: user.id }),
+    getPricesByInterval({ type: 'individual' }),
+    getPricesByType('individual'),
   ]);
 
+  const individualPriceIds = individualPrices.map(({ id }) => id);
+
   let subscriptionProduct: Stripe.Product | null = null;
 
+  const individualUserSubscriptions = subscriptions.filter(({ priceId }) =>
+    individualPriceIds.includes(priceId),
+  );
+
+  const subscription =
+    individualUserSubscriptions.find(({ status }) => status === SubscriptionStatus.ACTIVE) ??
+    individualUserSubscriptions[0];
+
   if (subscription?.priceId) {
     subscriptionProduct = await getProductByPriceId({ priceId: subscription.priceId }).catch(
       () => null,
     );
   }
 
-  const isMissingOrInactiveOrFreePlan = !subscription || subscription.status === 'INACTIVE';
+  const isMissingOrInactiveOrFreePlan =
+    !subscription || subscription.status === SubscriptionStatus.INACTIVE;
 
   return (
     <div>

apps/web/src/app/(dashboard)/templates/[id]/edit-template.tsx

@@ -0,0 +1,156 @@
+'use client';
+
+import { useState } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import type { DocumentData, Field, Recipient, Template, User } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import {
+  DocumentFlowFormContainer,
+  DocumentFlowFormContainerHeader,
+} from '@documenso/ui/primitives/document-flow/document-flow-root';
+import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
+import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+import { Stepper } from '@documenso/ui/primitives/stepper';
+import { AddTemplateFieldsFormPartial } from '@documenso/ui/primitives/template-flow/add-template-fields';
+import type { TAddTemplateFieldsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-fields.types';
+import { AddTemplatePlaceholderRecipientsFormPartial } from '@documenso/ui/primitives/template-flow/add-template-placeholder-recipients';
+import type { TAddTemplatePlacholderRecipientsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-placeholder-recipients.types';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type EditTemplateFormProps = {
+  className?: string;
+  user: User;
+  template: Template;
+  recipients: Recipient[];
+  fields: Field[];
+  documentData: DocumentData;
+};
+
+type EditTemplateStep = 'signers' | 'fields';
+const EditTemplateSteps: EditTemplateStep[] = ['signers', 'fields'];
+
+export const EditTemplateForm = ({
+  className,
+  template,
+  recipients,
+  fields,
+  user: _user,
+  documentData,
+}: EditTemplateFormProps) => {
+  const { toast } = useToast();
+  const router = useRouter();
+
+  const [step, setStep] = useState<EditTemplateStep>('signers');
+
+  const documentFlow: Record<EditTemplateStep, DocumentFlowStep> = {
+    signers: {
+      title: 'Add Placeholders',
+      description: 'Add all relevant placeholders for each recipient.',
+      stepIndex: 1,
+    },
+    fields: {
+      title: 'Add Fields',
+      description: 'Add all relevant fields for each recipient.',
+      stepIndex: 2,
+    },
+  };
+
+  const currentDocumentFlow = documentFlow[step];
+
+  const { mutateAsync: addTemplateFields } = trpc.field.addTemplateFields.useMutation();
+  const { mutateAsync: addTemplateSigners } = trpc.recipient.addTemplateSigners.useMutation();
+
+  const onAddTemplatePlaceholderFormSubmit = async (
+    data: TAddTemplatePlacholderRecipientsFormSchema,
+  ) => {
+    try {
+      await addTemplateSigners({
+        templateId: template.id,
+        signers: data.signers,
+      });
+
+      router.refresh();
+
+      setStep('fields');
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while adding signers.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const onAddFieldsFormSubmit = async (data: TAddTemplateFieldsFormSchema) => {
+    try {
+      await addTemplateFields({
+        templateId: template.id,
+        fields: data.fields,
+      });
+
+      toast({
+        title: 'Template saved',
+        description: 'Your templates has been saved successfully.',
+        duration: 5000,
+      });
+
+      router.push('/templates');
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while adding signers.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <div className={cn('grid w-full grid-cols-12 gap-8', className)}>
+      <Card
+        className="relative col-span-12 rounded-xl before:rounded-xl lg:col-span-6 xl:col-span-7"
+        gradient
+      >
+        <CardContent className="p-2">
+          <LazyPDFViewer key={documentData.id} documentData={documentData} />
+        </CardContent>
+      </Card>
+
+      <div className="col-span-12 lg:col-span-6 xl:col-span-5">
+        <DocumentFlowFormContainer
+          className="lg:h-[calc(100vh-6rem)]"
+          onSubmit={(e) => e.preventDefault()}
+        >
+          <DocumentFlowFormContainerHeader
+            title={currentDocumentFlow.title}
+            description={currentDocumentFlow.description}
+          />
+
+          <Stepper
+            currentStep={currentDocumentFlow.stepIndex}
+            setCurrentStep={(step) => setStep(EditTemplateSteps[step - 1])}
+          >
+            <AddTemplatePlaceholderRecipientsFormPartial
+              key={recipients.length}
+              documentFlow={documentFlow.signers}
+              recipients={recipients}
+              fields={fields}
+              onSubmit={onAddTemplatePlaceholderFormSubmit}
+            />
+
+            <AddTemplateFieldsFormPartial
+              key={fields.length}
+              documentFlow={documentFlow.fields}
+              recipients={recipients}
+              fields={fields}
+              onSubmit={onAddFieldsFormSubmit}
+            />
+          </Stepper>
+        </DocumentFlowFormContainer>
+      </div>
+    </div>
+  );
+};

apps/web/src/app/(dashboard)/templates/[id]/page.tsx

@@ -0,0 +1,81 @@
+import React from 'react';
+
+import Link from 'next/link';
+import { redirect } from 'next/navigation';
+
+import { ChevronLeft } from 'lucide-react';
+
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getFieldsForTemplate } from '@documenso/lib/server-only/field/get-fields-for-template';
+import { getRecipientsForTemplate } from '@documenso/lib/server-only/recipient/get-recipients-for-template';
+import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
+
+import { TemplateType } from '~/components/formatter/template-type';
+
+import { EditTemplateForm } from './edit-template';
+
+export type TemplatePageProps = {
+  params: {
+    id: string;
+  };
+};
+
+export default async function TemplatePage({ params }: TemplatePageProps) {
+  const { id } = params;
+
+  const templateId = Number(id);
+
+  if (!templateId || Number.isNaN(templateId)) {
+    redirect('/documents');
+  }
+
+  const { user } = await getRequiredServerComponentSession();
+
+  const template = await getTemplateById({
+    id: templateId,
+    userId: user.id,
+  }).catch(() => null);
+
+  if (!template || !template.templateDocumentData) {
+    redirect('/documents');
+  }
+
+  const { templateDocumentData } = template;
+
+  const [templateRecipients, templateFields] = await Promise.all([
+    getRecipientsForTemplate({
+      templateId,
+      userId: user.id,
+    }),
+    getFieldsForTemplate({
+      templateId,
+      userId: user.id,
+    }),
+  ]);
+
+  return (
+    <div className="mx-auto max-w-screen-xl px-4 md:px-8">
+      <Link href="/templates" className="flex items-center text-[#7AC455] hover:opacity-80">
+        <ChevronLeft className="mr-2 inline-block h-5 w-5" />
+        Templates
+      </Link>
+
+      <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={template.title}>
+        {template.title}
+      </h1>
+
+      <div className="mt-2.5 flex items-center gap-x-6">
+        <TemplateType inheritColor type={template.type} className="text-muted-foreground" />
+      </div>
+
+      <EditTemplateForm
+        className="mt-8"
+        template={template}
+        user={user}
+        recipients={templateRecipients}
+        fields={templateFields}
+        documentData={templateDocumentData}
+      />
+    </div>
+  );
+}

apps/web/src/app/(dashboard)/templates/data-table-action-dropdown.tsx

@@ -0,0 +1,79 @@
+'use client';
+
+import { useState } from 'react';
+
+import Link from 'next/link';
+
+import { Copy, Edit, MoreHorizontal, Trash2 } from 'lucide-react';
+import { useSession } from 'next-auth/react';
+
+import type { Template } from '@documenso/prisma/client';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuLabel,
+  DropdownMenuTrigger,
+} from '@documenso/ui/primitives/dropdown-menu';
+
+import { DeleteTemplateDialog } from './delete-template-dialog';
+import { DuplicateTemplateDialog } from './duplicate-template-dialog';
+
+export type DataTableActionDropdownProps = {
+  row: Template;
+};
+
+export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) => {
+  const { data: session } = useSession();
+
+  const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
+  const [isDuplicateDialogOpen, setDuplicateDialogOpen] = useState(false);
+
+  if (!session) {
+    return null;
+  }
+
+  const isOwner = row.userId === session.user.id;
+
+  return (
+    <DropdownMenu>
+      <DropdownMenuTrigger>
+        <MoreHorizontal className="text-muted-foreground h-5 w-5" />
+      </DropdownMenuTrigger>
+
+      <DropdownMenuContent className="w-52" align="start" forceMount>
+        <DropdownMenuLabel>Action</DropdownMenuLabel>
+
+        <DropdownMenuItem disabled={!isOwner} asChild>
+          <Link href={`/templates/${row.id}`}>
+            <Edit className="mr-2 h-4 w-4" />
+            Edit
+          </Link>
+        </DropdownMenuItem>
+
+        {/* <DropdownMenuItem disabled={!isOwner} onClick={async () => onDuplicateButtonClick(row.id)}> */}
+        <DropdownMenuItem disabled={!isOwner} onClick={() => setDuplicateDialogOpen(true)}>
+          <Copy className="mr-2 h-4 w-4" />
+          Duplicate
+        </DropdownMenuItem>
+
+        <DropdownMenuItem disabled={!isOwner} onClick={() => setDeleteDialogOpen(true)}>
+          <Trash2 className="mr-2 h-4 w-4" />
+          Delete
+        </DropdownMenuItem>
+      </DropdownMenuContent>
+
+      <DuplicateTemplateDialog
+        id={row.id}
+        open={isDuplicateDialogOpen}
+        onOpenChange={setDuplicateDialogOpen}
+      />
+
+      <DeleteTemplateDialog
+        id={row.id}
+        open={isDeleteDialogOpen}
+        onOpenChange={setDeleteDialogOpen}
+      />
+    </DropdownMenu>
+  );
+};

apps/web/src/app/(dashboard)/templates/data-table-templates.tsx

@@ -0,0 +1,138 @@
+'use client';
+
+import { useState, useTransition } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import { Loader, Plus } from 'lucide-react';
+
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import type { Template } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { DataTable } from '@documenso/ui/primitives/data-table';
+import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { LocaleDate } from '~/components/formatter/locale-date';
+import { TemplateType } from '~/components/formatter/template-type';
+
+import { DataTableActionDropdown } from './data-table-action-dropdown';
+import { DataTableTitle } from './data-table-title';
+
+type TemplatesDataTableProps = {
+  templates: Template[];
+  perPage: number;
+  page: number;
+  totalPages: number;
+};
+
+export const TemplatesDataTable = ({
+  templates,
+  perPage,
+  page,
+  totalPages,
+}: TemplatesDataTableProps) => {
+  const [isPending, startTransition] = useTransition();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const router = useRouter();
+
+  const { toast } = useToast();
+  const [loadingStates, setLoadingStates] = useState<{ [key: string]: boolean }>({});
+
+  const { mutateAsync: createDocumentFromTemplate } =
+    trpc.template.createDocumentFromTemplate.useMutation();
+
+  const onPaginationChange = (page: number, perPage: number) => {
+    startTransition(() => {
+      updateSearchParams({
+        page,
+        perPage,
+      });
+    });
+  };
+
+  const onUseButtonClick = async (templateId: number) => {
+    try {
+      const { id } = await createDocumentFromTemplate({
+        templateId,
+      });
+
+      toast({
+        title: 'Document created',
+        description: 'Your document has been created from the template successfully.',
+        duration: 5000,
+      });
+
+      router.push(`/documents/${id}`);
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while creating document from template.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <div className="relative">
+      <DataTable
+        columns={[
+          {
+            header: 'Created',
+            accessorKey: 'createdAt',
+            cell: ({ row }) => <LocaleDate date={row.original.createdAt} />,
+          },
+          {
+            header: 'Title',
+            cell: ({ row }) => <DataTableTitle row={row.original} />,
+          },
+          {
+            header: 'Type',
+            accessorKey: 'type',
+            cell: ({ row }) => <TemplateType type={row.original.type} />,
+          },
+          {
+            header: 'Actions',
+            accessorKey: 'actions',
+            cell: ({ row }) => {
+              const isRowLoading = loadingStates[row.original.id];
+
+              return (
+                <div className="flex items-center gap-x-4">
+                  <Button
+                    disabled={isRowLoading}
+                    loading={isRowLoading}
+                    onClick={async () => {
+                      setLoadingStates((prev) => ({ ...prev, [row.original.id]: true }));
+                      await onUseButtonClick(row.original.id);
+                      setLoadingStates((prev) => ({ ...prev, [row.original.id]: false }));
+                    }}
+                  >
+                    {!isRowLoading && <Plus className="-ml-1 mr-2 h-4 w-4" />}
+                    Use Template
+                  </Button>
+                  <DataTableActionDropdown row={row.original} />
+                </div>
+              );
+            },
+          },
+        ]}
+        data={templates}
+        perPage={perPage}
+        currentPage={page}
+        totalPages={totalPages}
+        onPaginationChange={onPaginationChange}
+      >
+        {(table) => <DataTablePagination additionalInformation="VisibleCount" table={table} />}
+      </DataTable>
+
+      {isPending && (
+        <div className="absolute inset-0 flex items-center justify-center bg-white/50">
+          <Loader className="h-8 w-8 animate-spin text-gray-500" />
+        </div>
+      )}
+    </div>
+  );
+};

apps/web/src/app/(dashboard)/templates/data-table-title.tsx

@@ -0,0 +1,26 @@
+import Link from 'next/link';
+
+import { useSession } from 'next-auth/react';
+
+import { Template } from '@documenso/prisma/client';
+
+export type DataTableTitleProps = {
+  row: Template;
+};
+
+export const DataTableTitle = ({ row }: DataTableTitleProps) => {
+  const { data: session } = useSession();
+
+  if (!session) {
+    return null;
+  }
+
+  return (
+    <Link
+      href={`/templates/${row.id}`}
+      className="block max-w-[10rem] cursor-pointer truncate font-medium hover:underline md:max-w-[20rem]"
+    >
+      {row.title}
+    </Link>
+  );
+};

apps/web/src/app/(dashboard)/templates/delete-template-dialog.tsx

@@ -0,0 +1,84 @@
+import { useRouter } from 'next/navigation';
+
+import { trpc as trpcReact } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+type DeleteTemplateDialogProps = {
+  id: number;
+  open: boolean;
+  onOpenChange: (_open: boolean) => void;
+};
+
+export const DeleteTemplateDialog = ({ id, open, onOpenChange }: DeleteTemplateDialogProps) => {
+  const router = useRouter();
+
+  const { toast } = useToast();
+
+  const { mutateAsync: deleteTemplate, isLoading } = trpcReact.template.deleteTemplate.useMutation({
+    onSuccess: () => {
+      router.refresh();
+
+      toast({
+        title: 'Template deleted',
+        description: 'Your template has been successfully deleted.',
+        duration: 5000,
+      });
+
+      onOpenChange(false);
+    },
+  });
+
+  const onDeleteTemplate = async () => {
+    try {
+      await deleteTemplate({ id });
+    } catch {
+      toast({
+        title: 'Something went wrong',
+        description: 'This template could not be deleted at this time. Please try again.',
+        variant: 'destructive',
+        duration: 7500,
+      });
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Do you want to delete this template?</DialogTitle>
+
+          <DialogDescription>
+            Please note that this action is irreversible. Once confirmed, your template will be
+            permanently deleted.
+          </DialogDescription>
+        </DialogHeader>
+
+        <DialogFooter>
+          <div className="flex w-full flex-1 flex-nowrap gap-4">
+            <Button
+              type="button"
+              variant="secondary"
+              onClick={() => onOpenChange(false)}
+              className="flex-1"
+            >
+              Cancel
+            </Button>
+
+            <Button type="button" loading={isLoading} onClick={onDeleteTemplate} className="flex-1">
+              Delete
+            </Button>
+          </div>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/app/(dashboard)/templates/duplicate-template-dialog.tsx

@@ -0,0 +1,87 @@
+import { useRouter } from 'next/navigation';
+
+import { trpc as trpcReact } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+type DuplicateTemplateDialogProps = {
+  id: number;
+  open: boolean;
+  onOpenChange: (_open: boolean) => void;
+};
+
+export const DuplicateTemplateDialog = ({
+  id,
+  open,
+  onOpenChange,
+}: DuplicateTemplateDialogProps) => {
+  const router = useRouter();
+
+  const { toast } = useToast();
+
+  const { mutateAsync: duplicateTemplate, isLoading } =
+    trpcReact.template.duplicateTemplate.useMutation({
+      onSuccess: () => {
+        router.refresh();
+
+        toast({
+          title: 'Template duplicated',
+          description: 'Your template has been duplicated successfully.',
+          duration: 5000,
+        });
+
+        onOpenChange(false);
+      },
+    });
+
+  const onDuplicate = async () => {
+    try {
+      await duplicateTemplate({
+        templateId: id,
+      });
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while duplicating template.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Do you want to duplicate this template?</DialogTitle>
+
+          <DialogDescription className="pt-2">Your template will be duplicated.</DialogDescription>
+        </DialogHeader>
+
+        <DialogFooter>
+          <div className="flex w-full flex-1 flex-nowrap gap-4">
+            <Button
+              type="button"
+              variant="secondary"
+              onClick={() => onOpenChange(false)}
+              className="flex-1"
+            >
+              Cancel
+            </Button>
+
+            <Button type="button" loading={isLoading} onClick={onDuplicate} className="flex-1">
+              Duplicate
+            </Button>
+          </div>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/app/(dashboard)/templates/empty-state.tsx

@@ -0,0 +1,17 @@
+import { Bird } from 'lucide-react';
+
+export const EmptyTemplateState = () => {
+  return (
+    <div className="text-muted-foreground/60 flex h-96 flex-col items-center justify-center gap-y-4">
+      <Bird className="h-12 w-12" strokeWidth={1.5} />
+
+      <div className="text-center">
+        <h3 className="text-lg font-semibold">We're all empty</h3>
+
+        <p className="mt-2 max-w-[50ch]">
+          You have not yet created any templates. To create a template please upload one.
+        </p>
+      </div>
+    </div>
+  );
+};

apps/web/src/app/(dashboard)/templates/new-template-dialog.tsx

@@ -0,0 +1,228 @@
+'use client';
+
+import React, { useEffect, useState } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { FilePlus, X } from 'lucide-react';
+import { useSession } from 'next-auth/react';
+import { useForm } from 'react-hook-form';
+import * as z from 'zod';
+
+import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
+import { base64 } from '@documenso/lib/universal/base64';
+import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { DocumentDropzone } from '@documenso/ui/primitives/document-dropzone';
+import {
+  Form,
+  FormControl,
+  FormDescription,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Label } from '@documenso/ui/primitives/label';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+const ZCreateTemplateFormSchema = z.object({
+  name: z.string(),
+});
+
+type TCreateTemplateFormSchema = z.infer<typeof ZCreateTemplateFormSchema>;
+
+export const NewTemplateDialog = () => {
+  const router = useRouter();
+  const { data: session } = useSession();
+  const { toast } = useToast();
+
+  const form = useForm<TCreateTemplateFormSchema>({
+    defaultValues: {
+      name: '',
+    },
+    resolver: zodResolver(ZCreateTemplateFormSchema),
+  });
+
+  const { mutateAsync: createTemplate, isLoading: isCreatingTemplate } =
+    trpc.template.createTemplate.useMutation();
+
+  const [showNewTemplateDialog, setShowNewTemplateDialog] = useState(false);
+  const [uploadedFile, setUploadedFile] = useState<{ file: File; fileBase64: string } | null>();
+
+  const onFileDrop = async (file: File) => {
+    try {
+      const arrayBuffer = await file.arrayBuffer();
+      const base64String = base64.encode(new Uint8Array(arrayBuffer));
+
+      setUploadedFile({
+        file,
+        fileBase64: `data:application/pdf;base64,${base64String}`,
+      });
+
+      if (!form.getValues('name')) {
+        form.setValue('name', file.name);
+      }
+    } catch {
+      toast({
+        title: 'Something went wrong',
+        description: 'Please try again later.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const onSubmit = async (values: TCreateTemplateFormSchema) => {
+    if (!uploadedFile) {
+      return;
+    }
+
+    const file: File = uploadedFile.file;
+
+    try {
+      const { type, data } = await putFile(file);
+
+      const { id: templateDocumentDataId } = await createDocumentData({
+        type,
+        data,
+      });
+
+      const { id } = await createTemplate({
+        title: values.name ? values.name : file.name,
+        templateDocumentDataId,
+      });
+
+      toast({
+        title: 'Template document uploaded',
+        description:
+          'Your document has been uploaded successfully. You will be redirected to the template page.',
+        duration: 5000,
+      });
+
+      setShowNewTemplateDialog(false);
+
+      void router.push(`/templates/${id}`);
+    } catch {
+      toast({
+        title: 'Something went wrong',
+        description: 'Please try again later.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const resetForm = () => {
+    if (form.getValues('name') === uploadedFile?.file.name) {
+      form.reset();
+    }
+
+    setUploadedFile(null);
+  };
+
+  useEffect(() => {
+    if (!showNewTemplateDialog) {
+      form.reset();
+    }
+  }, [form, showNewTemplateDialog]);
+
+  return (
+    <Dialog open={showNewTemplateDialog} onOpenChange={setShowNewTemplateDialog}>
+      <DialogTrigger asChild>
+        <Button className="cursor-pointer" disabled={!session?.user.emailVerified}>
+          <FilePlus className="-ml-1 mr-2 h-4 w-4" />
+          New Template
+        </Button>
+      </DialogTrigger>
+
+      <DialogContent className="w-full max-w-xl">
+        <DialogHeader>
+          <DialogTitle className="mb-4">New Template</DialogTitle>
+        </DialogHeader>
+
+        <div>
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
+              <FormField
+                control={form.control}
+                name="name"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>Name your template</FormLabel>
+                    <FormControl>
+                      <Input id="email" type="text" className="bg-background mt-1.5" {...field} />
+                    </FormControl>
+                    <FormDescription>
+                      <span className="text-muted-foreground text-xs">
+                        Leave this empty if you would like to use your document's name for the
+                        template
+                      </span>
+                    </FormDescription>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <div>
+                <Label htmlFor="template">Upload a Document</Label>
+
+                <div className="my-3">
+                  {uploadedFile ? (
+                    <Card gradient className="h-[40vh]">
+                      <CardContent className="flex h-full flex-col items-center justify-center p-2">
+                        <button
+                          onClick={() => resetForm()}
+                          title="Remove Template"
+                          className="text-muted-foreground absolute right-2.5 top-2.5 rounded-sm opacity-60 transition-opacity hover:opacity-100 focus:outline-none disabled:pointer-events-none"
+                        >
+                          <X className="h-6 w-6" />
+                          <span className="sr-only">Remove Template</span>
+                        </button>
+
+                        <div className="border-muted-foreground/20 group-hover:border-documenso/80 dark:bg-muted/80 z-10 flex aspect-[3/4] w-24 flex-col gap-y-1 rounded-lg border bg-white/80 px-2 py-4 backdrop-blur-sm">
+                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
+                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-5/6 rounded-[2px]" />
+                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
+                        </div>
+
+                        <p className="group-hover:text-foreground text-muted-foreground mt-4 font-medium">
+                          Uploaded Document
+                        </p>
+
+                        <span className="text-muted-foreground/80 mt-1 text-sm">
+                          {uploadedFile.file.name}
+                        </span>
+                      </CardContent>
+                    </Card>
+                  ) : (
+                    <DocumentDropzone
+                      className="mt-1.5 h-[40vh]"
+                      onDrop={onFileDrop}
+                      type="template"
+                    />
+                  )}
+                </div>
+              </div>
+
+              <div className="flex w-full justify-end">
+                <Button loading={isCreatingTemplate} type="submit">
+                  Create Template
+                </Button>
+              </div>
+            </form>
+          </Form>
+        </div>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/app/(dashboard)/templates/page.tsx

@@ -0,0 +1,52 @@
+import React from 'react';
+
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getTemplates } from '@documenso/lib/server-only/template/get-templates';
+
+import { TemplatesDataTable } from './data-table-templates';
+import { EmptyTemplateState } from './empty-state';
+import { NewTemplateDialog } from './new-template-dialog';
+
+type TemplatesPageProps = {
+  searchParams?: {
+    page?: number;
+    perPage?: number;
+  };
+};
+
+export default async function TemplatesPage({ searchParams = {} }: TemplatesPageProps) {
+  const { user } = await getRequiredServerComponentSession();
+  const page = Number(searchParams.page) || 1;
+  const perPage = Number(searchParams.perPage) || 10;
+
+  const { templates, totalPages } = await getTemplates({
+    userId: user.id,
+    page: page,
+    perPage: perPage,
+  });
+
+  return (
+    <div className="mx-auto max-w-screen-xl px-4 md:px-8">
+      <div className="flex items-baseline justify-between">
+        <h1 className="mb-5 mt-2 truncate text-2xl font-semibold md:text-3xl">Templates</h1>
+
+        <div>
+          <NewTemplateDialog />
+        </div>
+      </div>
+
+      <div className="relative">
+        {templates.length > 0 ? (
+          <TemplatesDataTable
+            templates={templates}
+            page={page}
+            perPage={perPage}
+            totalPages={totalPages}
+          />
+        ) : (
+          <EmptyTemplateState />
+        )}
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(signing)/sign/[token]/complete/page.tsx

@@ -15,6 +15,8 @@ import { DocumentDownloadButton } from '@documenso/ui/components/document/docume
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import { SigningCard3D } from '@documenso/ui/components/signing-card';
 
+import { truncateTitle } from '~/helpers/truncate-title';
+
 export type CompletedSigningPageProps = {
   params: {
     token?: string;
@@ -36,6 +38,8 @@ export default async function CompletedSigningPage({
     return notFound();
   }
 
+  const truncatedTitle = truncateTitle(document.title);
+
   const { documentData } = document;
 
   const [fields, recipient] = await Promise.all([
@@ -89,7 +93,7 @@ export default async function CompletedSigningPage({
 
         <h2 className="mt-6 max-w-[35ch] text-center text-2xl font-semibold leading-normal md:text-3xl lg:text-4xl">
           You have signed
-          <span className="mt-1.5 block">"{document.title}"</span>
+          <span className="mt-1.5 block">"{truncatedTitle}"</span>
         </h2>
 
         {match({ status: document.status, deletedAt: document.deletedAt })

apps/web/src/app/(signing)/sign/[token]/date-field.tsx

@@ -6,8 +6,13 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
-import { Recipient } from '@documenso/prisma/client';
+import {
-import { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
+  DEFAULT_DOCUMENT_DATE_FORMAT,
+  convertToLocalSystemFormat,
+} from '@documenso/lib/constants/date-formats';
+import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import type { Recipient } from '@documenso/prisma/client';
+import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -16,9 +21,16 @@ import { SigningFieldContainer } from './signing-field-container';
 export type DateFieldProps = {
   field: FieldWithSignature;
   recipient: Recipient;
+  dateFormat?: string | null;
+  timezone?: string | null;
 };
 
-export const DateField = ({ field, recipient }: DateFieldProps) => {
+export const DateField = ({
+  field,
+  recipient,
+  dateFormat = DEFAULT_DOCUMENT_DATE_FORMAT,
+  timezone = DEFAULT_DOCUMENT_TIME_ZONE,
+}: DateFieldProps) => {
   const router = useRouter();
 
   const { toast } = useToast();
@@ -35,12 +47,18 @@ export const DateField = ({ field, recipient }: DateFieldProps) => {
 
   const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;
 
+  const localDateString = convertToLocalSystemFormat(field.customText, dateFormat, timezone);
+
+  const isDifferentTime = field.inserted && localDateString !== field.customText;
+
+  const tooltipText = `"${field.customText}" will appear on the document as it has a timezone of "${timezone}".`;
+
   const onSign = async () => {
     try {
       await signFieldWithToken({
         token: recipient.token,
         fieldId: field.id,
-        value: '',
+        value: dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT,
       });
 
       startTransition(() => router.refresh());
@@ -75,7 +93,13 @@ export const DateField = ({ field, recipient }: DateFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove}>
+    <SigningFieldContainer
+      field={field}
+      onSign={onSign}
+      onRemove={onRemove}
+      type="Date"
+      tooltipText={isDifferentTime ? tooltipText : undefined}
+    >
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
@@ -87,7 +111,7 @@ export const DateField = ({ field, recipient }: DateFieldProps) => {
       )}
 
       {field.inserted && (
-        <p className="text-muted-foreground text-sm duration-200">{field.customText}</p>
+        <p className="text-muted-foreground text-sm duration-200">{localDateString}</p>
       )}
     </SigningFieldContainer>
   );

apps/web/src/app/(signing)/sign/[token]/email-field.tsx

@@ -79,7 +79,7 @@ export const EmailField = ({ field, recipient }: EmailFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove}>
+    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Email">
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />

apps/web/src/app/(signing)/sign/[token]/form.tsx

@@ -49,6 +49,7 @@ export const SigningForm = ({ document, recipient, fields }: SigningFormProps) =
   const { data: session } = useSession();
 
   const { fullName, signature, setFullName, setSignature } = useRequiredSigningContext();
+
   const [validateUninsertedFields, setValidateUninsertedFields] = useState(false);
 
   const { mutateAsync: completeDocumentWithToken } =
@@ -76,6 +77,11 @@ export const SigningForm = ({ document, recipient, fields }: SigningFormProps) =
     return sortFieldsByPosition(fields.filter((field) => !field.inserted));
   }, [fields]);
 
+  const fieldsValidated = () => {
+    setValidateUninsertedFields(true);
+    validateFieldsInserted(fields);
+  };
+
   const onFormSubmit = async () => {
     setValidateUninsertedFields(true);
 
@@ -120,7 +126,11 @@ export const SigningForm = ({ document, recipient, fields }: SigningFormProps) =
         disabled={isSubmitting}
         className={cn('-mx-2 flex flex-1 flex-col overflow-hidden px-2')}
       >
-        <div className={cn('flex flex-1 flex-col')}>
+        <div
+          className={cn(
+            'custom-scrollbar -mx-2 flex flex-1 flex-col overflow-y-auto overflow-x-hidden px-2',
+          )}
+        >
           <h3 className="text-foreground text-2xl font-semibold">Sign Document</h3>
 
           <p className="text-muted-foreground mt-2 text-sm">
@@ -232,6 +242,7 @@ export const SigningForm = ({ document, recipient, fields }: SigningFormProps) =
                 onSignatureComplete={handleSubmit(onFormSubmit)}
                 document={document}
                 fields={fields}
+                fieldsValidated={fieldsValidated}
               />
             </div>
           </div>

apps/web/src/app/(signing)/sign/[token]/name-field.tsx

@@ -6,8 +6,8 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
-import { Recipient } from '@documenso/prisma/client';
+import type { Recipient } from '@documenso/prisma/client';
-import { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
+import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { Dialog, DialogContent, DialogFooter, DialogTitle } from '@documenso/ui/primitives/dialog';
@@ -98,7 +98,7 @@ export const NameField = ({ field, recipient }: NameFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove}>
+    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Name">
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />

apps/web/src/app/(signing)/sign/[token]/no-longer-available.tsx

@@ -1,3 +1,5 @@
+'use client';
+
 import React from 'react';
 
 import Link from 'next/link';

apps/web/src/app/(signing)/sign/[token]/page.tsx

@@ -2,9 +2,12 @@ import { notFound, redirect } from 'next/navigation';
 
 import { match } from 'ts-pattern';
 
+import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
+import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
 import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document/get-document-by-token';
+import { getDocumentMetaByDocumentId } from '@documenso/lib/server-only/document/get-document-meta-by-document-id';
 import { viewedDocument } from '@documenso/lib/server-only/document/viewed-document';
 import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-for-token';
 import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
@@ -14,6 +17,8 @@ import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
 
+import { truncateTitle } from '~/helpers/truncate-title';
+
 import { DateField } from './date-field';
 import { EmailField } from './email-field';
 import { SigningForm } from './form';
@@ -42,10 +47,14 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     viewedDocument({ token }).catch(() => null),
   ]);
 
+  const documentMeta = await getDocumentMetaByDocumentId({ id: document!.id }).catch(() => null);
+
   if (!document || !document.documentData || !recipient) {
     return notFound();
   }
 
+  const truncatedTitle = truncateTitle(document.title);
+
   const { documentData } = document;
 
   const { user } = await getServerComponentSession();
@@ -77,7 +86,7 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     >
       <div className="mx-auto w-full max-w-screen-xl">
         <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={document.title}>
-          {document.title}
+          {truncatedTitle}
         </h1>
 
         <div className="mt-2.5 flex items-center gap-x-6">
@@ -111,7 +120,13 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
                 <NameField key={field.id} field={field} recipient={recipient} />
               ))
               .with(FieldType.DATE, () => (
-                <DateField key={field.id} field={field} recipient={recipient} />
+                <DateField
+                  key={field.id}
+                  field={field}
+                  recipient={recipient}
+                  dateFormat={documentMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT}
+                  timezone={documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE}
+                />
               ))
               .with(FieldType.EMAIL, () => (
                 <EmailField key={field.id} field={field} recipient={recipient} />

apps/web/src/app/(signing)/sign/[token]/sign-dialog.tsx

@@ -9,10 +9,13 @@ import {
   DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
 
+import { truncateTitle } from '~/helpers/truncate-title';
+
 export type SignDialogProps = {
   isSubmitting: boolean;
   document: Document;
   fields: Field[];
+  fieldsValidated: () => void | Promise<void>;
   onSignatureComplete: () => void | Promise<void>;
 };
 
@@ -20,30 +23,31 @@ export const SignDialog = ({
   isSubmitting,
   document,
   fields,
+  fieldsValidated,
   onSignatureComplete,
 }: SignDialogProps) => {
   const [showDialog, setShowDialog] = useState(false);
-
+  const truncatedTitle = truncateTitle(document.title);
   const isComplete = fields.every((field) => field.inserted);
 
   return (
-    <Dialog open={showDialog} onOpenChange={setShowDialog}>
+    <Dialog open={showDialog && isComplete} onOpenChange={setShowDialog}>
       <DialogTrigger asChild>
         <Button
           className="w-full"
           type="button"
           size="lg"
-          disabled={!isComplete}
+          onClick={fieldsValidated}
           loading={isSubmitting}
         >
-          Complete
+          {isComplete ? 'Complete' : 'Next field'}
         </Button>
       </DialogTrigger>
       <DialogContent>
         <div className="text-center">
           <div className="text-xl font-semibold text-neutral-800">Sign Document</div>
           <div className="text-muted-foreground mx-auto w-4/5 py-2 text-center">
-            You are about to finish signing "{document.title}". Are you sure?
+            You are about to finish signing "{truncatedTitle}". Are you sure?
           </div>
         </div>
 

apps/web/src/app/(signing)/sign/[token]/signature-field.tsx

@@ -127,7 +127,7 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove}>
+    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Signature">
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />

apps/web/src/app/(signing)/sign/[token]/signing-field-container.tsx

@@ -4,6 +4,7 @@ import React from 'react';
 
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { FieldRootContainer } from '@documenso/ui/components/field/field';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 
 export type SignatureFieldProps = {
   field: FieldWithSignature;
@@ -11,6 +12,8 @@ export type SignatureFieldProps = {
   children: React.ReactNode;
   onSign?: () => Promise<void> | void;
   onRemove?: () => Promise<void> | void;
+  type?: 'Date' | 'Email' | 'Name' | 'Signature';
+  tooltipText?: string | null;
 };
 
 export const SigningFieldContainer = ({
@@ -19,6 +22,8 @@ export const SigningFieldContainer = ({
   onSign,
   onRemove,
   children,
+  type,
+  tooltipText,
 }: SignatureFieldProps) => {
   const onSignFieldClick = async () => {
     if (field.inserted) {
@@ -46,7 +51,22 @@ export const SigningFieldContainer = ({
         />
       )}
 
-      {field.inserted && !loading && (
+      {type === 'Date' && field.inserted && !loading && (
+        <Tooltip delayDuration={0}>
+          <TooltipTrigger asChild>
+            <button
+              className="text-destructive bg-background/40 absolute inset-0 z-10 flex h-full w-full items-center justify-center rounded-md text-sm opacity-0 backdrop-blur-sm duration-200 group-hover:opacity-100"
+              onClick={onRemoveSignedFieldClick}
+            >
+              Remove
+            </button>
+          </TooltipTrigger>
+
+          {tooltipText && <TooltipContent className="max-w-xs">{tooltipText}</TooltipContent>}
+        </Tooltip>
+      )}
+
+      {type !== 'Date' && field.inserted && !loading && (
         <button
           className="text-destructive bg-background/40 absolute inset-0 z-10 flex h-full w-full items-center justify-center rounded-md text-sm opacity-0 backdrop-blur-sm duration-200 group-hover:opacity-100"
           onClick={onRemoveSignedFieldClick}

apps/web/src/app/(unauthenticated)/signin/page.tsx

@@ -13,12 +13,14 @@ export default function SignInPage() {
 
       <SignInForm className="mt-4" />
 
+      {process.env.NEXT_PUBLIC_DISABLE_SIGNUP !== 'true' && (
         <p className="text-muted-foreground mt-6 text-center text-sm">
           Don't have an account?{' '}
           <Link href="/signup" className="text-primary duration-200 hover:opacity-70">
             Sign up
           </Link>
         </p>
+      )}
 
       <p className="mt-2.5 text-center">
         <Link

apps/web/src/app/(unauthenticated)/signup/page.tsx

@@ -1,8 +1,13 @@
 import Link from 'next/link';
+import { redirect } from 'next/navigation';
 
 import { SignUpForm } from '~/components/forms/signup';
 
 export default function SignUpPage() {
+  if (process.env.NEXT_PUBLIC_DISABLE_SIGNUP === 'true') {
+    redirect('/signin');
+  }
+
   return (
     <div>
       <h1 className="text-4xl font-semibold">Create a new account</h1>

apps/web/src/components/(dashboard)/common/command-menu.tsx

@@ -11,6 +11,7 @@ import { useHotkeys } from 'react-hotkeys-hook';
 import {
   DOCUMENTS_PAGE_SHORTCUT,
   SETTINGS_PAGE_SHORTCUT,
+  TEMPLATES_PAGE_SHORTCUT,
 } from '@documenso/lib/constants/keyboard-shortcuts';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import {
@@ -22,6 +23,7 @@ import {
   CommandList,
   CommandShortcut,
 } from '@documenso/ui/primitives/command';
+import { THEMES_TYPE } from '@documenso/ui/primitives/constants';
 
 const DOCUMENTS_PAGES = [
   {
@@ -38,6 +40,14 @@ const DOCUMENTS_PAGES = [
   { label: 'Inbox documents', path: '/documents?status=INBOX' },
 ];
 
+const TEMPLATES_PAGES = [
+  {
+    label: 'All templates',
+    path: '/templates',
+    shortcut: TEMPLATES_PAGE_SHORTCUT.replace('+', ''),
+  },
+];
+
 const SETTINGS_PAGES = [
   {
     label: 'Settings',
@@ -123,10 +133,12 @@ export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
 
   const goToSettings = useCallback(() => push(SETTINGS_PAGES[0].path), [push]);
   const goToDocuments = useCallback(() => push(DOCUMENTS_PAGES[0].path), [push]);
+  const goToTemplates = useCallback(() => push(TEMPLATES_PAGES[0].path), [push]);
 
-  useHotkeys(['ctrl+k', 'meta+k'], toggleOpen);
+  useHotkeys(['ctrl+k', 'meta+k'], toggleOpen, { preventDefault: true });
   useHotkeys(SETTINGS_PAGE_SHORTCUT, goToSettings);
   useHotkeys(DOCUMENTS_PAGE_SHORTCUT, goToDocuments);
+  useHotkeys(TEMPLATES_PAGE_SHORTCUT, goToTemplates);
 
   const handleKeyDown = (e: React.KeyboardEvent) => {
     // Escape goes to previous page
@@ -173,6 +185,9 @@ export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
             <CommandGroup heading="Documents">
               <Commands push={push} pages={DOCUMENTS_PAGES} />
             </CommandGroup>
+            <CommandGroup heading="Templates">
+              <Commands push={push} pages={TEMPLATES_PAGES} />
+            </CommandGroup>
             <CommandGroup heading="Settings">
               <Commands push={push} pages={SETTINGS_PAGES} />
             </CommandGroup>
@@ -214,9 +229,9 @@ const Commands = ({
 const ThemeCommands = ({ setTheme }: { setTheme: (_theme: string) => void }) => {
   const THEMES = useMemo(
     () => [
-      { label: 'Light Mode', theme: 'light', icon: Sun },
+      { label: 'Light Mode', theme: THEMES_TYPE.LIGHT, icon: Sun },
-      { label: 'Dark Mode', theme: 'dark', icon: Moon },
+      { label: 'Dark Mode', theme: THEMES_TYPE.DARK, icon: Moon },
-      { label: 'System Theme', theme: 'system', icon: Monitor },
+      { label: 'System Theme', theme: THEMES_TYPE.SYSTEM, icon: Monitor },
     ],
     [],
   );

apps/web/src/components/(dashboard)/layout/desktop-nav.tsx

@@ -3,6 +3,9 @@
 import type { HTMLAttributes } from 'react';
 import { useEffect, useState } from 'react';
 
+import Link from 'next/link';
+import { usePathname } from 'next/navigation';
+
 import { Search } from 'lucide-react';
 
 import { cn } from '@documenso/ui/lib/utils';
@@ -10,10 +13,22 @@ import { Button } from '@documenso/ui/primitives/button';
 
 import { CommandMenu } from '../common/command-menu';
 
+const navigationLinks = [
+  {
+    href: '/documents',
+    label: 'Documents',
+  },
+  {
+    href: '/templates',
+    label: 'Templates',
+  },
+];
+
 export type DesktopNavProps = HTMLAttributes<HTMLDivElement>;
 
 export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
-  // const pathname = usePathname();
+  const pathname = usePathname();
+
   const [open, setOpen] = useState(false);
   const [modifierKey, setModifierKey] = useState(() => 'Ctrl');
 
@@ -26,9 +41,29 @@ export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
 
   return (
     <div
-      className={cn('ml-8 hidden flex-1 gap-x-6 md:flex md:justify-center', className)}
+      className={cn(
+        'ml-8 hidden flex-1 items-center gap-x-12 md:flex md:justify-between',
+        className,
+      )}
       {...props}
     >
+      <div className="flex items-baseline gap-x-6">
+        {navigationLinks.map(({ href, label }) => (
+          <Link
+            key={href}
+            href={href}
+            className={cn(
+              'text-muted-foreground dark:text-muted focus-visible:ring-ring ring-offset-background rounded-md font-medium leading-5 hover:opacity-80 focus-visible:outline-none focus-visible:ring-2',
+              {
+                'text-foreground dark:text-muted-foreground': pathname?.startsWith(href),
+              },
+            )}
+          >
+            {label}
+          </Link>
+        ))}
+      </div>
+
       <CommandMenu open={open} onOpenChange={setOpen} />
 
       <Button
@@ -47,19 +82,6 @@ export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
           </div>
         </div>
       </Button>
-
-      {/* We have no other subpaths rn */}
-      {/* <Link
-        href="/documents"
-        className={cn(
-          'text-muted-foreground focus-visible:ring-ring ring-offset-background rounded-md font-medium leading-5 hover:opacity-80 focus-visible:outline-none focus-visible:ring-2',
-          {
-            'text-foreground': pathname?.startsWith('/documents'),
-          },
-        )}
-      >
-        Documents
-      </Link> */}
     </div>
   );
 };

apps/web/src/components/(dashboard)/layout/header.tsx

@@ -33,7 +33,7 @@ export const Header = ({ className, user, ...props }: HeaderProps) => {
   return (
     <header
       className={cn(
-        'supports-backdrop-blur:bg-background/60 bg-background/95 sticky top-0 z-[1000] flex h-16 w-full items-center border-b border-b-transparent backdrop-blur duration-200',
+        'supports-backdrop-blur:bg-background/60 bg-background/95 sticky top-0 z-[50] flex h-16 w-full items-center border-b border-b-transparent backdrop-blur duration-200',
         scrollY > 5 && 'border-b-border',
         className,
       )}
@@ -49,7 +49,7 @@ export const Header = ({ className, user, ...props }: HeaderProps) => {
 
         <DesktopNav />
 
-        <div className="flex gap-x-4">
+        <div className="flex gap-x-4 md:ml-8">
           <ProfileDropdown user={user} />
 
           {/* <Button variant="outline" size="sm" className="h-10 w-10 p-0.5 md:hidden">

apps/web/src/components/(dashboard)/layout/profile-dropdown.tsx

@@ -4,6 +4,7 @@ import Link from 'next/link';
 
 import {
   CreditCard,
+  FileSpreadsheet,
   Lock,
   LogOut,
   User as LucideUser,
@@ -106,6 +107,13 @@ export const ProfileDropdown = ({ user }: ProfileDropdownProps) => {
           </DropdownMenuItem>
         )}
 
+        <DropdownMenuSeparator />
+        <DropdownMenuItem asChild>
+          <Link href="/templates" className="cursor-pointer">
+            <FileSpreadsheet className="mr-2 h-4 w-4" />
+            Templates
+          </Link>
+        </DropdownMenuItem>
         <DropdownMenuSeparator />
 
         <DropdownMenuSub>

apps/web/src/components/formatter/document-status.tsx

@@ -1,9 +1,9 @@
-import { HTMLAttributes } from 'react';
+import type { HTMLAttributes } from 'react';
 
 import { CheckCircle2, Clock, File } from 'lucide-react';
 import type { LucideIcon } from 'lucide-react/dist/lucide-react';
 
-import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
+import type { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
 import { SignatureIcon } from '@documenso/ui/icons/signature';
 import { cn } from '@documenso/ui/lib/utils';
 

apps/web/src/components/formatter/locale-date.tsx

@@ -1,8 +1,10 @@
 'use client';
 
-import { HTMLAttributes, useEffect, useState } from 'react';
+import type { HTMLAttributes } from 'react';
+import { useEffect, useState } from 'react';
 
-import { DateTime, DateTimeFormatOptions } from 'luxon';
+import type { DateTimeFormatOptions } from 'luxon';
+import { DateTime } from 'luxon';
 
 import { useLocale } from '@documenso/lib/client-only/providers/locale';
 

apps/web/src/components/formatter/template-type.tsx

@@ -0,0 +1,50 @@
+import { HTMLAttributes } from 'react';
+
+import { Globe, Lock } from 'lucide-react';
+import type { LucideIcon } from 'lucide-react/dist/lucide-react';
+
+import { TemplateType as TemplateTypePrisma } from '@documenso/prisma/client';
+import { cn } from '@documenso/ui/lib/utils';
+
+type TemplateTypeIcon = {
+  label: string;
+  icon?: LucideIcon;
+  color: string;
+};
+
+type TemplateTypes = (typeof TemplateTypePrisma)[keyof typeof TemplateTypePrisma];
+
+const TEMPLATE_TYPES: Record<TemplateTypes, TemplateTypeIcon> = {
+  PRIVATE: {
+    label: 'Private',
+    icon: Lock,
+    color: 'text-blue-600 dark:text-blue-300',
+  },
+  PUBLIC: {
+    label: 'Public',
+    icon: Globe,
+    color: 'text-green-500 dark:text-green-300',
+  },
+};
+
+export type TemplateTypeProps = HTMLAttributes<HTMLSpanElement> & {
+  type: TemplateTypes;
+  inheritColor?: boolean;
+};
+
+export const TemplateType = ({ className, type, inheritColor, ...props }: TemplateTypeProps) => {
+  const { label, icon: Icon, color } = TEMPLATE_TYPES[type];
+
+  return (
+    <span className={cn('flex items-center', className)} {...props}>
+      {Icon && (
+        <Icon
+          className={cn('mr-2 inline-block h-4 w-4', {
+            [color]: !inheritColor,
+          })}
+        />
+      )}
+      {label}
+    </span>
+  );
+};

apps/web/src/components/forms/2fa/disable-authenticator-app-dialog.tsx

@@ -23,6 +23,7 @@ import {
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
+import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export const ZDisableTwoFactorAuthenticationForm = z.object({
@@ -106,6 +107,10 @@ export const DisableAuthenticatorAppDialog = ({
               onDisableTwoFactorAuthenticationFormSubmit,
             )}
             className="flex flex-col gap-y-4"
+          >
+            <fieldset
+              className="flex flex-col gap-y-4"
+              disabled={isDisableTwoFactorAuthenticationSubmitting}
             >
               <FormField
                 name="password"
@@ -114,9 +119,8 @@ export const DisableAuthenticatorAppDialog = ({
                   <FormItem>
                     <FormLabel className="text-muted-foreground">Password</FormLabel>
                     <FormControl>
-                    <Input
+                      <PasswordInput
                         {...field}
-                      type="password"
                         autoComplete="current-password"
                         value={field.value ?? ''}
                       />
@@ -139,6 +143,7 @@ export const DisableAuthenticatorAppDialog = ({
                   </FormItem>
                 )}
               />
+            </fieldset>
 
             <div className="flex w-full items-center justify-between">
               <Button type="button" variant="ghost" onClick={() => onOpenChange(false)}>

apps/web/src/components/forms/2fa/enable-authenticator-app-dialog.tsx

@@ -27,6 +27,7 @@ import {
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
+import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { RecoveryCodeList } from './recovery-code-list';
@@ -178,9 +179,8 @@ export const EnableAuthenticatorAppDialog = ({
                       <FormItem>
                         <FormLabel className="text-muted-foreground">Password</FormLabel>
                         <FormControl>
-                          <Input
+                          <PasswordInput
                             {...field}
-                            type="password"
                             autoComplete="current-password"
                             value={field.value ?? ''}
                           />

apps/web/src/components/forms/2fa/view-recovery-codes-dialog.tsx

@@ -22,7 +22,7 @@ import {
   FormLabel,
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
+import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { RecoveryCodeList } from './recovery-code-list';
@@ -108,9 +108,8 @@ export const ViewRecoveryCodesDialog = ({ open, onOpenChange }: ViewRecoveryCode
                       <FormItem>
                         <FormLabel className="text-muted-foreground">Password</FormLabel>
                         <FormControl>
-                          <Input
+                          <PasswordInput
                             {...field}
-                            type="password"
                             autoComplete="current-password"
                             value={field.value ?? ''}
                           />

apps/web/src/components/forms/forgot-password.tsx

@@ -9,9 +9,15 @@ import { z } from 'zod';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
-import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
-import { Label } from '@documenso/ui/primitives/label';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export const ZForgotPasswordFormSchema = z.object({
@@ -28,18 +34,15 @@ export const ForgotPasswordForm = ({ className }: ForgotPasswordFormProps) => {
   const router = useRouter();
   const { toast } = useToast();
 
-  const {
+  const form = useForm<TForgotPasswordFormSchema>({
-    register,
-    handleSubmit,
-    reset,
-    formState: { errors, isSubmitting },
-  } = useForm<TForgotPasswordFormSchema>({
     values: {
       email: '',
     },
     resolver: zodResolver(ZForgotPasswordFormSchema),
   });
 
+  const isSubmitting = form.formState.isSubmitting;
+
   const { mutateAsync: forgotPassword } = trpc.profile.forgotPassword.useMutation();
 
   const onFormSubmit = async ({ email }: TForgotPasswordFormSchema) => {
@@ -52,29 +55,37 @@ export const ForgotPasswordForm = ({ className }: ForgotPasswordFormProps) => {
       duration: 5000,
     });
 
-    reset();
+    form.reset();
 
     router.push('/check-email');
   };
 
   return (
+    <Form {...form}>
       <form
         className={cn('flex w-full flex-col gap-y-4', className)}
-      onSubmit={handleSubmit(onFormSubmit)}
+        onSubmit={form.handleSubmit(onFormSubmit)}
       >
-      <div>
+        <fieldset className="flex w-full flex-col gap-y-4" disabled={isSubmitting}>
-        <Label htmlFor="email" className="text-muted-foreground">
+          <FormField
-          Email
+            control={form.control}
-        </Label>
+            name="email"
-
+            render={({ field }) => (
-        <Input id="email" type="email" className="bg-background mt-2" {...register('email')} />
+              <FormItem>
-
+                <FormLabel>Email</FormLabel>
-        <FormErrorMessage className="mt-1.5" error={errors.email} />
+                <FormControl>
-      </div>
+                  <Input type="email" {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+        </fieldset>
 
         <Button size="lg" loading={isSubmitting}>
           {isSubmitting ? 'Sending Reset Email...' : 'Reset Password'}
         </Button>
       </form>
+    </Form>
   );
 };

apps/web/src/components/forms/password.tsx

@@ -1,23 +1,25 @@
 'use client';
 
-import { useState } from 'react';
-
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Eye, EyeOff, Loader } from 'lucide-react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
-import { User } from '@documenso/prisma/client';
+import type { User } from '@documenso/prisma/client';
 import { TRPCClientError } from '@documenso/trpc/client';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
-import { Input } from '@documenso/ui/primitives/input';
+import {
-import { Label } from '@documenso/ui/primitives/label';
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-import { FormErrorMessage } from '../form/form-error-message';
-
 export const ZPasswordFormSchema = z
   .object({
     currentPassword: z
@@ -48,16 +50,7 @@ export type PasswordFormProps = {
 export const PasswordForm = ({ className }: PasswordFormProps) => {
   const { toast } = useToast();
 
-  const [showPassword, setShowPassword] = useState(false);
+  const form = useForm<TPasswordFormSchema>({
-  const [showConfirmPassword, setShowConfirmPassword] = useState(false);
-  const [showCurrentPassword, setShowCurrentPassword] = useState(false);
-
-  const {
-    register,
-    handleSubmit,
-    reset,
-    formState: { errors, isSubmitting },
-  } = useForm<TPasswordFormSchema>({
     values: {
       currentPassword: '',
       password: '',
@@ -66,6 +59,8 @@ export const PasswordForm = ({ className }: PasswordFormProps) => {
     resolver: zodResolver(ZPasswordFormSchema),
   });
 
+  const isSubmitting = form.formState.isSubmitting;
+
   const { mutateAsync: updatePassword } = trpc.profile.updatePassword.useMutation();
 
   const onFormSubmit = async ({ currentPassword, password }: TPasswordFormSchema) => {
@@ -75,7 +70,7 @@ export const PasswordForm = ({ className }: PasswordFormProps) => {
         password,
       });
 
-      reset();
+      form.reset();
 
       toast({
         title: 'Password updated',
@@ -101,117 +96,61 @@ export const PasswordForm = ({ className }: PasswordFormProps) => {
   };
 
   return (
+    <Form {...form}>
       <form
         className={cn('flex w-full flex-col gap-y-4', className)}
-      onSubmit={handleSubmit(onFormSubmit)}
+        onSubmit={form.handleSubmit(onFormSubmit)}
       >
-      <div>
+        <fieldset className="flex w-full flex-col gap-y-4" disabled={isSubmitting}>
-        <Label htmlFor="current-password" className="text-muted-foreground">
+          <FormField
-          Current Password
+            control={form.control}
-        </Label>
+            name="currentPassword"
-
+            render={({ field }) => (
-        <div className="relative">
+              <FormItem>
-          <Input
+                <FormLabel>Current Password</FormLabel>
-            id="current-password"
+                <FormControl>
-            type={showCurrentPassword ? 'text' : 'password'}
+                  <PasswordInput autoComplete="current-password" {...field} />
-            minLength={6}
+                </FormControl>
-            maxLength={72}
+                <FormMessage />
-            autoComplete="current-password"
+              </FormItem>
-            className="bg-background mt-2 pr-10"
+            )}
-            {...register('currentPassword')}
           />
 
-          <Button
+          <FormField
-            variant="link"
+            control={form.control}
-            type="button"
+            name="password"
-            className="absolute right-0 top-0 flex h-full items-center justify-center pr-3"
+            render={({ field }) => (
-            aria-label={showCurrentPassword ? 'Mask password' : 'Reveal password'}
+              <FormItem>
-            onClick={() => setShowCurrentPassword((show) => !show)}
+                <FormLabel>Password</FormLabel>
-          >
+                <FormControl>
-            {showCurrentPassword ? (
+                  <PasswordInput autoComplete="new-password" {...field} />
-              <EyeOff className="text-muted-foreground h-5 w-5" />
+                </FormControl>
-            ) : (
+                <FormMessage />
-              <Eye className="text-muted-foreground h-5 w-5" />
+              </FormItem>
             )}
-          </Button>
-        </div>
-
-        <FormErrorMessage className="mt-1.5" error={errors.currentPassword} />
-      </div>
-      <div>
-        <Label htmlFor="password" className="text-muted-foreground">
-          Password
-        </Label>
-
-        <div className="relative">
-          <Input
-            id="password"
-            type={showPassword ? 'text' : 'password'}
-            minLength={6}
-            maxLength={72}
-            autoComplete="new-password"
-            className="bg-background mt-2 pr-10"
-            {...register('password')}
           />
 
-          <Button
+          <FormField
-            variant="link"
+            control={form.control}
-            type="button"
+            name="repeatedPassword"
-            className="absolute right-0 top-0 flex h-full items-center justify-center pr-3"
+            render={({ field }) => (
-            aria-label={showPassword ? 'Mask password' : 'Reveal password'}
+              <FormItem>
-            onClick={() => setShowPassword((show) => !show)}
+                <FormLabel>Repeat Password</FormLabel>
-          >
+                <FormControl>
-            {showPassword ? (
+                  <PasswordInput autoComplete="new-password" {...field} />
-              <EyeOff className="text-muted-foreground h-5 w-5" />
+                </FormControl>
-            ) : (
+                <FormMessage />
-              <Eye className="text-muted-foreground h-5 w-5" />
+              </FormItem>
             )}
-          </Button>
-        </div>
-
-        <FormErrorMessage className="mt-1.5" error={errors.password} />
-      </div>
-
-      <div>
-        <Label htmlFor="repeated-password" className="text-muted-foreground">
-          Repeat Password
-        </Label>
-
-        <div className="relative">
-          <Input
-            id="repeated-password"
-            type={showConfirmPassword ? 'text' : 'password'}
-            minLength={6}
-            maxLength={72}
-            autoComplete="new-password"
-            className="bg-background mt-2 pr-10"
-            {...register('repeatedPassword')}
           />
-
+        </fieldset>
-          <Button
-            variant="link"
-            type="button"
-            className="absolute right-0 top-0 flex h-full items-center justify-center pr-3"
-            aria-label={showConfirmPassword ? 'Mask password' : 'Reveal password'}
-            onClick={() => setShowConfirmPassword((show) => !show)}
-          >
-            {showConfirmPassword ? (
-              <EyeOff className="text-muted-foreground h-5 w-5" />
-            ) : (
-              <Eye className="text-muted-foreground h-5 w-5" />
-            )}
-          </Button>
-        </div>
-
-        <FormErrorMessage className="mt-1.5" error={errors.repeatedPassword} />
-      </div>
 
         <div className="mt-4">
-        <Button type="submit" disabled={isSubmitting}>
+          <Button type="submit" loading={isSubmitting}>
-          {isSubmitting && <Loader className="mr-2 h-5 w-5 animate-spin" />}
+            {isSubmitting ? 'Updating password...' : 'Update password'}
-          Update password
           </Button>
         </div>
       </form>
+    </Form>
   );
 };

apps/web/src/components/forms/profile.tsx

@@ -3,8 +3,7 @@
 import { useRouter } from 'next/navigation';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Loader } from 'lucide-react';
+import { useForm } from 'react-hook-form';
-import { Controller, useForm } from 'react-hook-form';
 import { z } from 'zod';
 
 import type { User } from '@documenso/prisma/client';
@@ -12,13 +11,19 @@ import { TRPCClientError } from '@documenso/trpc/client';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
 import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-import { FormErrorMessage } from '../form/form-error-message';
-
 export const ZProfileFormSchema = z.object({
   name: z.string().trim().min(1, { message: 'Please enter a valid name.' }),
   signature: z.string().min(1, 'Signature Pad cannot be empty'),
@@ -36,12 +41,7 @@ export const ProfileForm = ({ className, user }: ProfileFormProps) => {
 
   const { toast } = useToast();
 
-  const {
+  const form = useForm<TProfileFormSchema>({
-    register,
-    control,
-    handleSubmit,
-    formState: { errors, isSubmitting },
-  } = useForm<TProfileFormSchema>({
     values: {
       name: user.name ?? '',
       signature: user.signature || '',
@@ -49,6 +49,8 @@ export const ProfileForm = ({ className, user }: ProfileFormProps) => {
     resolver: zodResolver(ZProfileFormSchema),
   });
 
+  const isSubmitting = form.formState.isSubmitting;
+
   const { mutateAsync: updateProfile } = trpc.profile.updateProfile.useMutation();
 
   const onFormSubmit = async ({ name, signature }: TProfileFormSchema) => {
@@ -84,56 +86,57 @@ export const ProfileForm = ({ className, user }: ProfileFormProps) => {
   };
 
   return (
+    <Form {...form}>
       <form
         className={cn('flex w-full flex-col gap-y-4', className)}
-      onSubmit={handleSubmit(onFormSubmit)}
+        onSubmit={form.handleSubmit(onFormSubmit)}
       >
-      <div>
+        <fieldset className="flex w-full flex-col gap-y-4" disabled={isSubmitting}>
-        <Label htmlFor="full-name" className="text-muted-foreground">
+          <FormField
-          Full Name
+            control={form.control}
-        </Label>
+            name="name"
-
+            render={({ field }) => (
-        <Input id="full-name" type="text" className="bg-background mt-2" {...register('name')} />
+              <FormItem>
-
+                <FormLabel>Full Name</FormLabel>
-        <FormErrorMessage className="mt-1.5" error={errors.name} />
+                <FormControl>
-      </div>
+                  <Input type="text" {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
 
           <div>
             <Label htmlFor="email" className="text-muted-foreground">
               Email
             </Label>
-
             <Input id="email" type="email" className="bg-muted mt-2" value={user.email} disabled />
           </div>
 
-      <div>
+          <FormField
-        <Label htmlFor="signature" className="text-muted-foreground">
+            control={form.control}
-          Signature
-        </Label>
-
-        <div className="mt-2">
-          <Controller
-            control={control}
             name="signature"
             render={({ field: { onChange } }) => (
+              <FormItem>
+                <FormLabel>Signature</FormLabel>
+                <FormControl>
                   <SignaturePad
                     className="h-44 w-full"
                     containerClassName="rounded-lg border bg-background"
                     defaultValue={user.signature ?? undefined}
                     onChange={(v) => onChange(v ?? '')}
                   />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
             )}
           />
-          <FormErrorMessage className="mt-1.5" error={errors.signature} />
+        </fieldset>
-        </div>
-      </div>
 
-      <div className="mt-4">
+        <Button type="submit" loading={isSubmitting}>
-        <Button type="submit" disabled={isSubmitting}>
+          {isSubmitting ? 'Updating profile...' : 'Update profile'}
-          {isSubmitting && <Loader className="mr-2 h-5 w-5 animate-spin" />}
-          Update profile
         </Button>
-      </div>
       </form>
+    </Form>
   );
 };

apps/web/src/components/forms/reset-password.tsx

@@ -1,11 +1,8 @@
 'use client';
 
-import { useState } from 'react';
-
 import { useRouter } from 'next/navigation';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Eye, EyeOff } from 'lucide-react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
@@ -13,9 +10,15 @@ import { TRPCClientError } from '@documenso/trpc/client';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
-import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
+import {
-import { Input } from '@documenso/ui/primitives/input';
+  Form,
-import { Label } from '@documenso/ui/primitives/label';
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export const ZResetPasswordFormSchema = z
@@ -40,15 +43,7 @@ export const ResetPasswordForm = ({ className, token }: ResetPasswordFormProps)
 
   const { toast } = useToast();
 
-  const [showPassword, setShowPassword] = useState(false);
+  const form = useForm<TResetPasswordFormSchema>({
-  const [showConfirmPassword, setShowConfirmPassword] = useState(false);
-
-  const {
-    register,
-    reset,
-    handleSubmit,
-    formState: { errors, isSubmitting },
-  } = useForm<TResetPasswordFormSchema>({
     values: {
       password: '',
       repeatedPassword: '',
@@ -56,6 +51,8 @@ export const ResetPasswordForm = ({ className, token }: ResetPasswordFormProps)
     resolver: zodResolver(ZResetPasswordFormSchema),
   });
 
+  const isSubmitting = form.formState.isSubmitting;
+
   const { mutateAsync: resetPassword } = trpc.profile.resetPassword.useMutation();
 
   const onFormSubmit = async ({ password }: Omit<TResetPasswordFormSchema, 'repeatedPassword'>) => {
@@ -65,7 +62,7 @@ export const ResetPasswordForm = ({ className, token }: ResetPasswordFormProps)
         token,
       });
 
-      reset();
+      form.reset();
 
       toast({
         title: 'Password updated',
@@ -93,81 +90,45 @@ export const ResetPasswordForm = ({ className, token }: ResetPasswordFormProps)
   };
 
   return (
+    <Form {...form}>
       <form
         className={cn('flex w-full flex-col gap-y-4', className)}
-      onSubmit={handleSubmit(onFormSubmit)}
+        onSubmit={form.handleSubmit(onFormSubmit)}
       >
-      <div>
+        <fieldset className="flex w-full flex-col gap-y-4" disabled={isSubmitting}>
-        <Label htmlFor="password" className="text-muted-foreground">
+          <FormField
-          <span>Password</span>
+            control={form.control}
-        </Label>
+            name="password"
-
+            render={({ field }) => (
-        <div className="relative">
+              <FormItem>
-          <Input
+                <FormLabel>Password</FormLabel>
-            id="password"
+                <FormControl>
-            type={showPassword ? 'text' : 'password'}
+                  <PasswordInput {...field} />
-            minLength={6}
+                </FormControl>
-            maxLength={72}
+                <FormMessage />
-            autoComplete="new-password"
+              </FormItem>
-            className="bg-background mt-2 pr-10"
+            )}
-            {...register('password')}
           />
 
-          <Button
+          <FormField
-            variant="link"
+            control={form.control}
-            type="button"
+            name="repeatedPassword"
-            className="absolute right-0 top-0 flex h-full items-center justify-center pr-3"
+            render={({ field }) => (
-            aria-label={showPassword ? 'Mask password' : 'Reveal password'}
+              <FormItem>
-            onClick={() => setShowPassword((show) => !show)}
+                <FormLabel>Repeat Password</FormLabel>
-          >
+                <FormControl>
-            {showPassword ? (
+                  <PasswordInput {...field} />
-              <EyeOff className="text-muted-foreground h-5 w-5" />
+                </FormControl>
-            ) : (
+                <FormMessage />
-              <Eye className="text-muted-foreground h-5 w-5" />
+              </FormItem>
             )}
-          </Button>
-        </div>
-
-        <FormErrorMessage className="mt-1.5" error={errors.password} />
-      </div>
-
-      <div>
-        <Label htmlFor="repeatedPassword" className="text-muted-foreground">
-          <span>Repeat Password</span>
-        </Label>
-
-        <div className="relative">
-          <Input
-            id="repeated-password"
-            type={showConfirmPassword ? 'text' : 'password'}
-            minLength={6}
-            maxLength={72}
-            autoComplete="new-password"
-            className="bg-background mt-2 pr-10"
-            {...register('repeatedPassword')}
           />
+        </fieldset>
 
-          <Button
+        <Button type="submit" size="lg" loading={isSubmitting}>
-            variant="link"
-            type="button"
-            className="absolute right-0 top-0 flex h-full items-center justify-center pr-3"
-            aria-label={showConfirmPassword ? 'Mask password' : 'Reveal password'}
-            onClick={() => setShowConfirmPassword((show) => !show)}
-          >
-            {showConfirmPassword ? (
-              <EyeOff className="text-muted-foreground h-5 w-5" />
-            ) : (
-              <Eye className="text-muted-foreground h-5 w-5" />
-            )}
-          </Button>
-        </div>
-
-        <FormErrorMessage className="mt-1.5" error={errors.repeatedPassword} />
-      </div>
-
-      <Button size="lg" loading={isSubmitting}>
           {isSubmitting ? 'Resetting Password...' : 'Reset Password'}
         </Button>
       </form>
+    </Form>
   );
 };

apps/web/src/components/forms/signin.tsx

@@ -12,9 +12,16 @@ import { ErrorCode, isErrorCode } from '@documenso/lib/next-auth/error-codes';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { Dialog, DialogContent, DialogHeader, DialogTitle } from '@documenso/ui/primitives/dialog';
-import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
+import {
-import { Input, PasswordInput } from '@documenso/ui/primitives/input';
+  Form,
-import { Label } from '@documenso/ui/primitives/label';
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 const ERROR_MESSAGES: Partial<Record<keyof typeof ErrorCode, string>> = {
@@ -52,12 +59,7 @@ export const SignInForm = ({ className }: SignInFormProps) => {
     'totp' | 'backup'
   >('totp');
 
-  const {
+  const form = useForm<TSignInFormSchema>({
-    register,
-    handleSubmit,
-    setValue,
-    formState: { errors, isSubmitting },
-  } = useForm<TSignInFormSchema>({
     values: {
       email: '',
       password: '',
@@ -67,9 +69,11 @@ export const SignInForm = ({ className }: SignInFormProps) => {
     resolver: zodResolver(ZSignInFormSchema),
   });
 
+  const isSubmitting = form.formState.isSubmitting;
+
   const onCloseTwoFactorAuthenticationDialog = () => {
-    setValue('totpCode', '');
+    form.setValue('totpCode', '');
-    setValue('backupCode', '');
+    form.setValue('backupCode', '');
 
     setIsTwoFactorAuthenticationDialogOpen(false);
   };
@@ -78,11 +82,11 @@ export const SignInForm = ({ className }: SignInFormProps) => {
     const method = twoFactorAuthenticationMethod === 'totp' ? 'backup' : 'totp';
 
     if (method === 'totp') {
-      setValue('backupCode', '');
+      form.setValue('backupCode', '');
     }
 
     if (method === 'backup') {
-      setValue('totpCode', '');
+      form.setValue('totpCode', '');
     }
 
     setTwoFactorAuthenticationMethod(method);
@@ -113,7 +117,6 @@ export const SignInForm = ({ className }: SignInFormProps) => {
       if (result?.error && isErrorCode(result.error)) {
         if (result.error === TwoFactorEnabledErrorCode) {
           setIsTwoFactorAuthenticationDialogOpen(true);
-
           return;
         }
 
@@ -156,41 +159,45 @@ export const SignInForm = ({ className }: SignInFormProps) => {
   };
 
   return (
+    <Form {...form}>
       <form
         className={cn('flex w-full flex-col gap-y-4', className)}
-      onSubmit={handleSubmit(onFormSubmit)}
+        onSubmit={form.handleSubmit(onFormSubmit)}
       >
-      <div>
+        <fieldset className="flex w-full flex-col gap-y-4" disabled={isSubmitting}>
-        <Label htmlFor="email" className="text-muted-forground">
+          <FormField
-          Email
+            control={form.control}
-        </Label>
+            name="email"
-
+            render={({ field }) => (
-        <Input id="email" type="email" className="bg-background mt-2" {...register('email')} />
+              <FormItem>
-
+                <FormLabel>Email</FormLabel>
-        <FormErrorMessage className="mt-1.5" error={errors.email} />
+                <FormControl>
-      </div>
+                  <Input type="email" {...field} />
-
+                </FormControl>
-      <div>
+                <FormMessage />
-        <Label htmlFor="password" className="text-muted-forground">
+              </FormItem>
-          <span>Password</span>
+            )}
-        </Label>
-
-        <PasswordInput
-          id="password"
-          minLength={6}
-          maxLength={72}
-          className="bg-background mt-2"
-          autoComplete="current-password"
-          {...register('password')}
           />
 
-        <FormErrorMessage className="mt-1.5" error={errors.password} />
+          <FormField
-      </div>
+            control={form.control}
+            name="password"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>Password</FormLabel>
+                <FormControl>
+                  <PasswordInput {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+        </fieldset>
 
         <Button
+          type="submit"
           size="lg"
           loading={isSubmitting}
-        disabled={isSubmitting}
           className="dark:bg-documenso dark:hover:opacity-90"
         >
           {isSubmitting ? 'Signing in...' : 'Sign In'}
@@ -213,7 +220,7 @@ export const SignInForm = ({ className }: SignInFormProps) => {
           <FcGoogle className="mr-2 h-5 w-5" />
           Google
         </Button>
-
+      </form>
       <Dialog
         open={isTwoFactorAuthenticationDialogOpen}
         onOpenChange={onCloseTwoFactorAuthenticationDialog}
@@ -223,40 +230,40 @@ export const SignInForm = ({ className }: SignInFormProps) => {
             <DialogTitle>Two-Factor Authentication</DialogTitle>
           </DialogHeader>
 
-          <form onSubmit={handleSubmit(onFormSubmit)}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)}>
+            <fieldset disabled={isSubmitting}>
               {twoFactorAuthenticationMethod === 'totp' && (
-              <div>
+                <FormField
-                <Label htmlFor="totpCode" className="text-muted-forground">
+                  control={form.control}
-                  Authentication Token
+                  name="totpCode"
-                </Label>
+                  render={({ field }) => (
-
+                    <FormItem>
-                <Input
+                      <FormLabel>Authentication Token</FormLabel>
-                  id="totpCode"
+                      <FormControl>
-                  type="text"
+                        <Input type="text" {...field} />
-                  className="bg-background mt-2"
+                      </FormControl>
-                  {...register('totpCode')}
+                      <FormMessage />
+                    </FormItem>
+                  )}
                 />
-
-                <FormErrorMessage className="mt-1.5" error={errors.totpCode} />
-              </div>
               )}
 
               {twoFactorAuthenticationMethod === 'backup' && (
-              <div>
+                <FormField
-                <Label htmlFor="backupCode" className="text-muted-forground">
+                  control={form.control}
-                  Backup Code
+                  name="backupCode"
-                </Label>
+                  render={({ field }) => (
-
+                    <FormItem>
-                <Input
+                      <FormLabel> Backup Code</FormLabel>
-                  id="backupCode"
+                      <FormControl>
-                  type="text"
+                        <Input type="text" {...field} />
-                  className="bg-background mt-2"
+                      </FormControl>
-                  {...register('backupCode')}
+                      <FormMessage />
-                />
+                    </FormItem>
-
-                <FormErrorMessage className="mt-1.5" error={errors.backupCode} />
-              </div>
                   )}
+                />
+              )}
+            </fieldset>
 
             <div className="mt-4 flex items-center justify-between">
               <Button
@@ -268,12 +275,12 @@ export const SignInForm = ({ className }: SignInFormProps) => {
               </Button>
 
               <Button type="submit" loading={isSubmitting}>
-                Sign In
+                {isSubmitting ? 'Signing in...' : 'Sign In'}
               </Button>
             </div>
           </form>
         </DialogContent>
       </Dialog>
-    </form>
+    </Form>
   );
 };

apps/web/src/components/forms/signup.tsx

@@ -1,11 +1,8 @@
 'use client';
 
-import { useState } from 'react';
-
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Eye, EyeOff } from 'lucide-react';
 import { signIn } from 'next-auth/react';
-import { Controller, useForm } from 'react-hook-form';
+import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
@@ -13,9 +10,16 @@ import { TRPCClientError } from '@documenso/trpc/client';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
-import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
-import { Label } from '@documenso/ui/primitives/label';
+import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -38,14 +42,8 @@ export type SignUpFormProps = {
 export const SignUpForm = ({ className }: SignUpFormProps) => {
   const { toast } = useToast();
   const analytics = useAnalytics();
-  const [showPassword, setShowPassword] = useState(false);
 
-  const {
+  const form = useForm<TSignUpFormSchema>({
-    control,
-    register,
-    handleSubmit,
-    formState: { errors, isSubmitting },
-  } = useForm<TSignUpFormSchema>({
     values: {
       name: '',
       email: '',
@@ -55,6 +53,8 @@ export const SignUpForm = ({ className }: SignUpFormProps) => {
     resolver: zodResolver(ZSignUpFormSchema),
   });
 
+  const isSubmitting = form.formState.isSubmitting;
+
   const { mutateAsync: signup } = trpc.auth.signup.useMutation();
 
   const onFormSubmit = async ({ name, email, password, signature }: TSignUpFormSchema) => {
@@ -90,93 +90,83 @@ export const SignUpForm = ({ className }: SignUpFormProps) => {
   };
 
   return (
+    <Form {...form}>
       <form
         className={cn('flex w-full flex-col gap-y-4', className)}
-      onSubmit={handleSubmit(onFormSubmit)}
+        onSubmit={form.handleSubmit(onFormSubmit)}
       >
-      <div>
+        <fieldset className="flex w-full flex-col gap-y-4" disabled={isSubmitting}>
-        <Label htmlFor="name" className="text-muted-foreground">
+          <FormField
-          Name
+            control={form.control}
-        </Label>
+            name="name"
-
+            render={({ field }) => (
-        <Input id="name" type="text" className="bg-background mt-2" {...register('name')} />
+              <FormItem>
-
+                <FormLabel>Name</FormLabel>
-        {errors.name && <span className="mt-1 text-xs text-red-500">{errors.name.message}</span>}
+                <FormControl>
-      </div>
+                  <Input type="text" {...field} />
-
+                </FormControl>
-      <div>
+                <FormMessage />
-        <Label htmlFor="email" className="text-muted-foreground">
+              </FormItem>
-          Email
+            )}
-        </Label>
-
-        <Input id="email" type="email" className="bg-background mt-2" {...register('email')} />
-
-        {errors.email && <span className="mt-1 text-xs text-red-500">{errors.email.message}</span>}
-      </div>
-
-      <div>
-        <Label htmlFor="password" className="text-muted-foreground">
-          Password
-        </Label>
-
-        <div className="relative">
-          <Input
-            id="password"
-            type={showPassword ? 'text' : 'password'}
-            minLength={6}
-            maxLength={72}
-            autoComplete="new-password"
-            className="bg-background mt-2 pr-10"
-            {...register('password')}
           />
 
-          <Button
+          <FormField
-            variant="link"
+            control={form.control}
-            type="button"
+            name="email"
-            className="absolute right-0 top-0 flex h-full items-center justify-center pr-3"
+            render={({ field }) => (
-            aria-label={showPassword ? 'Mask password' : 'Reveal password'}
+              <FormItem>
-            onClick={() => setShowPassword((show) => !show)}
+                <FormLabel>Email</FormLabel>
-          >
+                <FormControl>
-            {showPassword ? (
+                  <Input type="email" {...field} />
-              <EyeOff className="text-muted-foreground h-5 w-5" />
+                </FormControl>
-            ) : (
+                <FormMessage />
-              <Eye className="text-muted-foreground h-5 w-5" />
+              </FormItem>
             )}
-          </Button>
+          />
-        </div>
-        <FormErrorMessage className="mt-1.5" error={errors.password} />
-      </div>
 
-      <div>
+          <FormField
-        <Label htmlFor="password" className="text-muted-foreground">
+            control={form.control}
-          Sign Here
+            name="password"
-        </Label>
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>Password</FormLabel>
+                <FormControl>
+                  <PasswordInput {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
 
-        <div>
+          <FormField
-          <Controller
+            control={form.control}
-            control={control}
             name="signature"
             render={({ field: { onChange } }) => (
+              <FormItem>
+                <FormLabel>Sign Here</FormLabel>
+                <FormControl>
                   <SignaturePad
                     className="h-36 w-full"
                     containerClassName="mt-2 rounded-lg border bg-background"
                     onChange={(v) => onChange(v ?? '')}
                   />
+                </FormControl>
+
+                <FormMessage />
+              </FormItem>
             )}
           />
-        </div>
+        </fieldset>
-
-        <FormErrorMessage className="mt-1.5" error={errors.signature} />
-      </div>
 
         <Button
+          type="submit"
           size="lg"
           loading={isSubmitting}
-        disabled={isSubmitting}
           className="dark:bg-documenso dark:hover:opacity-90"
         >
           {isSubmitting ? 'Signing up...' : 'Sign Up'}
         </Button>
       </form>
+    </Form>
   );
 };

apps/web/src/helpers/truncate-title.ts

@@ -0,0 +1,10 @@
+export const truncateTitle = (title: string, maxLength: number = 16) => {
+  if (title.length <= maxLength) {
+    return title;
+  }
+
+  const start = title.slice(0, maxLength / 2);
+  const end = title.slice(-maxLength / 2);
+
+  return `${start}.....${end}`;
+};

apps/web/src/providers/next-auth.tsx

@@ -2,7 +2,7 @@
 
 import React from 'react';
 
-import { Session } from 'next-auth';
+import type { Session } from 'next-auth';
 import { SessionProvider } from 'next-auth/react';
 
 export type NextAuthProviderProps = {

docker/compose.yml

@@ -33,7 +33,6 @@ services:
       - SMTP_MAIL_USER=username
       - SMTP_MAIL_PASSWORD=password
       - MAIL_FROM=admin@example.com
-      - NEXT_PUBLIC_ALLOW_SIGNUP=true
     ports:
       - 3000:3000
     volumes:

lint-staged.config.cjs

@@ -1,6 +1,7 @@
+/** @type {import('lint-staged').Config} */
 module.exports = {
-  '**/*.{ts,tsx,cts,mts}': ['eslint --fix'],
+  '**/*.{ts,tsx,cts,mts}': (files) => `eslint --fix ${files.join(' ')}`,
-  '**/*.{js,jsx,cjs,mjs}': ['prettier --write'],
+  '**/*.{js,jsx,cjs,mjs}': (files) => `prettier --write ${files.join(' ')}`,
-  '**/*.{yml,mdx}': ['prettier --write'],
+  '**/*.{yml,mdx}': (files) => `prettier --write ${files.join(' ')}`,
-  '**/*/package.json': ['npm run precommit'],
+  '**/*/package.json': 'npm run precommit',
 };

package.json

@@ -43,7 +43,6 @@
     "turbo": "^1.9.3"
   },
   "name": "@documenso/root",
-  "packageManager": "npm@8.19.2",
   "workspaces": [
     "apps/*",
     "packages/*"

packages/ee/server-only/limits/server.ts

@@ -1,10 +1,10 @@
 import { DateTime } from 'luxon';
 
-import { stripe } from '@documenso/lib/server-only/stripe';
 import { getFlag } from '@documenso/lib/universal/get-feature-flag';
 import { prisma } from '@documenso/prisma';
 import { SubscriptionStatus } from '@documenso/prisma/client';
 
+import { getPricesByType } from '../stripe/get-prices-by-type';
 import { FREE_PLAN_LIMITS, SELFHOSTED_PLAN_LIMITS } from './constants';
 import { ERROR_CODES } from './errors';
 import { ZLimitsSchema } from './schema';
@@ -43,24 +43,30 @@ export const getServerLimits = async ({ email }: GetServerLimitsOptions) => {
   let quota = structuredClone(FREE_PLAN_LIMITS);
   let remaining = structuredClone(FREE_PLAN_LIMITS);
 
-  // Since we store details and allow for past due plans we need to check if the subscription is active.
+  const activeSubscriptions = user.Subscription.filter(
-  if (user.Subscription?.status !== SubscriptionStatus.INACTIVE && user.Subscription?.priceId) {
+    ({ status }) => status === SubscriptionStatus.ACTIVE,
-    const { product } = await stripe.prices
+  );
-      .retrieve(user.Subscription.priceId, {
-        expand: ['product'],
-      })
-      .catch((err) => {
-        console.error(err);
-        throw err;
-      });
 
-    if (typeof product === 'string') {
+  if (activeSubscriptions.length > 0) {
-      throw new Error(ERROR_CODES.SUBSCRIPTION_FETCH_FAILED);
+    const individualPrices = await getPricesByType('individual');
+
+    for (const subscription of activeSubscriptions) {
+      const price = individualPrices.find((price) => price.id === subscription.priceId);
+      if (!price || typeof price.product === 'string' || price.product.deleted) {
+        continue;
       }
 
-    quota = ZLimitsSchema.parse('metadata' in product ? product.metadata : {});
+      const currentQuota = ZLimitsSchema.parse(
+        'metadata' in price.product ? price.product.metadata : {},
+      );
+
+      // Use the subscription with the highest quota.
+      if (currentQuota.documents > quota.documents && currentQuota.recipients > quota.recipients) {
+        quota = currentQuota;
         remaining = structuredClone(quota);
       }
+    }
+  }
 
   const documents = await prisma.document.count({
     where: {

packages/ee/server-only/stripe/create-customer.ts

@@ -1,31 +0,0 @@
-import { stripe } from '@documenso/lib/server-only/stripe';
-import { getSubscriptionByUserId } from '@documenso/lib/server-only/subscription/get-subscription-by-user-id';
-import { prisma } from '@documenso/prisma';
-import { User } from '@documenso/prisma/client';
-
-export type CreateCustomerOptions = {
-  user: User;
-};
-
-export const createCustomer = async ({ user }: CreateCustomerOptions) => {
-  const existingSubscription = await getSubscriptionByUserId({ userId: user.id });
-
-  if (existingSubscription) {
-    throw new Error('User already has a subscription');
-  }
-
-  const customer = await stripe.customers.create({
-    name: user.name ?? undefined,
-    email: user.email,
-    metadata: {
-      userId: user.id,
-    },
-  });
-
-  return await prisma.subscription.create({
-    data: {
-      userId: user.id,
-      customerId: customer.id,
-    },
-  });
-};

packages/ee/server-only/stripe/get-customer.ts

@@ -1,4 +1,8 @@
 import { stripe } from '@documenso/lib/server-only/stripe';
+import { prisma } from '@documenso/prisma';
+import type { User } from '@documenso/prisma/client';
+
+import { onSubscriptionUpdated } from './webhook/on-subscription-updated';
 
 export const getStripeCustomerByEmail = async (email: string) => {
   const foundStripeCustomers = await stripe.customers.list({
@@ -17,3 +21,74 @@ export const getStripeCustomerById = async (stripeCustomerId: string) => {
     return null;
   }
 };
+
+/**
+ * Get a stripe customer by user.
+ *
+ * Will create a Stripe customer and update the relevant user if one does not exist.
+ */
+export const getStripeCustomerByUser = async (user: User) => {
+  if (user.customerId) {
+    const stripeCustomer = await getStripeCustomerById(user.customerId);
+
+    if (!stripeCustomer) {
+      throw new Error('Missing Stripe customer');
+    }
+
+    return {
+      user,
+      stripeCustomer,
+    };
+  }
+
+  let stripeCustomer = await getStripeCustomerByEmail(user.email);
+
+  const isSyncRequired = Boolean(stripeCustomer && !stripeCustomer.deleted);
+
+  if (!stripeCustomer) {
+    stripeCustomer = await stripe.customers.create({
+      name: user.name ?? undefined,
+      email: user.email,
+      metadata: {
+        userId: user.id,
+      },
+    });
+  }
+
+  const updatedUser = await prisma.user.update({
+    where: {
+      id: user.id,
+    },
+    data: {
+      customerId: stripeCustomer.id,
+    },
+  });
+
+  // Sync subscriptions if the customer already exists for back filling the DB
+  // and local development.
+  if (isSyncRequired) {
+    await syncStripeCustomerSubscriptions(user.id, stripeCustomer.id).catch((e) => {
+      console.error(e);
+    });
+  }
+
+  return {
+    user: updatedUser,
+    stripeCustomer,
+  };
+};
+
+const syncStripeCustomerSubscriptions = async (userId: number, stripeCustomerId: string) => {
+  const stripeSubscriptions = await stripe.subscriptions.list({
+    customer: stripeCustomerId,
+  });
+
+  await Promise.all(
+    stripeSubscriptions.data.map(async (subscription) =>
+      onSubscriptionUpdated({
+        userId,
+        subscription,
+      }),
+    ),
+  );
+};

packages/ee/server-only/stripe/get-prices-by-interval.ts

@@ -1,4 +1,4 @@
-import Stripe from 'stripe';
+import type Stripe from 'stripe';
 
 import { stripe } from '@documenso/lib/server-only/stripe';
 
@@ -7,7 +7,14 @@ type PriceWithProduct = Stripe.Price & { product: Stripe.Product };
 
 export type PriceIntervals = Record<Stripe.Price.Recurring.Interval, PriceWithProduct[]>;
 
-export const getPricesByInterval = async () => {
+export type GetPricesByIntervalOptions = {
+  /**
+   * Filter products by their meta 'type' attribute.
+   */
+  type?: 'individual';
+};
+
+export const getPricesByInterval = async ({ type }: GetPricesByIntervalOptions = {}) => {
   let { data: prices } = await stripe.prices.search({
     query: `active:'true' type:'recurring'`,
     expand: ['data.product'],
@@ -19,8 +26,10 @@ export const getPricesByInterval = async () => {
     // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
     const product = price.product as Stripe.Product;
 
+    const filter = !type || product.metadata?.type === type;
+
     // Filter out prices for products that are not active.
-    return product.active;
+    return product.active && filter;
   });
 
   const intervals: PriceIntervals = {

packages/ee/server-only/stripe/get-prices-by-type.ts

@@ -0,0 +1,11 @@
+import { stripe } from '@documenso/lib/server-only/stripe';
+
+export const getPricesByType = async (type: 'individual') => {
+  const { data: prices } = await stripe.prices.search({
+    query: `metadata['type']:'${type}' type:'recurring'`,
+    expand: ['data.product'],
+    limit: 100,
+  });
+
+  return prices;
+};

packages/ee/server-only/stripe/webhook/handler.ts

@@ -75,23 +75,23 @@ export const stripeWebhookHandler = async (
 
         // Finally, attempt to get the user ID from the subscription within the database.
         if (!userId && customerId) {
-          const result = await prisma.subscription.findFirst({
+          const result = await prisma.user.findFirst({
             select: {
-              userId: true,
+              id: true,
             },
             where: {
               customerId,
             },
           });
 
-          if (!result?.userId) {
+          if (!result?.id) {
             return res.status(500).json({
               success: false,
               message: 'User not found',
             });
           }
 
-          userId = result.userId;
+          userId = result.id;
         }
 
         const subscriptionId =
@@ -124,23 +124,23 @@ export const stripeWebhookHandler = async (
             ? subscription.customer
             : subscription.customer.id;
 
-        const result = await prisma.subscription.findFirst({
+        const result = await prisma.user.findFirst({
           select: {
-            userId: true,
+            id: true,
           },
           where: {
             customerId,
           },
         });
 
-        if (!result?.userId) {
+        if (!result?.id) {
           return res.status(500).json({
             success: false,
             message: 'User not found',
           });
         }
 
-        await onSubscriptionUpdated({ userId: result.userId, subscription });
+        await onSubscriptionUpdated({ userId: result.id, subscription });
 
         return res.status(200).json({
           success: true,
@@ -182,23 +182,23 @@ export const stripeWebhookHandler = async (
           });
         }
 
-        const result = await prisma.subscription.findFirst({
+        const result = await prisma.user.findFirst({
           select: {
-            userId: true,
+            id: true,
           },
           where: {
             customerId,
           },
         });
 
-        if (!result?.userId) {
+        if (!result?.id) {
           return res.status(500).json({
             success: false,
             message: 'User not found',
           });
         }
 
-        await onSubscriptionUpdated({ userId: result.userId, subscription });
+        await onSubscriptionUpdated({ userId: result.id, subscription });
 
         return res.status(200).json({
           success: true,
@@ -233,23 +233,23 @@ export const stripeWebhookHandler = async (
           });
         }
 
-        const result = await prisma.subscription.findFirst({
+        const result = await prisma.user.findFirst({
           select: {
-            userId: true,
+            id: true,
           },
           where: {
             customerId,
           },
         });
 
-        if (!result?.userId) {
+        if (!result?.id) {
           return res.status(500).json({
             success: false,
             message: 'User not found',
           });
         }
 
-        await onSubscriptionUpdated({ userId: result.userId, subscription });
+        await onSubscriptionUpdated({ userId: result.id, subscription });
 
         return res.status(200).json({
           success: true,

packages/ee/server-only/stripe/webhook/on-subscription-deleted.ts

@@ -1,4 +1,4 @@
-import { Stripe } from '@documenso/lib/server-only/stripe';
+import type { Stripe } from '@documenso/lib/server-only/stripe';
 import { prisma } from '@documenso/prisma';
 import { SubscriptionStatus } from '@documenso/prisma/client';
 
@@ -7,12 +7,9 @@ export type OnSubscriptionDeletedOptions = {
 };
 
 export const onSubscriptionDeleted = async ({ subscription }: OnSubscriptionDeletedOptions) => {
-  const customerId =
-    typeof subscription.customer === 'string' ? subscription.customer : subscription.customer?.id;
-
   await prisma.subscription.update({
     where: {
-      customerId,
+      planId: subscription.id,
     },
     data: {
       status: SubscriptionStatus.INACTIVE,

packages/ee/server-only/stripe/webhook/on-subscription-updated.ts

@@ -1,6 +1,6 @@
 import { match } from 'ts-pattern';
 
-import { Stripe } from '@documenso/lib/server-only/stripe';
+import type { Stripe } from '@documenso/lib/server-only/stripe';
 import { prisma } from '@documenso/prisma';
 import { SubscriptionStatus } from '@documenso/prisma/client';
 
@@ -13,9 +13,6 @@ export const onSubscriptionUpdated = async ({
   userId,
   subscription,
 }: OnSubscriptionUpdatedOptions) => {
-  const customerId =
-    typeof subscription.customer === 'string' ? subscription.customer : subscription.customer?.id;
-
   const status = match(subscription.status)
     .with('active', () => SubscriptionStatus.ACTIVE)
     .with('past_due', () => SubscriptionStatus.PAST_DUE)
@@ -23,22 +20,22 @@ export const onSubscriptionUpdated = async ({
 
   await prisma.subscription.upsert({
     where: {
-      customerId,
+      planId: subscription.id,
     },
     create: {
-      customerId,
       status: status,
       planId: subscription.id,
       priceId: subscription.items.data[0].price.id,
       periodEnd: new Date(subscription.current_period_end * 1000),
       userId,
+      cancelAtPeriodEnd: subscription.cancel_at_period_end,
     },
     update: {
-      customerId,
       status: status,
       planId: subscription.id,
       priceId: subscription.items.data[0].price.id,
       periodEnd: new Date(subscription.current_period_end * 1000),
+      cancelAtPeriodEnd: subscription.cancel_at_period_end,
     },
   });
 };

packages/eslint-config/package.json

@@ -13,7 +13,7 @@
     "eslint-config-next": "13.4.19",
     "eslint-config-prettier": "^8.8.0",
     "eslint-config-turbo": "^1.9.3",
-    "eslint-plugin-package-json": "^0.1.4",
+    "eslint-plugin-package-json": "^0.2.0",
     "eslint-plugin-prettier": "^4.2.1",
     "eslint-plugin-react": "^7.32.2",
     "eslint-plugin-unused-imports": "^3.0.0",

packages/lib/client-only/recipient-type.ts

@@ -1,4 +1,5 @@
-import { ReadStatus, Recipient, SendStatus, SigningStatus } from '@documenso/prisma/client';
+import type { Recipient } from '@documenso/prisma/client';
+import { ReadStatus, SendStatus, SigningStatus } from '@documenso/prisma/client';
 
 export const getRecipientType = (recipient: Recipient) => {
   if (

packages/lib/constants/date-formats.ts

@@ -0,0 +1,79 @@
+import { DateTime } from 'luxon';
+
+import { DEFAULT_DOCUMENT_TIME_ZONE } from './time-zones';
+
+export const DEFAULT_DOCUMENT_DATE_FORMAT = 'yyyy-MM-dd hh:mm a';
+
+export const DATE_FORMATS = [
+  {
+    key: 'yyyy-MM-dd_hh:mm_a',
+    label: 'YYYY-MM-DD HH:mm a',
+    value: DEFAULT_DOCUMENT_DATE_FORMAT,
+  },
+  {
+    key: 'YYYYMMDD',
+    label: 'YYYY-MM-DD',
+    value: 'YYYY-MM-DD',
+  },
+  {
+    key: 'DDMMYYYY',
+    label: 'DD/MM/YYYY',
+    value: 'dd/MM/yyyy hh:mm a',
+  },
+  {
+    key: 'MMDDYYYY',
+    label: 'MM/DD/YYYY',
+    value: 'MM/dd/yyyy hh:mm a',
+  },
+  {
+    key: 'YYYYMMDDHHmm',
+    label: 'YYYY-MM-DD HH:mm',
+    value: 'yyyy-MM-dd HH:mm',
+  },
+  {
+    key: 'YYMMDD',
+    label: 'YY-MM-DD',
+    value: 'yy-MM-dd hh:mm a',
+  },
+  {
+    key: 'YYYYMMDDhhmmss',
+    label: 'YYYY-MM-DD HH:mm:ss',
+    value: 'yyyy-MM-dd HH:mm:ss',
+  },
+  {
+    key: 'MonthDateYear',
+    label: 'Month Date, Year',
+    value: 'MMMM dd, yyyy hh:mm a',
+  },
+  {
+    key: 'DayMonthYear',
+    label: 'Day, Month Year',
+    value: 'EEEE, MMMM dd, yyyy hh:mm a',
+  },
+  {
+    key: 'ISO8601',
+    label: 'ISO 8601',
+    value: "yyyy-MM-dd'T'HH:mm:ss.SSSXXX",
+  },
+];
+
+export const convertToLocalSystemFormat = (
+  customText: string,
+  dateFormat: string | null = DEFAULT_DOCUMENT_DATE_FORMAT,
+  timeZone: string | null = DEFAULT_DOCUMENT_TIME_ZONE,
+): string => {
+  const coalescedDateFormat = dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT;
+  const coalescedTimeZone = timeZone ?? DEFAULT_DOCUMENT_TIME_ZONE;
+
+  const parsedDate = DateTime.fromFormat(customText, coalescedDateFormat, {
+    zone: coalescedTimeZone,
+  });
+
+  if (!parsedDate.isValid) {
+    return 'Invalid date';
+  }
+
+  const formattedDate = parsedDate.toLocal().toFormat(coalescedDateFormat);
+
+  return formattedDate;
+};

packages/lib/constants/keyboard-shortcuts.ts

@@ -1,2 +1,3 @@
 export const SETTINGS_PAGE_SHORTCUT = 'N+S';
 export const DOCUMENTS_PAGE_SHORTCUT = 'N+D';
+export const TEMPLATES_PAGE_SHORTCUT = 'N+T';

packages/lib/constants/time-zones.ts

@@ -0,0 +1,44 @@
+import { rawTimeZones, timeZonesNames } from '@vvo/tzdb';
+
+export const TIME_ZONE_DATA = rawTimeZones;
+
+export const DEFAULT_DOCUMENT_TIME_ZONE = 'Etc/UTC';
+
+export type TimeZone = {
+  name: string;
+  rawOffsetInMinutes: number;
+};
+
+export const minutesToHours = (minutes: number): string => {
+  const hours = Math.abs(Math.floor(minutes / 60));
+  const min = Math.abs(minutes % 60);
+  const sign = minutes >= 0 ? '+' : '-';
+
+  return `${sign}${String(hours).padStart(2, '0')}:${String(min).padStart(2, '0')}`;
+};
+
+const getGMTOffsets = (timezones: TimeZone[]): string[] => {
+  const gmtOffsets: string[] = [];
+
+  for (const timezone of timezones) {
+    const offsetValue = minutesToHours(timezone.rawOffsetInMinutes);
+    const gmtText = `(${offsetValue})`;
+
+    gmtOffsets.push(`${timezone.name} ${gmtText}`);
+  }
+
+  return gmtOffsets;
+};
+
+export const splitTimeZone = (input: string | null): string => {
+  if (input === null) {
+    return '';
+  }
+  const [timeZone] = input.split('(');
+
+  return timeZone.trim();
+};
+
+export const TIME_ZONES_FULL = getGMTOffsets(TIME_ZONE_DATA);
+
+export const TIME_ZONES = ['Etc/UTC', ...timeZonesNames];

packages/lib/next-auth/auth-options.ts

@@ -162,5 +162,17 @@ export const NEXT_AUTH_OPTIONS: AuthOptions = {
 
       return session;
     },
+
+    async signIn({ user }) {
+      // We do this to stop OAuth providers from creating an account
+      // when signups are disabled
+      if (process.env.NEXT_PUBLIC_DISABLE_SIGNUP === 'true') {
+        const userData = await getUserByEmail({ email: user.email! });
+
+        return !!userData;
+      }
+
+      return true;
+    },
   },
 };

packages/lib/package.json

@@ -31,6 +31,7 @@
     "@scure/base": "^1.1.3",
     "@sindresorhus/slugify": "^2.2.1",
     "@upstash/redis": "^1.20.6",
+    "@vvo/tzdb": "^6.117.0",
     "bcrypt": "^5.1.0",
     "luxon": "^3.4.0",
     "nanoid": "^4.0.2",

packages/lib/server-only/admin/get-recipients-stats.ts

@@ -19,9 +19,11 @@ export const getRecipientsStats = async () => {
 
   results.forEach((result) => {
     const { readStatus, signingStatus, sendStatus, _count } = result;
+
     stats[readStatus] += _count;
     stats[signingStatus] += _count;
     stats[sendStatus] += _count;
+
     stats.TOTAL_RECIPIENTS += _count;
   });
 

packages/lib/server-only/admin/get-users-stats.ts

@@ -9,8 +9,10 @@ export const getUsersWithSubscriptionsCount = async () => {
   return await prisma.user.count({
     where: {
       Subscription: {
+        some: {
           status: SubscriptionStatus.ACTIVE,
         },
       },
+    },
   });
 };

packages/lib/server-only/document-meta/upsert-document-meta.ts

@@ -6,13 +6,26 @@ export type CreateDocumentMetaOptions = {
   documentId: number;
   subject: string;
   message: string;
+  timezone: string;
+  dateFormat: string;
+  userId: number;
 };
 
 export const upsertDocumentMeta = async ({
   subject,
   message,
+  timezone,
+  dateFormat,
   documentId,
+  userId,
 }: CreateDocumentMetaOptions) => {
+  await prisma.document.findFirstOrThrow({
+    where: {
+      id: documentId,
+      userId,
+    },
+  });
+
   return await prisma.documentMeta.upsert({
     where: {
       documentId,
@@ -20,11 +33,15 @@ export const upsertDocumentMeta = async ({
     create: {
       subject,
       message,
+      dateFormat,
+      timezone,
       documentId,
     },
     update: {
       subject,
       message,
+      dateFormat,
+      timezone,
     },
   });
 };

packages/lib/server-only/document/duplicate-document-by-id.ts

@@ -25,6 +25,8 @@ export const duplicateDocumentById = async ({ id, userId }: DuplicateDocumentByI
         select: {
           message: true,
           subject: true,
+          dateFormat: true,
+          timezone: true,
         },
       },
     },

packages/lib/server-only/document/find-documents.ts

@@ -8,7 +8,7 @@ import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-documen
 
 import type { FindResultSet } from '../../types/find-result-set';
 
-export interface FindDocumentsOptions {
+export type FindDocumentsOptions = {
   userId: number;
   term?: string;
   status?: ExtendedDocumentStatus;
@@ -19,7 +19,7 @@ export interface FindDocumentsOptions {
     direction: 'asc' | 'desc';
   };
   period?: '' | '7d' | '14d' | '30d';
-}
+};
 
 export const findDocuments = async ({
   userId,

packages/lib/server-only/document/get-document-meta-by-document-id.ts

@@ -0,0 +1,13 @@
+import { prisma } from '@documenso/prisma';
+
+export interface GetDocumentMetaByDocumentIdOptions {
+  id: number;
+}
+
+export const getDocumentMetaByDocumentId = async ({ id }: GetDocumentMetaByDocumentIdOptions) => {
+  return await prisma.documentMeta.findFirstOrThrow({
+    where: {
+      documentId: id,
+    },
+  });
+};