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Request Agreement Signatures
Send approved agreements for signature and share the request link
Use this Agent instantly or customize it - no programming needed
- Completed approvalCompleted approval
Your completed approval identifies the agreement and the approval that starts this handoff.
- Approved agreementApproved agreement
Your agreement contains the approved version, signature blocks, and the owner's email address.
- Approval noteApproval note
Your approval note names each signer and gives their email address and signing role.
- Signing rulesSigning rules
Your signing rules set the PDF folder and naming convention for each approved agreement.
Your document workspace holds approved agreements, sends signature requests, and shares links.
- Agreement and approval linksAgreement and approval links
Your coordinator gets links to the agreement and approval when the approval needs correction.
- Signer issueSigner issue
Your coordinator sees which signer detail or signature block needs attention.
- Request linkRequest link
The document owner gets a link to the request PDF and can see its status.
- Signing PDFSigning PDF
Your signing PDF contains the approved agreement and sits in your chosen folder.
- Signature requestSignature request
Your signers receive an email with the approved agreement and assigned signature fields.
- Request linkRequest link
The document owner gets a link to the request PDF and can see its status.
This Agent starts when a shared agreement gets approval. It checks the named signers against signature blocks. It sends the PDF for signing and gives the owner its request link.
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Google DriveUsed as:
- Document workspace
Google Drive holds approved agreements, sends signature requests, and shares links.
monday.comUsed as:
- Document workspace
monday.com holds approved agreements, sends signature requests, and shares links.
Google ContactsUsed as:
- Document workspace
Google Contacts holds approved agreements, sends signature requests, and shares links.
PandaDocUsed as:
- Document workspace
PandaDoc holds approved agreements, sends signature requests, and shares links.
Made for your industry
Request Agreement Signatures is made for businesses in these industries.
- Consulting
Send approved client engagement agreements for signature and share the link.
Show all Agents for the Consulting industry - Staffing and Recruiting
Send approved placement agreements for signature and share the request link.
Show all Agents for the Staffing and Recruiting industry - Construction
Send approved project contracts for signature and notify their owners.
Show all Agents for the Construction industry - Real Estate
Send approved purchase agreements for signature and give owners the link.
Show all Agents for the Real Estate industry - Legal Services
Send approved client agreements for signature and share the request link.
Show all Agents for the Legal Services industry - Property Management
Send approved leases for signature and share the live request link.
Show all Agents for the Property Management industry
Made for your role
Request Agreement Signatures is made for people in these roles.
- Sales Operations Specialist
Send approved customer agreements for signature and give owners the link.
Show all Agents for the Sales Operations Specialist role - Procurement Specialist
Send approved supplier agreements for signature and notify the owner.
Show all Agents for the Procurement Specialist role - Contract Administrator
Send approved contract PDFs for signature and share their request links.
Show all Agents for the Contract Administrator role - Legal Operations Specialist
Turn approved legal agreements into signature requests for named signers.
Show all Agents for the Legal Operations Specialist role - Contract Manager
Send approved agreements to named signers and share the live request link.
Show all Agents for the Contract Manager role - Leasing Specialist
Send approved leases to the listed signers and share the request link.
Show all Agents for the Leasing Specialist role - Contract Coordinator
Move approved agreements to signature and notify the document owner.
Show all Agents for the Contract Coordinator role - Real Estate Transaction Coordinator
Send approved purchase agreements for signature and share the request link.
Show all Agents for the Real Estate Transaction Coordinator role
Made for your department
Request Agreement Signatures is made for people in these departments.
- Sales Operations
Send approved customer contracts for signature and share the request link.
Show all Agents for the Sales Operations department - Procurement
Send approved supplier agreements for signature and share the request link.
Show all Agents for the Procurement department - Legal
Send approved legal agreements to signers and share the request link.
Show all Agents for the Legal department - Contract Management
Turn approved contracts into signature requests and notify their owners.
Show all Agents for the Contract Management department - Leasing
Send approved lease agreements for signature and notify the owner.
Show all Agents for the Leasing department
How Request Agreement Signatures works
5 steps, in order, on every run.
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Confirm the Approved VersionOpen the agreement and its approval note. Confirm the approved version still matches the current document.
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Match Signers to Signature BlocksRead the signer instructions in the approval note. Match every signer to a signature block, or flag unclear details for the coordinator.
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Check for an Existing RequestLook for a signing PDF tied to this approval. Reuse its live request link if the signature request already exists.
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Send the Agreement for SignatureExport the approved version as a PDF. Add signature fields for the checked signers and send the request.
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Share the Request LinkShare the live request PDF with the owner and enable the notification. Give them a link to its current signing status.
How to Get Started
Connect the tools you already use, such as Google Drive, monday.com or Google Contacts.
4 tools
- Choose the shared agreement location to monitor for completed approvals and enable the account's formal approvals and electronic signature features.
- Require each approval note to name every signer, their email address, and their signing role; require each agreement to name the document owner's email address.
- Choose the folder for signing PDFs and the naming convention that ties each PDF to its approved source document and approval ID.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Request Agreement Signatures:
Yes. The Agent exports the approved Google Doc as a PDF, then sends it for electronic signature. Your account needs approvals and electronic signatures enabled.
Put each signer's name and email in the approval note. Add their signing role there too. Include matching signature blocks and the owner's email in the agreement.
The Agent holds the request if the approval no longer matches the current version. Your agreement coordinator can correct the document and approval before sending.
No. The Agent checks the signing folder for a live request tied to the same approval. If it finds one, the owner gets the existing link.
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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