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Request PDF Signatures
Assign signer fields and send agreements in your chosen order
Use this Agent instantly or customize it - no programming needed
- an approved agreement PDFan approved agreement PDF
Your request includes an approved agreement PDF that everyone must sign.
- Signer listSigner list
You provide the name and email address of everyone who must sign.
- Signature field instructionsSignature field instructions
You tell the Agent where each person's signature and date belong in the PDF.
- Signing orderSigning order
You choose whether everyone signs together or in a specific sequence.
- Agreement ownerAgreement owner
You name the person who should receive the sent request link and routing details.
- Sender identitySender identity
You choose which connected signing account and sender identity sends the request.
- Request for correctionRequest for correction
You learn which PDF or signing detail needs your attention before the request can go out.
- Draft signature requestDraft signature request
Your signing account holds the PDF with fields assigned to each signer and the requested order.
Your electronic signature tool places each signer's fields, sends the PDF, and shows who received it.
- Request for correctionRequest for correction
You learn which PDF or signing detail needs your attention before the request can go out.
- Sent signature requestSent signature request
Your named signers receive the PDF with their assigned signature and date fields.
- Send failure noticeSend failure notice
You learn why the signing account could not confirm that the request went out.
- Routing reportRouting report
You receive the sent request link, its status, and who was asked to sign in what order.
This Agent starts when you provide an approved PDF and signer instructions. It checks recipients, fields, and order before sending. You get the request link and recipient route.
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Google DriveUsed as:
- Electronic signature tool
Google Drive places each signer's fields, sends the PDF, and shows who received it.
AirtableUsed as:
- Electronic signature tool
Airtable places each signer's fields, sends the PDF, and shows who received it.
Google ContactsUsed as:
- Electronic signature tool
Google Contacts places each signer's fields, sends the PDF, and shows who received it.
PandaDocUsed as:
- Electronic signature tool
PandaDoc places each signer's fields, sends the PDF, and shows who received it.
DocusignUsed as:
- Electronic signature tool
Docusign places each signer's fields, sends the PDF, and shows who received it.
SignNowUsed as:
- Electronic signature tool
SignNow places each signer's fields, sends the PDF, and shows who received it.
SignRequestUsed as:
- Electronic signature tool
SignRequest places each signer's fields, sends the PDF, and shows who received it.
KintoneUsed as:
- Electronic signature tool
Kintone places each signer's fields, sends the PDF, and shows who received it.
Made for your industry
Request PDF Signatures is made for businesses in these industries.
- Consulting
Send approved engagement agreements to client signers.
Show all Agents for the Consulting industry - Staffing and Recruiting
Route approved placement agreements to client signers.
Show all Agents for the Staffing and Recruiting industry - Construction
Route approved subcontracts to signers in the stated order.
Show all Agents for the Construction industry - Financial Services
Send approved loan agreements to each required signer.
Show all Agents for the Financial Services industry - Real Estate
Route approved purchase agreements to buyers and sellers.
Show all Agents for the Real Estate industry - Legal Services
Send approved client agreements to the right signers.
Show all Agents for the Legal Services industry - Property Management
Send approved lease PDFs to the named tenants and owners.
Show all Agents for the Property Management industry
Made for your role
Request PDF Signatures is made for people in these roles.
- Account Executive
Send approved sales agreements to customer signers.
Show all Agents for the Account Executive role - Sales Operations Specialist
Assign fields and route approved sales contracts.
Show all Agents for the Sales Operations Specialist role - Procurement Specialist
Send approved supplier agreements to named signers.
Show all Agents for the Procurement Specialist role - HR Coordinator
Send approved employment agreements to new hires.
Show all Agents for the HR Coordinator role - Real Estate Agent
Send approved deal PDFs to the named buyers and sellers.
Show all Agents for the Real Estate Agent role - Contract Administrator
Assign signer fields and send approved agreement PDFs.
Show all Agents for the Contract Administrator role - Legal Operations Specialist
Send approved legal agreements with the intended signer order.
Show all Agents for the Legal Operations Specialist role - Contract Manager
Confirm the signer route before sending approved contracts.
Show all Agents for the Contract Manager role - Property Manager
Route approved lease PDFs to every required signer.
Show all Agents for the Property Manager role - Leasing Specialist
Send approved leases to tenants with their signature fields.
Show all Agents for the Leasing Specialist role - Contract Coordinator
Route approved agreements to every named signer.
Show all Agents for the Contract Coordinator role - Legal Assistant
Place each party's fields and send approved legal agreements.
Show all Agents for the Legal Assistant role - Real Estate Transaction Coordinator
Route approved purchase agreements to buyers and sellers.
Show all Agents for the Real Estate Transaction Coordinator role
Made for your department
Request PDF Signatures is made for people in these departments.
- Sales Operations
Check signer fields before sending approved sales agreements.
Show all Agents for the Sales Operations department - Procurement
Send approved supplier agreements in the stated signer order.
Show all Agents for the Procurement department - Human Resources
Send approved employment agreements to new hires for signing.
Show all Agents for the Human Resources department - Legal
Route approved legal agreements to the intended signers.
Show all Agents for the Legal department - Contract Management
Assign fields and send approved agreements for signature.
Show all Agents for the Contract Management department - Property Management
Route approved lease agreements to the required parties.
Show all Agents for the Property Management department
How Request PDF Signatures works
4 steps, in order, on every run.
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Create a draft requestAdd your approved PDF and named signers to a draft in your signing account.
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Assign signer fields and orderPlace signature and date fields where you specify for each signer. Set your chosen signing order.
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Check and send the requestCheck the draft against your PDF and signer instructions. Send only when the fields and route match.
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Report the sent routeConfirm sent status and return the request link. Tell you who received it and in what order.
How to Get Started
Connect the tools you already use, such as Google Drive, Airtable or Google Contacts.
8 tools
- Connect the signing account that will send requests and choose the sender identity.
- Tell the Agent that each request must include the approved PDF, the owner's name, every signer's name and email, field locations, and whether signers should receive it together or in sequence.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Request PDF Signatures:
Provide the approved PDF and the owner's name. Include each signer's name, email, and field locations. Choose whether signers act together or in sequence.
Yes. You choose whether signers receive the request together or in a stated sequence. The Agent checks that route before sending.
You get a request to resolve the exact conflict. The Agent leaves the signature request unsent until you clarify it.
No. You receive the sent request link and recipient order. Collecting signatures and filing signed copies are separate work.
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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