- AI-Agent
- Ready to Run
Send PDF Signature Requests
Place signer fields on emailed PDFs and confirm sent invitations
Use this Agent instantly or customize it - no programming needed
- Agreement emailAgreement email
Your colleague's email starts the run and supplies the thread for the reply.
- an agreement PDFan agreement PDF
Your colleague attaches an agreement PDF for the signers to review and sign.
- Signer listSigner list
Your colleague names each signer, gives their email address, and states any signing order.
- Signature locationsSignature locations
Signature lines in an agreement PDF name each signer, or your colleague gives exact locations.
Your agreement emails reach email inbox, where the Agent reads an agreement PDF and replies in the original thread.
- Correction requestCorrection request
Your colleague gets a reply naming exactly what needs correction before invitations go out.
- Signing error replySigning error reply
Your colleague gets a reply naming the PDF, field, or address the signing service rejected.
The Agent sends an agreement PDF through signing service with assigned signer fields and gets the request ID.
- Signature invitationSignature invitation
Your signers receive an agreement PDF with a required signature field assigned to each person.
- Sender confirmationSender confirmation
Your colleague gets the agreement name, invited signers, and request ID in the original email thread.
This Agent watches your chosen inbox for a final agreement PDF. It checks names and signature lines, then sends the request. It replies with the invited signers and request ID.
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GmailUsed as:
- Email inbox
Your agreement emails reach Gmail, where the Agent reads an agreement PDF and replies in the original thread.
Microsoft OutlookUsed as:
- Email inbox
Your agreement emails reach Microsoft Outlook, where the Agent reads an agreement PDF and replies in the original thread.
ZoomUsed as:
- Email inbox
Your agreement emails reach Zoom, where the Agent reads an agreement PDF and replies in the original thread.
- Signing service
The Agent sends an agreement PDF through Zoom with assigned signer fields and gets the request ID.
PandaDocUsed as:
- Signing service
The Agent sends an agreement PDF through PandaDoc with assigned signer fields and gets the request ID.
DocusignUsed as:
- Signing service
The Agent sends an agreement PDF through Docusign with assigned signer fields and gets the request ID.
Zoho MailUsed as:
- Email inbox
Your agreement emails reach Zoho Mail, where the Agent reads an agreement PDF and replies in the original thread.
SignNowUsed as:
- Signing service
The Agent sends an agreement PDF through SignNow with assigned signer fields and gets the request ID.
SignRequestUsed as:
- Signing service
The Agent sends an agreement PDF through SignRequest with assigned signer fields and gets the request ID.
Made for your industry
Send PDF Signature Requests is made for businesses in these industries.
- Consulting
Send client engagement agreements for signature.
Show all Agents for the Consulting industry - Staffing and Recruiting
Send final placement agreements to the named signers.
Show all Agents for the Staffing and Recruiting industry - Construction
Send final project agreements to the listed signers.
Show all Agents for the Construction industry - Real Estate
Send transaction agreements to the named signers.
Show all Agents for the Real Estate industry - Legal Services
Send final client agreements to the required signers.
Show all Agents for the Legal Services industry - Property Management
Send lease PDFs for electronic signature.
Show all Agents for the Property Management industry
Made for your role
Send PDF Signature Requests is made for people in these roles.
- Sales Operations Specialist
Send customer agreement PDFs for signature.
Show all Agents for the Sales Operations Specialist role - Procurement Specialist
Send supplier agreements to the required signers.
Show all Agents for the Procurement Specialist role - HR Coordinator
Send final employment agreements for signature.
Show all Agents for the HR Coordinator role - Real Estate Agent
Send final transaction agreements for signature.
Show all Agents for the Real Estate Agent role - Contract Administrator
Send final agreements for signature and confirm the request ID.
Show all Agents for the Contract Administrator role - Legal Operations Specialist
Turn emailed final agreements into signature requests.
Show all Agents for the Legal Operations Specialist role - Contract Manager
Send finalized contracts to the listed signers.
Show all Agents for the Contract Manager role - Leasing Specialist
Send lease PDFs to the listed signers.
Show all Agents for the Leasing Specialist role - Contract Coordinator
Place signature fields and send final agreements to each signer.
Show all Agents for the Contract Coordinator role - Legal Assistant
Send final client agreements to the required signers.
Show all Agents for the Legal Assistant role
Made for your department
Send PDF Signature Requests is made for people in these departments.
- Sales Operations
Send customer contracts to signers and confirm their invitations.
Show all Agents for the Sales Operations department - Procurement
Send supplier contracts for electronic signature.
Show all Agents for the Procurement department - Human Resources
Send final employment agreements to the listed signers.
Show all Agents for the Human Resources department - Legal
Place signature fields on final agreements and send requests.
Show all Agents for the Legal department - Contract Management
Send final agreements for signature from the intake inbox.
Show all Agents for the Contract Management department
How Send PDF Signature Requests works
4 steps, in order, on every run.
-
Open the agreement emailDownload the final PDF from your chosen inbox. Read the sender's signer list and any signing order.
-
Check signature locationsMatch each signer to a labeled line or stated location. Ask the sender for missing or unclear details.
-
Send signature invitationsPlace a required signature field for every signer. Send the PDF request in the signing order the sender provided.
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Confirm in the email threadReply in the original thread after the service reports sending. Include invited signers and the request ID.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.
8 tools
- Choose the agreement intake mailbox or label and authorize replies from that mailbox.
- Connect a signing account authorized to send signature requests.
- Tell senders to attach one final, text-readable PDF per email and list each required signer's full name and email address in the message; include signing order if it matters.
- Require each PDF to have a clearly labeled signature line for every listed signer, or require the sender to state each signer's page and signature location.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send PDF Signature Requests:
Attach a final, text-readable PDF and list each signer's full name and email address. Add signing order if it matters to you.
You can label a signature line for every signer in the PDF. You can also give each person's page and signature location in the email.
You get a reply with the specific failure. The Agent does not claim invitations went out when the signing service rejects the request.
No. Your confirmation means the signing service sent invitations. It does not mean anyone has signed the agreement.
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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