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Send Agreements for Signature
Send client agreements for signature and file signed copies
Use this Agent instantly or customize it - no programming needed
- Approved agreement PDFApproved agreement PDF
Your approved PDF contains the client's name and email; its file ID links later updates.
- Client name and emailClient name and email
Your agreement names the one client who should receive the signature request.
Your file storage service watches approved PDFs and files signed copies for your team.
- Issue on approved agreementIssue on approved agreement
Your approved PDF shows the missing detail or service error that stopped the request.
- Issue on approved agreementIssue on approved agreement
Your approved PDF shows the missing detail or service error that stopped the request.
Your online signature service sends signing requests and returns completed PDFs with their audit pages.
- Signature requestSignature request
Your client receives the approved PDF as a live request for an online signature.
- Request ID on approved agreementRequest ID on approved agreement
Your approved PDF shows the sent request ID so you can find the request.
- Signing completion noticeSigning completion notice
Your signing service sends the request ID, source file ID, and completion time after signing.
- Completed PDF and audit pageCompleted PDF and audit page
Your signing service provides the finished PDF with its signing audit page.
Your online signature service sends signing requests and returns completed PDFs with their audit pages.
- Unmatched request IDUnmatched request ID
You can use the flagged request ID to find a signing notice without its source agreement.
Your file storage service watches approved PDFs and files signed copies for your team.
- Signed PDF retrieval issueSigned PDF retrieval issue
You can follow up on a completed request whose signed PDF remains unavailable after a retry.
- Link to signed agreementLink to signed agreement
Your original approved PDF links to the signed copy and shows when signing finished.
- Signed agreement and audit pageSigned agreement and audit page
Your team's final folder holds the completed PDF and its signing audit page.
- Link to signed agreementLink to signed agreement
Your original approved PDF links to the signed copy and shows when signing finished.
- Signing failure noticeSigning failure notice
Your signing service sends the request ID, source file ID, and reason signing stopped.
Your online signature service sends signing requests and returns completed PDFs with their audit pages.
- Unmatched request IDUnmatched request ID
You can use the flagged request ID to find a signing notice without its source agreement.
Your file storage service watches approved PDFs and files signed copies for your team.
- Signing problem on agreementSigning problem on agreement
Your approved PDF names the request and why signing stopped, so you can follow up.
This Agent finds a new PDF in your ready-to-sign folder. It checks the client details and sends a signature request. Once the client signs, it files the PDF with its audit page for your team.
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Google DriveUsed as:
- File storage service
Google Drive watches approved PDFs and files signed copies for your team.
- Online signature service
Google Drive sends signing requests and returns completed PDFs with their audit pages.
Google ContactsUsed as:
- File storage service
Google Contacts watches approved PDFs and files signed copies for your team.
- Online signature service
Google Contacts sends signing requests and returns completed PDFs with their audit pages.
PandaDocUsed as:
- Online signature service
PandaDoc sends signing requests and returns completed PDFs with their audit pages.
DocusignUsed as:
- Online signature service
Docusign sends signing requests and returns completed PDFs with their audit pages.
SignNowUsed as:
- Online signature service
SignNow sends signing requests and returns completed PDFs with their audit pages.
SignRequestUsed as:
- Online signature service
SignRequest sends signing requests and returns completed PDFs with their audit pages.
Made for your industry
Send Agreements for Signature is made for businesses in these industries.
- Advertising and Marketing
Send approved campaign agreements to clients and file signed copies.
Show all Agents for the Advertising and Marketing industry - IT Services
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Show all Agents for the IT Services industry - Consulting
Send consulting agreements for client signature and file signed copies.
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Send client engagement agreements for signature and file signed copies.
Show all Agents for the Legal Services industry - Public Relations
Send client retainer agreements for signature and file signed copies.
Show all Agents for the Public Relations industry - Architecture and Engineering
Send project agreements for client signature and file final copies.
Show all Agents for the Architecture and Engineering industry - Management Consulting
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Show all Agents for the Management Consulting industry - Accounting and Bookkeeping
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Show all Agents for the Accounting and Bookkeeping industry - Commercial Cleaning
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Show all Agents for the Commercial Cleaning industry - Interior Design
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Made for your role
Send Agreements for Signature is made for people in these roles.
- Account Manager
Send client agreements for signature and track their signed copies.
Show all Agents for the Account Manager role - Operations Coordinator
Send approved agreements to clients and file the signed PDFs.
Show all Agents for the Operations Coordinator role - Contract Administrator
Send approved contracts for signature and file signed copies with proof.
Show all Agents for the Contract Administrator role - Contract Manager
Track approved contracts through signing and file the completed copies.
Show all Agents for the Contract Manager role - Legal Administrator
Send approved client agreements and file signed copies with audit pages.
Show all Agents for the Legal Administrator role - Account Coordinator
Send approved client agreements and keep signed copies easy to find.
Show all Agents for the Account Coordinator role
Made for your department
Send Agreements for Signature is made for people in these departments.
- Client Services
Send client agreements for signature and keep completed copies on hand.
Show all Agents for the Client Services department - Operations
Send ready agreements and place signed PDFs in the team's final folder.
Show all Agents for the Operations department - Legal
Track approved agreements through signature and retain the audit page.
Show all Agents for the Legal department - Contract Management
Send approved agreements for signature and file signed copies with proof.
Show all Agents for the Contract Management department
How Send Agreements for Signature works
5 steps, in order, on every run.
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Read the ready agreementRead the new PDF in your ready-to-sign folder. Pull the client's name and email from its labeled fields.
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Check the signer detailsConfirm the PDF opens and names one client with an email address. Stop and note missing or unclear details on the file.
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Send the signature requestSend the PDF for the client's signature with a required signature page. Record the request ID on the original file.
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Follow the signing resultWatch for completion or a signing problem. Note a failed request on the original PDF for your coordinator.
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File the signed copySave the completed PDF with its audit page in your team's final folder. Link the saved copy from the original PDF.
How to Get Started
Connect the tools you already use, such as Google Drive, Google Contacts or PandaDoc.
6 tools
- Create a ready-to-sign folder for approved agreement PDFs and a final-agreements folder shared with the team.
- Use an agreement PDF layout that clearly labels the client's full name and email address; place only approved, final PDFs in the ready-to-sign folder.
- Connect the file storage and online signature accounts, register completion and failure event callbacks, and send live signature requests rather than test requests.
- Configure a required signature page and include the signing audit page in completed 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 Agreements for Signature:
You provide a final PDF with the client's full name and email in labeled fields. If either detail is unclear, your coordinator gets a note on the file.
This setup handles one client signer. Your coordinator reviews agreements that need more signers before sending them.
Your coordinator sees the request ID and reason on the original PDF. They can decide what to do next; no signed copy goes into the final folder.
You choose a final-agreements folder to share with your team. The Agent files the signed PDF with its audit page there and links to it from the original.
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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