Wingform facilitates the automatic drafting of essential legal and transaction documents such as Letters of Intent, Escrow Agreements, Aircraft Sale and Purchase Agreements, Acceptance Letters, Bill of Sale, Delivery Receipts, and closing documents. These are generated based on the information you provide about the aircraft, counterparties, and specific terms and conditions of your deal.
The document and template management system on Wingform allows to:
Keep all your templates in one place.
Use placeholders to automatically populate transaction-specific data in documents.
Edit templates and documents on-site, invite other editors and commentators for
collaboration, redline templates online, and create new templates from existing ones.
Find more details about the built-in editor here.
Automatically create deal-specific documents in the course of a transaction.
Download documents in PDF or Word format.
Arrange digital signing of transaction documents via DocuSign.
Types of Templates and Documents
The Documents page is organized into five tabs:
System Templates
Pre-drafted by experienced aviation attorneys, System Templates incorporate standard details and covenants typically found in aircraft transaction agreements. The following document types are available:
Letter of Intent
Escrow Agreement
Sale and Purchase Agreement
Acceptance Letter
Conditional Acceptance Letter
Rejection Letter
Bill of Sale (FAA)
Warranty Bill of Sale
Delivery Receipt
Warranty Assignment
Closing Instruction
System templates can be downloaded in .docx format for your review. It is not possible to modify system templates directly. However, you can duplicate a system template to create your own personal (My) template based on it.
My Templates
My Templates are personal templates that you create and maintain in your Wingform
workspace. You can add new templates, modify existing ones in the built-in editor, or
delete a template.
Each personal template is tagged with a **Personal** badge. Available actions per template:
Preview — view the template without editing.
Edit — open the template in the built-in editor.
Download — download a PDF copy.
More options:
Share with company — make this template available to all users in your company (see Shared Templates below).
Grant access — share this template with specific individuals.
Delete template — permanently remove the template.
It is recommended to design your personal templates to be comprehensive, covering all potential clauses that can later be excluded when finalising deal-specific documents.
This approach allows reuse across different transactions. You can also maintain multiple
versions of the same document type tailored to different scenarios.
When adding a new template, click + Create Template (top-right of the Documents
page), then select a document type and subtype (if available).
⚠️ Make sure to select the correct document type and subtype, as the platform uses this information when offering templates during deal setup.
Shared Templates
Shared Templates are personal templates that have been shared with all members of your
company. Any user in your organisation can view, use in deals, and (if permitted) edit a
shared template.
How to share a template with your company:
1. Go to Documents → My Templates and open the relevant document type.
2. Find the template you want to share and click the ⋯ (more options) button.
3. Select Share with company.
The template will immediately appear in the Shared Templates tab for all company
users. It will be marked with a Shared green badge.
Note: Sharing a template makes it visible to all users in your company. To
restrict access to specific individuals or external contact rather than the whole company, use Grant access instead.
Deal documents
Deal Documents are transaction-specific documents created for each individual deal.
When setting up a new deal, after entering the deal's terms and conditions, you will be directed to a page where you can select and customise templates for that deal.
1. Select a System Template, My Template, or Shared Template for each document type.
2. View the document on-site or download a pre-filled PDF or Word file for review.
3. Open the document in the built-in editor to make necessary changes; invite team
members or external parties (lawyers, buyer/seller representatives) to collaborate.
4. Once modified, the document acquires a Deal status, indicating it will be used in the ongoing transaction. Unmodified system or personal templates selected for a deal also receive Deal status automatically after saving.
If you do not plan to use an automated template for a particular document type, select Skip.
You can view and modify deal documents at any stage of the transaction. At this stage, only deal-specific documents are available.
You can also view and modify deal templates during the transaction if necessary.
You modify the deal template you selected when created the deal by clicking the Edit button.
By Invite
The By invite tab displays documents and templates shared with you by other users or companies for review or collaboration.
When invited to a document, it will appear here. You can dismiss the invitation or open the document in the built-in editor.
Document Signing
During a transaction, you can:
Download a pre-filled document, wet-sign it, and upload it back to the platform.
Send the document to counterparties (buyers and sellers) for digital signing via DocuSign.
The broker will be notified when either party signs the document.
For more information about document and template management on Wingform, watch this video.