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Request Partner Signatures

Send approved partner agreements for signature and record signer links

Use this Agent instantly or customize it - no programming needed

Send approved partner agreements for signature
Reads
  • Approval entry ID
    Approval entry ID

    Your final approval gives this run the entry ID to open.

  • Approved PDF
    Approved PDF

    Your approval entry holds the exact PDF your partners need to sign.

  • Signer roster
    Signer roster

    Your signer roster names everyone who must sign and gives their email addresses and signing order.

  • Partnership owner
    Partnership owner

    Your partnership owner needs the request ID and each signer's invitation link.

  • Current send status
    Current send status

    Your approval entry's status shows whether a signature request has started.

  • Existing request ID
    Existing request ID

    Your approval entry's request ID shows whether this agreement already has a signature request.

  • Signing instructions
    Signing instructions

    Your signing setup defines field placement, the invitation message, and signing order.

Partnership approval register
Partnership approval register

Your partnership approval register holds the approved PDF and signers, then shows their links.
Online signature service
Online signature service

Your online signature service emails signature invitations and returns each signer's signing link.
Online signature service
Is the PDF, signer roster, or signing order incomplete?YesNo
Record the correction needed for the owner
Writes
  • Send status
    Send status

    Your approval entry shows whether sending has started, links are pending, or the request needs attention.

  • Issue for owner
    Issue for owner

    Your approval entry tells the owner what needs fixing or which existing request needs review.

Does this agreement already have a signature request ID?YesNo
Check the existing request and report any conflict
Writes
  • Issue for owner
    Issue for owner

    Your approval entry tells the owner what needs fixing or which existing request needs review.

Mark Sending, send invitations, and save the request ID
Writes
  • Send status
    Send status

    Your approval entry shows whether sending has started, links are pending, or the request needs attention.

  • Signature invitations
    Signature invitations

    Your signers receive email invitations to sign the approved agreement.

  • Signature request ID
    Signature request ID

    Your approval entry shows the request ID from the signing service.

Did the signing service reject the PDF or a signer?YesNo
Record the failure and ask the owner to correct it
Writes
  • Send status
    Send status

    Your approval entry shows whether sending has started, links are pending, or the request needs attention.

  • Issue for owner
    Issue for owner

    Your approval entry tells the owner what needs fixing or which existing request needs review.

Are signer links still processing?YesNo
Show links as pending and retry after the request goes out
Writes
  • Send status
    Send status

    Your approval entry shows whether sending has started, links are pending, or the request needs attention.

Save signer links and mark the agreement Sent
Writes
  • Signer invitation links
  • Send status
    Send status

    Your approval entry shows whether sending has started, links are pending, or the request needs attention.

This Agent waits for final approval, then checks the agreement PDF and signer list. It sends the signature request in your chosen signing order. You see the request ID and signer links on the approval entry.

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Google Drive
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Zoom
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Made for your industry

Request Partner Signatures is made for businesses in these industries.

Made for your role

Request Partner Signatures is made for people in these roles.

Made for your department

Request Partner Signatures is made for people in these departments.

How Request Partner Signatures works

4 steps, in order, on every run.

  1. Check the approved agreementRead the approval entry and confirm the final PDF, signer emails, and signing order. Flag missing details on the entry for the partnership owner.
  2. Guard against duplicate requestsCheck for an existing request ID before sending. Mark a ready entry as Sending while the new request starts.
  3. Send the signature requestUpload the approved PDF and invite the rostered signers in your chosen order. Save the request ID on the approval entry.
  4. Record signer invitation linksWait for the request to go out for signature, then match links to signers. Save the links and Sent status on the approval entry for its owner.

How to Get Started

Connect your tools

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

6 tools
Set your rules
  • Choose the partnership approval register and its final-approval field. Enter the fields for the approved PDF, signer names and email addresses, partnership owner, signature request ID, signer links, and send status.
  • Require the partnership reviewer to add the final PDF and complete signer roster before setting final approval; choose whether signers receive requests in parallel or in the roster's stated order.
  • Connect the online signature account and choose the agreement name, signature field placement or approved field template, and invitation message.
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 Partner Signatures:

Can I choose the signing order and where people sign?

Yes. You choose parallel signing or the roster's order during setup. You also choose signature placement or an approved field template.

What if the PDF or a signer's details are missing?

You see the exact correction needed on the approval entry. The Agent leaves the request unsent until the owner fixes it.

What happens if a signature request already exists?

The Agent checks the existing request instead of sending another invitation. You see any conflict on the approval entry.

What if the signer invitation links are not ready?

You can see the request ID while the links process. The Agent retries when the request reaches out-for-signature status.

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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