- AI-Agent
- Ready to Run
Send Agreements for Signature
Send approved PDFs to named signers and return invitation links
Use this Agent instantly or customize it - no programming needed
- Approval emailApproval email
Your labeled email confirms approval and names each signer, their address, and their role.
- an approved agreement PDFan approved agreement PDF
Your email attachment contains an approved agreement PDF with signature fields for each role.
- Signing setupSigning setup
Your setup names authorized requesters and the label that starts a signing run.
Zoom flags approved requests, holds the PDF, and keeps your reply in the same thread.
- Correction replyCorrection reply
Your requester learns exactly what to correct in the original email thread.
- Draft signing documentDraft signing document
Your approved PDF and named signers appear together in the draft request.
Your electronic signature tool sends the PDF to each signer and provides their invitation links and send status.
- Signing issue replySigning issue reply
Your requester learns why sending failed or which signer link remains unavailable.
- Signature requestSignature request
Your signers receive the approved PDF by email in their assigned roles.
- Signing issue replySigning issue reply
Your requester learns why sending failed or which signer link remains unavailable.
- Invitation links replyInvitation links reply
Your requester gets each signer's invitation link in the original email thread.
- Sent-for-signing markSent-for-signing mark
Your email shows that the approved agreement has been sent for signing.
This Agent waits for your requester to mark an agreement email ready for signing. It checks the PDF against the signer list. It sends the request and replies with invitation links.
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Google DriveUsed as:
- Electronic signature tool
Google Drive sends the PDF to each signer and provides their invitation links and send status.
ZoomUsed as:
- Email inbox
Zoom flags approved requests, holds the PDF, and keeps your reply in the same thread.
- Electronic signature tool
Zoom sends the PDF to each signer and provides their invitation links and send status.
Google ContactsUsed as:
- Electronic signature tool
Google Contacts sends the PDF to each signer and provides their invitation links and send status.
PandaDocUsed as:
- Electronic signature tool
PandaDoc sends the PDF to each signer and provides their invitation links and send status.
DocusignUsed as:
- Electronic signature tool
Docusign sends the PDF to each signer and provides their invitation links and send status.
Made for your industry
Send Agreements for Signature is made for businesses in these industries.
- Advertising and Marketing
Send approved client contracts for signature and share signer links.
Show all Agents for the Advertising and Marketing industry - Consulting
Send approved engagement letters for signature and return signer links.
Show all Agents for the Consulting industry - Staffing and Recruiting
Send approved placement agreements for signature and share signer links.
Show all Agents for the Staffing and Recruiting industry - Construction
Send approved subcontract agreements for signature and share signer links.
Show all Agents for the Construction industry - Financial Services
Send approved loan agreements for signature and return signer links.
Show all Agents for the Financial Services industry - Real Estate
Send approved purchase agreements for signature and share signer links.
Show all Agents for the Real Estate industry - Legal Services
Send approved client agreements for signature and share signer links.
Show all Agents for the Legal Services industry - Property Management
Send approved leases for signature and return each signer's link.
Show all Agents for the Property Management industry - Accounting and Bookkeeping
Send approved engagement letters to clients for 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.
- Account Executive
Send approved sales agreements for signature and share signer links.
Show all Agents for the Account Executive role - Sales Operations Specialist
Send approved deal paperwork for signature and return signer links.
Show all Agents for the Sales Operations Specialist role - Procurement Specialist
Send approved supplier contracts for signature and share signer links.
Show all Agents for the Procurement Specialist role - Real Estate Agent
Send approved purchase agreements to buyers and sellers for signing.
Show all Agents for the Real Estate Agent role - Contract Administrator
Send final contract PDFs for signature and share invitation links.
Show all Agents for the Contract Administrator role - Legal Operations Specialist
Send approved legal contracts for signature and report signer links.
Show all Agents for the Legal Operations Specialist role - Contract Manager
Send approved contracts for signing and report who was invited.
Show all Agents for the Contract Manager role - Leasing Specialist
Send approved leases for signature and share each signer's link.
Show all Agents for the Leasing Specialist role - Paralegal
Send approved settlement PDFs for signature and return signer links.
Show all Agents for the Paralegal role - Contract Coordinator
Send approved agreements to signers and return their links.
Show all Agents for the Contract Coordinator role - Legal Assistant
Send approved client agreements for signature and share signer links.
Show all Agents for the Legal Assistant role - Loan Processor
Send approved loan PDFs for signature and return signer links.
Show all Agents for the Loan Processor role
Made for your department
Send Agreements for Signature is made for people in these departments.
- Sales
Send approved customer agreements for signature and share signer links.
Show all Agents for the Sales department - Sales Operations
Send approved deal agreements for signature and return signer links.
Show all Agents for the Sales Operations department - Procurement
Send approved supplier agreements for signature and return signer links.
Show all Agents for the Procurement department - Legal
Send approved legal agreements for signing and share signer links.
Show all Agents for the Legal department - Contract Management
Send approved contracts for signature and report invitation links.
Show all Agents for the Contract Management department - Leasing
Send approved lease PDFs for signature and return signer links.
Show all Agents for the Leasing department - Lending
Send approved loan agreements for signature and share signer links.
Show all Agents for the Lending department
How Send Agreements for Signature works
5 steps, in order, on every run.
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Read the approval emailRead the newly labeled email and download its final PDF. Gather the approved signer details from the message.
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Check the signing detailsConfirm the requester can approve this send and the PDF roles match the signer list. Reply with the exact correction needed if anything is unclear.
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Prepare the signature requestUpload the approved PDF and assign signers to its signature roles. Wait for the signing document to become ready.
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Send the signature requestInvite the approved signers by email and collect their individual links. Report a rejected send in the original email thread.
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Reply with signer linksList the invited signers and their links in the original email thread. Mark the email sent for signing.
How to Get Started
Connect the tools you already use, such as Google Drive, Zoom or Google Contacts.
5 tools
- Choose the mailbox and ready-for-signing label used only after an authorized requester approves the final PDF.
- Require each labeled email to attach one final agreement PDF and list every signer's name, email address, and signature role in the message body.
- Prepare agreement PDFs with signature field tags for those roles, and connect the mailbox and signature account.
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 mailbox and ready-for-signing label. An authorized requester applies the label after approving the final PDF and signer list.
Your requester gets a reply naming the exact correction needed. No signature request goes out while the PDF or signer roles remain unclear.
Your requester receives the links in the original email thread after the request is sent. If a link remains unavailable, the reply says which one.
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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