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Request Agreement Signatures
Send approved deal agreements for signature and log the invite
Use this Agent instantly or customize it - no programming needed
- Deal approval changeDeal approval change
Your deal's move into contract approval starts a run for that deal.
- Approved agreementApproved agreement
Your deal identifies the exact PDF that your team approved for signature.
- Signer detailsSigner details
Your deal lists each required signer's name, email address, and signing order.
- Prior invitation notesPrior invitation notes
Your deal notes show whether this approved PDF already has an invitation ID.
- Signing instructionsSigning instructions
You choose the signature anchors and wording for each invitation.
Your sales CRM supplies the approved agreement and signer details, then stores the invitation note.
- Deal noteDeal note
Your deal shows the invitation details or the reason the send stopped.
- Signature requestSignature request
Your signers get an email invitation, and you get its request ID.
Your e-signature service emails the agreement to signers and returns its request ID and send status.
- Deal noteDeal note
Your deal shows the invitation details or the reason the send stopped.
- Deal noteDeal note
Your deal shows the invitation details or the reason the send stopped.
This Agent starts when your deal reaches contract approval. It checks the approved PDF, signers, and prior invites before sending a signature request. It records the invite on the deal for your seller.
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Google DriveUsed as:
- Sales CRM
Google Drive supplies the approved agreement and signer details, then stores the invitation note.
monday.comUsed as:
- Sales CRM
monday.com supplies the approved agreement and signer details, then stores the invitation note.
PipedriveUsed as:
- Sales CRM
Pipedrive supplies the approved agreement and signer details, then stores the invitation note.
ZoomUsed as:
- Sales CRM
Zoom supplies the approved agreement and signer details, then stores the invitation note.
- E-signature service
Zoom emails the agreement to signers and returns its request ID and send status.
Google ContactsUsed as:
- Sales CRM
Google Contacts supplies the approved agreement and signer details, then stores the invitation note.
Zoho CRMUsed as:
- Sales CRM
Zoho CRM supplies the approved agreement and signer details, then stores the invitation note.
PandaDocUsed as:
- E-signature service
PandaDoc emails the agreement to signers and returns its request ID and send status.
DocusignUsed as:
- E-signature service
Docusign emails the agreement to signers and returns its request ID and send status.
Microsoft Dynamics 365 CRMUsed as:
- Sales CRM
Microsoft Dynamics 365 CRM supplies the approved agreement and signer details, then stores the invitation note.
SignNowUsed as:
- E-signature service
SignNow emails the agreement to signers and returns its request ID and send status.
Teamleader FocusUsed as:
- Sales CRM
Teamleader Focus supplies the approved agreement and signer details, then stores the invitation note.
SignRequestUsed as:
- E-signature service
SignRequest emails the agreement to signers and returns its request ID and send status.
Made for your industry
Request Agreement Signatures is made for businesses in these industries.
- Advertising and Marketing
Send approved client agreements for signature and note the invite on the deal.
Show all Agents for the Advertising and Marketing industry - Software
Send approved software agreements for signature and note the invite on the deal.
Show all Agents for the Software industry - IT Services
Send approved IT service contracts for signature and log the deal invite.
Show all Agents for the IT Services industry - Consulting
Send approved engagement agreements for signature and log the deal invite.
Show all Agents for the Consulting industry - Staffing and Recruiting
Send approved staffing agreements for signature and log the deal invite.
Show all Agents for the Staffing and Recruiting industry - Construction
Send approved build contracts for signature and log the invite on the deal.
Show all Agents for the Construction industry - Real Estate
Send approved sale agreements for signature and record the invite on the deal.
Show all Agents for the Real Estate industry - Architecture and Engineering
Send approved project agreements for signature and log the invite on the deal.
Show all Agents for the Architecture and Engineering industry - Management Consulting
Send approved advisory agreements for signature and log the deal invite.
Show all Agents for the Management Consulting industry - Commercial Cleaning
Send approved cleaning contracts for signature and note the invite on the deal.
Show all Agents for the Commercial Cleaning industry - Security Services
Send approved security contracts for signature and log the deal invite.
Show all Agents for the Security Services industry
Made for your role
Request Agreement Signatures is made for people in these roles.
- Account Executive
Send approved deal agreements to signers and log the invitation on the deal.
Show all Agents for the Account Executive role - Sales Operations Specialist
Send approved agreements from deals and log each signature invitation.
Show all Agents for the Sales Operations Specialist role - Sales Representative
Send approved customer agreements for signature and note the invite on the deal.
Show all Agents for the Sales Representative role - Sales Coordinator
Send approved deal PDFs to signers and record the request on the deal.
Show all Agents for the Sales Coordinator role - Contract Administrator
Send approved contracts to signers and note the request on the sales deal.
Show all Agents for the Contract Administrator role - Contract Coordinator
Send approved agreements for signature and record the request on the deal.
Show all Agents for the Contract Coordinator role
Made for your department
Request Agreement Signatures is made for people in these departments.
- Sales
Send approved customer contracts to signers and keep invite details on the deal.
Show all Agents for the Sales department - Sales Operations
Send approved deal PDFs for signature and record each send on the deal.
Show all Agents for the Sales Operations department - Contract Management
Send approved agreements for signature and record each invitation on the deal.
Show all Agents for the Contract Management department - Revenue Operations
Send approved deal agreements for signature and log the invite for sellers.
Show all Agents for the Revenue Operations department
How Request Agreement Signatures works
5 steps, in order, on every run.
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Read the deal and agreementOpen the deal after it enters contract approval. Retrieve its approved PDF, signer details, and past invitation notes.
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Check the signing detailsConfirm the deal remains in contract approval. Check the PDF, signers, and anchors; note missing details on the deal and stop.
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Avoid a duplicate invitationFind any invitation ID for this exact PDF in the deal notes. Use that note and stop if the file has gone out already.
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Send the signature requestSend the PDF to the named signers in your chosen order. Add a deal note without a sent claim if sending fails.
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Record the invitation on the dealLog the PDF name and request ID on the deal. Include recipients and send time for your seller.
How to Get Started
Connect the tools you already use, such as Google Drive, monday.com or Pipedrive.
12 tools
- Choose the contract approval deal stage and the deal fields that identify the approved agreement PDF and each required signer's name, email, and signing order.
- Define the approved PDF's signature anchor text for each signer and the invitation subject and message.
- Connect the deal and signing accounts, and choose the deal note format for invitation time, recipients, request ID, and send status.
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:
Choose your contract approval stage and identify the approved PDF and signer fields on the deal. Set signature anchors, signing order, and invitation wording.
The Agent checks deal notes for a request ID tied to that exact PDF. If it finds one, it uses the existing note and skips another send.
Your seller gets a deal note naming what is missing. The Agent stops before sending the agreement.
The Agent retries the deal note using the request ID. It does not start another send while that note needs to be recorded.
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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