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Request Agreement Signatures

Send case agreements for online signature and update the case

Use this Agent instantly or customize it - no programming needed

Send an agreement for signature and update the case
Reads
  • Ready case change
    Ready case change

    Your case change gives the Agent the case ID when an approved agreement is ready.

  • Approved agreement PDF
    Approved agreement PDF

    Your approved PDF is the exact agreement your signers need to sign.

  • Required signers
    Required signers

    Your signer list gives each person's name, email, and signing order.

  • Agreement type
    Agreement type

    Your agreement type determines which signature field layout the Agent uses.

  • Signature field layout
    Signature field layout

    Your chosen layout places each required signature field for the right signer.

  • Request message
    Request message

    Your request message is the approved note your signers receive with the agreement.

  • Existing request ID
    Existing request ID

    Your case's request ID shows whether this agreement already has a signing request.

Case management tool
Case management tool

Your case management tool alerts the Agent to ready agreements and shows each sent request.
Case management tool
Does the case already have a signature request ID?YesNo
Keep the existing request on the case
Is the approved agreement PDF missing, inaccessible, or mismatched?YesNo
Flag the case for the correct PDF
Writes
  • PDF correction needed
    PDF correction needed

    Your case shows when its approved PDF is missing, inaccessible, or mismatched.

Are any signer details or signature fields missing or unclear?YesNo
Post the missing signer or field detail on the case
Writes
  • Missing signature details
    Missing signature details

    Your case names the missing signer or field detail for your coordinator.

Send the approved agreement with fields assigned to each signer
Writes
  • Signature request
    Signature request

    Your signers receive the approved agreement with their assigned signature fields.

Online signing service
Online signing service

Your online signing service sends agreements with assigned fields and returns the sent request details.
Online signing service
Did the signing service fail to send the request?YesNo
Post the failure reason and leave the case unsent
Writes
  • Send failure
    Send failure

    Your case shows why the request failed and stays unsent.

Save the request ID, link, and sent status; retry the case update
Writes
  • Case signature status
    Case signature status

    Your case shows the request ID, link, and sent status.

This Agent waits for a case you mark ready for signature. It checks the agreement and signers, then sends the request with your chosen field layout. It adds the request link and sent status to the case.

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Google Drive
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Airtable
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Zoom
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Google Contacts
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PandaDoc
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SignNow
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Kintone
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Made for your industry

Request Agreement Signatures is made for businesses in these industries.

Made for your role

Request Agreement Signatures is made for people in these roles.

Made for your department

Request Agreement Signatures is made for people in these departments.

How Request Agreement Signatures works

3 steps, in order, on every run.

  1. Check the case agreementRead the approved PDF and signer details on the case. Flag missing details for your coordinator, or stop if a request already exists.
  2. Send the signature requestApply your field layout for the agreement type. Send the PDF to the named signers in the order shown on the case.
  3. Update the client caseAdd the request link and sent status to the case. Save the request ID there, and retry this update without resending if it fails.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, Airtable or Zoom.

10 tools
Set your rules
  • Choose the case field that changes to Ready for signature only after an approved agreement PDF is attached, and enable case change notifications for it.
  • Keep the approved PDF, agreement type, required signer names, email addresses, and signing order on each case; choose case fields for the request ID, link, and send status.
  • Set the required signature field positions or document anchors for each agreement type and the message sent with each request.
Launch the Agent

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:

How do I choose who signs and where?

You add each signer's name and email to the case. You choose their signing order and the fields for each agreement type.

What if the agreement or signer details are missing?

The request stays unsent. Your coordinator sees what needs fixing on the case, from the PDF to a signer or field.

What if this case already has a signature request?

The existing request stays in place. You can use its link on the case; another request isn't sent.

What if the request sends but the case does not update?

The Agent retries the case update using the returned request ID. It does not send another signature request.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

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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