- AI-Agent
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Send Agreements for Signature
Prepare signing PDFs and send requests to the right signers
Use this Agent instantly or customize it - no programming needed
- approved agreementapproved agreement
Your final agreement includes the approval details the Agent checks before sending.
- signer handoffsigner handoff
Your handoff note names the signers and shows where their signatures go.
- existing signing request linkexisting signing request link
Your handoff note may already link to a signing request for this agreement.
Your document workspace holds approved agreements and handoff notes, sends signing PDFs, and saves their links.
- handoff note issuehandoff note issue
Your handoff note tells the owner what needs attention before signing can proceed.
- handoff note issuehandoff note issue
Your handoff note tells the owner what needs attention before signing can proceed.
- handoff note issuehandoff note issue
Your handoff note tells the owner what needs attention before signing can proceed.
- signing PDFsigning PDF
Your signers get a separate PDF with signature fields assigned to each person.
- online signature requestonline signature request
Your required signers receive the approved agreement through an online signature request.
- handoff note issuehandoff note issue
Your handoff note tells the owner what needs attention before signing can proceed.
- request link and send daterequest link and send date
Your handoff note gains the sent PDF link and date beside the agreement.
This Agent finds approved agreements during a scheduled check of your shared folder. It checks the signer handoff and sends a signing PDF to those people. You get the request link and send date beside the document.
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Google DriveUsed as:
- Document workspace
Google Drive holds approved agreements and handoff notes, sends signing PDFs, and saves their links.
AirtableUsed as:
- Document workspace
Airtable holds approved agreements and handoff notes, sends signing PDFs, and saves their links.
monday.comUsed as:
- Document workspace
monday.com holds approved agreements and handoff notes, sends signing PDFs, and saves their links.
Google ContactsUsed as:
- Document workspace
Google Contacts holds approved agreements and handoff notes, sends signing PDFs, and saves their links.
PandaDocUsed as:
- Document workspace
PandaDoc holds approved agreements and handoff notes, sends signing PDFs, and saves their links.
KintoneUsed as:
- Document workspace
Kintone holds approved agreements and handoff notes, sends signing PDFs, and saves their links.
Made for your industry
Send Agreements for Signature is made for businesses in these industries.
- Consulting
Send approved engagement agreements to clients for signature.
Show all Agents for the Consulting industry - Staffing and Recruiting
Send approved client and placement agreements for signature.
Show all Agents for the Staffing and Recruiting industry - Construction
Send approved project agreements to the required signers.
Show all Agents for the Construction industry - Real Estate
Send approved deal documents to the named signers.
Show all Agents for the Real Estate industry - Legal Services
Send approved client agreements for signature and log the request link.
Show all Agents for the Legal Services industry - Property Management
Send approved leases for signature and link each request to its source.
Show all Agents for the Property Management industry - Accounting and Bookkeeping
Send approved engagement letters for client signature.
Show all Agents for the Accounting and Bookkeeping industry
Made for your role
Send Agreements for Signature is made for people in these roles.
- Sales Operations Specialist
Send approved deal agreements and note where to find the request.
Show all Agents for the Sales Operations Specialist role - Contract Administrator
Link each signing request beside its approved agreement.
Show all Agents for the Contract Administrator role - Legal Operations Specialist
Send approved legal agreements and keep their signing links in view.
Show all Agents for the Legal Operations Specialist role - Contract Manager
Send approved contracts with signature fields assigned by signer.
Show all Agents for the Contract Manager role - Leasing Specialist
Send approved leases to tenants and other required signers.
Show all Agents for the Leasing Specialist role - Contract Coordinator
Send each approved agreement to its assigned signers.
Show all Agents for the Contract Coordinator role - Supplier Onboarding Specialist
Send approved supplier agreements to the named signers.
Show all Agents for the Supplier Onboarding Specialist role - Legal Assistant
Prepare approved agreements for signature and record the request link.
Show all Agents for the Legal Assistant role - Client Onboarding Specialist
Send approved client agreements before work begins.
Show all Agents for the Client Onboarding Specialist role - Real Estate Transaction Coordinator
Send approved deal paperwork to the right signers.
Show all Agents for the Real Estate Transaction Coordinator role
Made for your department
Send Agreements for Signature is made for people in these departments.
- Sales Operations
Send approved deal documents and record their signing links.
Show all Agents for the Sales Operations department - Client Services
Send approved client agreements and keep the request easy to find.
Show all Agents for the Client Services department - Procurement
Send approved supplier contracts for signature.
Show all Agents for the Procurement department - Legal
Prepare approved legal documents for the named signers.
Show all Agents for the Legal department - Contract Management
Send approved agreements and link each signing request to its source.
Show all Agents for the Contract Management department - Leasing
Send approved lease documents and keep request links beside them.
Show all Agents for the Leasing department
How Send Agreements for Signature works
5 steps, in order, on every run.
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Check Approval and HandoffConfirm approval and check for an existing request link. Stop for changed or unapproved documents; review linked requests instead.
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Check Signer DetailsRead the signer list and signature positions from the handoff note. Flag missing or unclear details for the document owner.
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Prepare the Signing PDFCopy the approved agreement and assign each signature field to its named signer. Create a signing PDF while leaving the source intact.
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Send the Signature RequestSend the signing PDF to the signers in the handoff note. Retrieve the request link after sending.
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Link the Sent RequestAdd the signing PDF link and send date beside the source document link. Record a send failure instead of marking it sent.
How to Get Started
Connect the tools you already use, such as Google Drive, Airtable or monday.com.
6 tools
- Choose the shared folder whose agreements will be checked and the companion handoff note that lists each document link, signer name, email address, signing role, and signature position.
- Give the Agent access to the documents, the handoff note, and the workspace's online signature feature; enable approval and online signature for the account.
- Agree that an approved document is ready to send only when its handoff entry has all required signers and no existing signing request link.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Agreements for Signature:
You choose the folder and provide a handoff note with signer emails and signature positions. Your account needs approval and online signature access.
The Agent leaves that agreement unsent and writes the exact missing detail in your handoff note. The document owner can fill it in.
If your handoff note already has a request link, the Agent checks that request instead. If it cannot find it, the Agent flags the entry for the owner.
No. The Agent makes a separate signing copy with the signature fields. Your approved source stays intact.
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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