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Send Agreement for Signature
Check agreement PDFs and send signature links by email
Use this Agent instantly or customize it - no programming needed
- Approved agreement PDFApproved agreement PDF
Your the approved agreement PDF is the final file your coworker wants the signer to sign.
- Signer detailsSigner details
Your coworker gives the signer's name and email address for the signature request.
- Requester email addressRequester email address
Your coworker gives an address for their view link or a correction request.
- Approval confirmationApproval confirmation
Your coworker confirms that this exact PDF is final and approved for sending.
Your agreement request form supplies the final PDF and signer details when a coworker submits a request.
- Correction emailCorrection email
Your coworker learns exactly what to fix before anyone receives a signature request.
Your email service sends each person their own link or tells the requester what needs correction.
- Signature requestSignature request
Your agreement has a signing request with separate access for the signer and requester.
Your online signing service sends the PDF for signature and provides separate signer and requester links.
- Delivery issue emailDelivery issue email
Your coworker learns which part of sending or email delivery needs a person to resolve.
- Signer emailSigner email
Your signer receives a private link to sign the agreement online.
- Delivery issue emailDelivery issue email
Your coworker learns which part of sending or email delivery needs a person to resolve.
- Requester view emailRequester view email
Your coworker receives their own view link and knows who received the signature request.
- Delivery issue emailDelivery issue email
Your coworker learns which part of sending or email delivery needs a person to resolve.
This Agent starts when a coworker submits an agreement request. It checks the final PDF and signer, then sends the signature request. The signer and requester receive separate links by email.
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GmailUsed as:
- Email service
Gmail sends each person their own link or tells the requester what needs correction.
Google DriveUsed as:
- Online signing service
Google Drive sends the PDF for signature and provides separate signer and requester links.
Microsoft OutlookUsed as:
- Email service
Microsoft Outlook sends each person their own link or tells the requester what needs correction.
JotformUsed as:
- Agreement request form
Jotform supplies the final PDF and signer details when a coworker submits a request.
ZoomUsed as:
- Agreement request form
Zoom supplies the final PDF and signer details when a coworker submits a request.
- Email service
Zoom sends each person their own link or tells the requester what needs correction.
BrevoUsed as:
- Email service
Brevo sends each person their own link or tells the requester what needs correction.
Google ContactsUsed as:
- Online signing service
Google Contacts sends the PDF for signature and provides separate signer and requester links.
TallyUsed as:
- Agreement request form
Tally supplies the final PDF and signer details when a coworker submits a request.
PandaDocUsed as:
- Online signing service
PandaDoc sends the PDF for signature and provides separate signer and requester links.
DocusignUsed as:
- Online signing service
Docusign sends the PDF for signature and provides separate signer and requester links.
Cognito FormsUsed as:
- Agreement request form
Cognito Forms supplies the final PDF and signer details when a coworker submits a request.
Microsoft Office 365Used as:
- Email service
Microsoft Office 365 sends each person their own link or tells the requester what needs correction.
ClickSend SMSUsed as:
- Email service
ClickSend SMS sends each person their own link or tells the requester what needs correction.
KeapUsed as:
- Email service
Keap sends each person their own link or tells the requester what needs correction.
SendGridUsed as:
- Email service
SendGrid sends each person their own link or tells the requester what needs correction.
Zoho FormsUsed as:
- Agreement request form
Zoho Forms supplies the final PDF and signer details when a coworker submits a request.
Zoho MailUsed as:
- Email service
Zoho Mail sends each person their own link or tells the requester what needs correction.
ServiceM8Used as:
- Email service
ServiceM8 sends each person their own link or tells the requester what needs correction.
Campaign MonitorUsed as:
- Email service
Campaign Monitor sends each person their own link or tells the requester what needs correction.
GetResponseUsed as:
- Email service
GetResponse sends each person their own link or tells the requester what needs correction.
FormstackUsed as:
- Agreement request form
Formstack supplies the final PDF and signer details when a coworker submits a request.
BoxUsed as:
- Online signing service
Box sends the PDF for signature and provides separate signer and requester links.
MailgunUsed as:
- Email service
Mailgun sends each person their own link or tells the requester what needs correction.
MailjetUsed as:
- Email service
Mailjet sends each person their own link or tells the requester what needs correction.
lemlistUsed as:
- Email service
lemlist sends each person their own link or tells the requester what needs correction.
OneSignalUsed as:
- Email service
OneSignal sends each person their own link or tells the requester what needs correction.
SuperchatUsed as:
- Email service
Superchat sends each person their own link or tells the requester what needs correction.
ActiveCampaign PostmarkUsed as:
- Email service
ActiveCampaign Postmark sends each person their own link or tells the requester what needs correction.
Mailchimp TransactionalUsed as:
- Email service
Mailchimp Transactional sends each person their own link or tells the requester what needs correction.
Microsoft ExchangeUsed as:
- Email service
Microsoft Exchange sends each person their own link or tells the requester what needs correction.
SenderUsed as:
- Email service
Sender sends each person their own link or tells the requester what needs correction.
Jotform EnterpriseUsed as:
- Agreement request form
Jotform Enterprise supplies the final PDF and signer details when a coworker submits a request.
Made for your industry
Send Agreement for Signature is made for businesses in these industries.
- Consulting
Send approved engagement agreements for signature and update the consultant.
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Send approved deal agreements for signature and give Agents a view link.
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Send approved client agreements for signature and update the matter team.
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Send approved property agreements for signature and update the manager.
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Made for your role
Send Agreement for Signature is made for people in these roles.
- Sales Operations Specialist
Send approved customer agreements for signature and update the deal owner.
Show all Agents for the Sales Operations Specialist role - Procurement Specialist
Send approved supplier agreements for signature and update the buyer.
Show all Agents for the Procurement Specialist role - Contract Administrator
Send approved agreements for signature and give requesters a view link.
Show all Agents for the Contract Administrator role - Legal Operations Specialist
Handle one-off signature requests and return each requester's view link.
Show all Agents for the Legal Operations Specialist role - Contract Manager
Send final agreements for signature and receive a separate view link.
Show all Agents for the Contract Manager role - Legal Administrator
Check approved PDFs and send private signing links to the named signer.
Show all Agents for the Legal Administrator role
Made for your department
Send Agreement for Signature is made for people in these departments.
- Sales Operations
Send approved customer agreements for signature and update sales.
Show all Agents for the Sales Operations department - Procurement
Send approved supplier agreements for signature and update purchasing.
Show all Agents for the Procurement department - Legal
Send approved agreements for signature and give colleagues a view link.
Show all Agents for the Legal department - Contract Management
Check final agreement PDFs before sending each signature request.
Show all Agents for the Contract Management department - Leasing
Send approved lease PDFs for signature and give staff a view link.
Show all Agents for the Leasing department
How Send Agreement for Signature works
5 steps, in order, on every run.
-
Review the agreement requestDownload the PDF and read the signer details. Confirm the requester marked the file final and approved.
-
Check the PDF and recipientCheck the PDF for draft marks and an unfilled signature field. Compare its named signer with the form and check the email address.
-
Create the signature requestAdd the verified PDF to the signing service. Assign the signature field to the signer and give the requester view access.
-
Send and collect separate linksWait until the document is ready, then send it without service notifications. Read the sent status and both recipient links.
-
Email the signer and requesterSend the signer their private signing link. Send the requester a separate view link and confirmation of the recipient.
How to Get Started
Connect the tools you already use, such as Gmail, Google Drive or Microsoft Outlook.
32 tools
- Create a private agreement request form with one required PDF upload, signer name and email, requester email, and a required confirmation that this exact file is final and approved.
- Require each submitted PDF to contain one unfilled signature field assigned to the signer; tell requesters to name the signer in the agreement so the Agent can compare it with the form.
- Connect the signing account and set the requester as a view-only copy recipient; use silent delivery so the Agent can email each person only their own link.
- Connect the sender mailbox and set the correction email text and the signing request subject.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Agreement for Signature:
Submit a final PDF that names the signer and has an unfilled signature field. Your team handles agreement approval before you submit the form.
Your requester gets an email naming the exact issue. The Agent waits for a corrected request before sending anything for signature.
No. The signer gets a private signing link, and the requester gets a separate view link. You choose to give the requester view access during setup.
A person takes over the incomplete delivery without creating a second request. Your requester gets an email naming the issue when delivery allows.
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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