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Send Agreement for Signature
Send the reviewer's PDF as a signature request and confirm the invitation
Use this Agent instantly or customize it - no programming needed
- handoff emailhandoff email
Your reviewer's email gives the approval and the signer's name and address.
- agreement PDFagreement PDF
Your reviewer attaches the final PDF that the signer needs to sign.
- email threademail thread
Your handoff thread shows whether this PDF already went to the same signer.
- approved reviewer listapproved reviewer list
Your team chooses which reviewers may authorize an agreement to be sent.
- signature field rulesignature field rule
Your team chooses where the signer signs on these agreement PDFs.
Zoom reads the handoff email and attachment, then replies in the same thread.
- clarification replyclarification reply
Your reviewer gets a specific question when the handoff cannot safely become an invitation.
- clarification replyclarification reply
Your reviewer gets a specific question when the handoff cannot safely become an invitation.
- existing request replyexisting request reply
Your reviewer gets the earlier request ID when the same PDF already went to that signer.
- signature invitationsignature invitation
Your signer receives the approved PDF to sign online when the service accepts the request.
Your e-signature service sends the agreement to the signer and returns a request ID.
- send failure replysend failure reply
Your reviewer gets the signing error and the detail needed to try again.
- send confirmation replysend confirmation reply
Your reviewer gets the PDF name, signer, and request ID in the original thread.
This Agent waits for a reviewer's email with a final agreement PDF. It checks the reviewer's approval and signer details before sending a signature request. Your reviewer gets the signer and request ID in a reply.
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Google DriveUsed as:
- E-signature service
Google Drive sends the agreement to the signer and returns a request ID.
AirtableUsed as:
- E-signature service
Airtable sends the agreement to the signer and returns a request ID.
ZoomUsed as:
- Email service
Zoom reads the handoff email and attachment, then replies in the same thread.
Google ContactsUsed as:
- E-signature service
Google Contacts sends the agreement to the signer and returns a request ID.
DropboxUsed as:
- E-signature service
Dropbox sends the agreement to the signer and returns a request ID.
PandaDocUsed as:
- E-signature service
PandaDoc sends the agreement to the signer and returns a request ID.
DocusignUsed as:
- E-signature service
Docusign sends the agreement to the signer and returns a request ID.
SignNowUsed as:
- E-signature service
SignNow sends the agreement to the signer and returns a request ID.
SignRequestUsed as:
- E-signature service
SignRequest sends the agreement to the signer and returns a request ID.
KintoneUsed as:
- E-signature service
Kintone sends the agreement to the signer and returns a request ID.
Made for your industry
Send Agreement for Signature is made for businesses in these industries.
- Consulting
Send final client agreements to the named signer after review.
Show all Agents for the Consulting industry - Legal Services
Send approved client agreements for signature and confirm each invitation.
Show all Agents for the Legal Services industry
Made for your role
Send Agreement for Signature is made for people in these roles.
- Contract Administrator
Confirm which agreement and signer received the signature request.
Show all Agents for the Contract Administrator role - Legal Operations Specialist
Send the approved PDF to the named signer and confirm the request ID.
Show all Agents for the Legal Operations Specialist role - Contract Coordinator
Move approved agreements from reviewer emails to signature invitations.
Show all Agents for the Contract Coordinator role - Legal Assistant
Send the reviewer's final client agreement for online signature.
Show all Agents for the Legal Assistant role
Made for your department
Send Agreement for Signature is made for people in these departments.
- Legal
Send approved agreements for signature without rekeying signer details.
Show all Agents for the Legal department - Contract Management
Send the final agreement to its signer and confirm the request ID.
Show all Agents for the Contract Management department
How Send Agreement for Signature works
4 steps, in order, on every run.
-
Read the agreement emailRead the reviewer's email, PDF, and thread. Reply with the earlier request ID when this file and signer match.
-
Verify approval and signerConfirm the reviewer can authorize the send and calls the PDF final. Check the signer's details; ask the reviewer if anything is unclear.
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Send the signature requestUpload the attached PDF and place fields using your setup rule. Invite the named signer and capture the request ID when the service confirms the send.
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Confirm the invitationReply in the original thread with the PDF name, signer, and request ID. If the send failed, explain what the reviewer needs to retry.
How to Get Started
Connect the tools you already use, such as Google Drive, Airtable or Zoom.
10 tools
- Choose the agreement handoff inbox or label and list the reviewers allowed to authorize a send.
- Tell reviewers to state that the attached PDF is approved and final, and to include the signer's name and email address in the handoff.
- Connect the signing account and set the signature field placement rule for these agreement PDFs.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Agreement for Signature:
You choose the handoff inbox and which reviewers can authorize a send. You also set a signature field placement rule in your signing account.
Your reviewer gets a reply asking for the missing detail. The Agent sends no invitation until the handoff clearly identifies the final PDF and signer.
Your reviewer gets the existing request ID in the original thread. The Agent sends no second invitation for the same PDF and signer.
No. You choose the signature field placement rule, and the Agent uses the attached final PDF without changing its approved text.
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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