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Send Signature Requests
Send electronic signature requests for approved client intakes
Use this Agent instantly or customize it - no programming needed
- client intakeclient intake
Your intake shows approval and whether an agreement is needed. It names the agreement, signer, owner, and any request ID.
- approved agreement templatesapproved agreement templates
Your template mapping pairs each agreement type with a preapproved signing template and signer role.
Your client intake tracker shows approved intakes and keeps each request's send result for the owner.
- intake follow-upintake follow-up
Your intake shows why sending stopped and what needs your attention.
- intake follow-upintake follow-up
Your intake shows why sending stopped and what needs your attention.
- intake follow-upintake follow-up
Your intake shows why sending stopped and what needs your attention.
- signature requestsignature request
Your signer gets an email with the agreement. Your signing service returns its request ID and send status.
Your electronic signature service emails the chosen agreement to its signer and reports the request ID and send status.
- intake follow-upintake follow-up
Your intake shows why sending stopped and what needs your attention.
- intake confirmationintake confirmation
Your intake shows the agreement, signer, request ID, and send status. Its owner gets a notification.
This Agent waits for an intake you approve that needs an agreement. It checks the named signer and your chosen template, then sends the signature request. The intake owner sees the request ID and send status.
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AirtableUsed as:
- Client intake tracker
Airtable shows approved intakes and keeps each request's send result for the owner.
monday.comUsed as:
- Client intake tracker
monday.com shows approved intakes and keeps each request's send result for the owner.
- Electronic signature service
monday.com emails the chosen agreement to its signer and reports the request ID and send status.
ZoomUsed as:
- Electronic signature service
Zoom emails the chosen agreement to its signer and reports the request ID and send status.
PandaDocUsed as:
- Electronic signature service
PandaDoc emails the chosen agreement to its signer and reports the request ID and send status.
DocusignUsed as:
- Electronic signature service
Docusign emails the chosen agreement to its signer and reports the request ID and send status.
BoxUsed as:
- Electronic signature service
Box emails the chosen agreement to its signer and reports the request ID and send status.
SignNowUsed as:
- Electronic signature service
SignNow emails the chosen agreement to its signer and reports the request ID and send status.
eSignaturesUsed as:
- Electronic signature service
eSignatures emails the chosen agreement to its signer and reports the request ID and send status.
SignRequestUsed as:
- Electronic signature service
SignRequest emails the chosen agreement to its signer and reports the request ID and send status.
KintoneUsed as:
- Client intake tracker
Kintone shows approved intakes and keeps each request's send result for the owner.
Made for your industry
Send Signature Requests is made for businesses in these industries.
- Advertising and Marketing
Send approved agency agreements to new client signers.
Show all Agents for the Advertising and Marketing industry - IT Services
Send approved service agreements to new client signers.
Show all Agents for the IT Services industry - Consulting
Send engagement agreements to approved consulting clients.
Show all Agents for the Consulting industry - Staffing and Recruiting
Send staffing agreements to new client signers after approval.
Show all Agents for the Staffing and Recruiting industry - Financial Services
Send client agreements for signature after intake approval.
Show all Agents for the Financial Services industry - Legal Services
Send engagement letters for signature after client intake approval.
Show all Agents for the Legal Services industry - Property Management
Send management agreements to approved property owners for signature.
Show all Agents for the Property Management industry - Architecture and Engineering
Send design agreements for signature after client intake approval.
Show all Agents for the Architecture and Engineering industry - Accounting and Bookkeeping
Send engagement letters to new accounting clients for signature.
Show all Agents for the Accounting and Bookkeeping industry - Commercial Cleaning
Send service agreements to approved cleaning clients for signature.
Show all Agents for the Commercial Cleaning industry - Security Services
Send guard service agreements to approved clients for signature.
Show all Agents for the Security Services industry
Made for your role
Send Signature Requests is made for people in these roles.
- Account Manager
Send approved client agreements and confirm each request on the intake.
Show all Agents for the Account Manager role - Contract Administrator
Send the selected agreement and log its signature request ID.
Show all Agents for the Contract Administrator role - Intake Coordinator
Send signature requests when client intakes are approved.
Show all Agents for the Intake Coordinator role - Contract Coordinator
Send approved agreements to the signer named on each intake.
Show all Agents for the Contract Coordinator role - Client Services Coordinator
Send approved client agreements and record each request's status.
Show all Agents for the Client Services Coordinator role - Client Onboarding Specialist
Send new clients their agreements once intake is approved.
Show all Agents for the Client Onboarding Specialist role
Made for your department
Send Signature Requests is made for people in these departments.
- Client Services
Send client agreements after approval and record the send status.
Show all Agents for the Client Services department - Contract Management
Send the mapped agreement to each approved client's signer.
Show all Agents for the Contract Management department - Intake
Send agreements for approved intakes that need a signature.
Show all Agents for the Intake department - Account Management
Send approved client agreements and confirm requests on the intake.
Show all Agents for the Account Management department
How Send Signature Requests works
4 steps, in order, on every run.
-
Review the approved intakeRead the current intake before sending. Stop and tell the owner if approval changed or a request ID already exists.
-
Confirm the signer and agreementMatch the agreement type to your approved template. Flag missing templates or signer details for the owner to fix.
-
Send the signature requestSend the selected agreement to the named signer through your signing service. Capture the request ID and send status.
-
Record the result for the ownerWrite the request ID, recipient and send status on the intake. Record a failed send without an ID for the owner to fix.
How to Get Started
Connect the tools you already use, such as Airtable, monday.com or Zoom.
10 tools
- Create a client intake view for entries marked Approved, marked as needing an agreement, and without a signature request ID.
- Require each intake to name its agreement type, authorized signer name and email, and intake owner; have the approver confirm the signer is authorized before marking the intake Approved.
- Map each allowed agreement type to a preapproved reusable signing template with its document, signature fields, and signer role already set.
- Add signature request ID, send status, sent time, and confirmation fields to the intake, and notify its owner when the send status changes.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Signature Requests:
You choose the agreement templates and map each agreement type to one. Your team confirms the signer may sign before approving the intake.
The intake owner sees which detail needs correction. The Agent does not send until the signer name and email are usable.
This setup sends to one authorized client signer per intake. Your team names that signer before approving the intake.
The intake shows the request ID, recipient and send status. Your configured notification alerts the owner when the status changes.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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