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Request PDF Signatures

Send case agreements to named signers for online signature

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Request signatures for an approved agreement PDF

Reads

PDF attachment notice
PDF attachment notice
Your case signals when someone attaches a PDF and identifies its file version.
Agreement PDF
Agreement PDF
Your uploaded PDF supplies the file and version that signers would receive.
Approved PDF version
Approved PDF version
Your case names the exact PDF version approved for signature.
Signer instructions
Signer instructions
Your case lists each signer's name, email address, role, and signing order.
Existing request link
Existing request link
Your case may already carry a link to a request for this PDF version.
Case owner
Case owner
Your case identifies who should receive the link or an explanation of a problem.

Case management tool

Case management tool

Your case management tool holds the approved PDF version and signer details, and lets the Agent add the request link.

Does the uploaded PDF differ from the approved version?YesNo

Tell the case owner which PDF versions differ.

Writes

Internal case comment
Internal case comment
Your case owner sees the request details or the reason signatures could not be requested.

Are any signer names, emails, roles, or signing orders missing?YesNo

Ask the case owner to complete the signer instructions.

Writes

Internal case comment
Internal case comment
Your case owner sees the request details or the reason signatures could not be requested.

Has this PDF version already been sent for signature?YesNo

Reuse its signature request link on the case.

Writes

Case request link
Case request link
Your case holds a link that its owner can use to open the signing document.

Create the signing document, verify it, and send it.

Online signing service

Online signing service

Your online signing service sends the approved PDF to named signers and returns its status and document link.

Did document creation, recipient or field checks, or delivery fail?YesNo

Explain the failure in an internal case comment.

Writes

Internal case comment
Internal case comment
Your case owner sees the request details or the reason signatures could not be requested.

Confirm the send and save its link and signer details on the case.

Writes

Sent signature request
Sent signature request
Your named signers receive the approved PDF for online signature.
Case request link
Case request link
Your case holds a link that its owner can use to open the signing document.
Internal case comment
Internal case comment
Your case owner sees the request details or the reason signatures could not be requested.

This Agent starts when you attach an agreement PDF to a case ready for signing. It checks the approved version and signer directions before sending the request. Your case owner finds the request link on the case.

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Google Drive

Used as:

Case management tool
Google Drive holds the approved PDF version and signer details, and lets the Agent add the request link.
Online signing service
Google Drive sends the approved PDF to named signers and returns its status and document link.

Show all Agents working with Google Drive

Airtable

Used as:

Case management tool
Airtable holds the approved PDF version and signer details, and lets the Agent add the request link.
Online signing service
Airtable sends the approved PDF to named signers and returns its status and document link.

Show all Agents working with Airtable

monday.com

Used as:

Case management tool
monday.com holds the approved PDF version and signer details, and lets the Agent add the request link.

Show all Agents working with monday.com

Google Contacts

Used as:

Case management tool
Google Contacts holds the approved PDF version and signer details, and lets the Agent add the request link.
Online signing service
Google Contacts sends the approved PDF to named signers and returns its status and document link.

Show all Agents working with Google Contacts

PandaDoc

Used as:

Online signing service
PandaDoc sends the approved PDF to named signers and returns its status and document link.

Show all Agents working with PandaDoc

Docusign

Used as:

Online signing service
Docusign sends the approved PDF to named signers and returns its status and document link.

Show all Agents working with Docusign

Box

Used as:

Online signing service
Box sends the approved PDF to named signers and returns its status and document link.

Show all Agents working with Box

Kintone

Used as:

Case management tool
Kintone holds the approved PDF version and signer details, and lets the Agent add the request link.
Online signing service
Kintone sends the approved PDF to named signers and returns its status and document link.

Show all Agents working with Kintone

Made for your industry

Request PDF Signatures is made for businesses in these industries.

Real Estate
Send approved purchase agreements to buyers and sellers for signature.
Show all Agents for the Real Estate industry
Legal Services
Send approved client agreements for signature and link each request to its case.
Show all Agents for the Legal Services industry
Property Management
Send approved leases for signature and save the request link on the case.
Show all Agents for the Property Management industry
Insurance
Send approved settlements for signature and link the request to the claim.
Show all Agents for the Insurance industry

Made for your role

Request PDF Signatures is made for people in these roles.

Real Estate Agent
Send the approved purchase agreement to its signers and save the link.
Show all Agents for the Real Estate Agent role
Contract Administrator
Send the approved agreement and record which version went to signers.
Show all Agents for the Contract Administrator role
Property Manager
Send the approved lease and keep its signature request on the case.
Show all Agents for the Property Manager role
Leasing Specialist
Send the approved lease for signature and save its request link.
Show all Agents for the Leasing Specialist role
Paralegal
Check the approved case document before sending it for signature.
Show all Agents for the Paralegal role
Contract Coordinator
Check the approved PDF before inviting the agreement's signers.
Show all Agents for the Contract Coordinator role
Legal Assistant
Invite the named signers and leave the request link in the case file.
Show all Agents for the Legal Assistant role
Attorney
Send the approved client agreement and keep its signature request in view.
Show all Agents for the Attorney role
Claims Adjuster
Send the approved settlement agreement and link its request to the claim.
Show all Agents for the Claims Adjuster role
Case Coordinator
Send the approved case agreement and put its request link on the case.
Show all Agents for the Case Coordinator role

Made for your department

Request PDF Signatures is made for people in these departments.

Legal
Send approved case agreements to signers and keep the link with the matter.
Show all Agents for the Legal department
Contract Management
Check the approved version before sending agreements for signature.
Show all Agents for the Contract Management department
Leasing
Send approved leases to signers and save the request link.
Show all Agents for the Leasing department
Property Management
Send approved leases and link each signature request to its case.
Show all Agents for the Property Management department
Claims
Send approved settlement agreements and record the request on the claim.
Show all Agents for the Claims department
Case Management
Link each sent signature request to the case and its approved PDF.
Show all Agents for the Case Management department

How Request PDF Signatures works

5 steps, in order, on every run.

Check the PDF versionRead the PDF attached to the case and compare its version with your approved version. Leave the request unsent and comment on the case if the versions differ.
Check the signing directionsConfirm each signer's name, email, role, and order on the case. Ask the case owner to fix gaps or missing signature fields in the PDF.
Avoid duplicate requestsLook for a sent request for this approved PDF version. Reuse its case link instead of inviting the signers again.
Send the requestCreate a signing document from the approved PDF. Check its recipients and signature fields, then email it when ready.
Put the link on the caseConfirm the sent status, then save the request link and PDF version on the case. Add an internal comment naming the invited signers for the owner.

How to Get Started

Connect your tools

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

8 tools

Set your rules

Create case fields for ready-to-sign approval, the approved PDF version ID, signer names, email addresses, roles, signing order, and the signature request link; case owners fill them for each agreement.
Enable a case-file attachment notification that supplies the case ID and uploaded PDF version ID after the file is linked to the case.
Use approved agreement PDFs with signature fields or field tags assigned to the signer roles named on the case.
Connect the case workspace and signing account and allow the Agent to read case files, send signature requests, and add internal case comments.

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 PDF Signatures:

What do I need to set up?

You choose the approved PDF version and signer directions on each case. Your PDF needs signature fields for their roles. You also connect your case workspace and signing account.

What happens if the PDF or signer details are wrong?

The request stays unsent if the version differs. Missing signer details or signature fields also stop it. Your case owner gets the issue to fix.

Do signers use the link on the case?

No. Signers receive email invitations from your signing service. The case link takes its owner to the request in that service, so they need access to the account.

What if a request was already sent for this PDF?

Your case keeps the existing link for that approved PDF version. The same signers do not receive another invitation.

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.

Works with

Works with

Industries

Industries

Roles

Roles

Departments

Departments

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