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Send Agreements for Signing

Route agreements for signature in your chosen signer order

Use this Agent instantly or customize it - no programming needed

Send the agreement in signer order
Reads
  • Ready to send task
    Ready to send task

    Your task ID and Ready to send status identify the handoff to process.

  • the approved agreement
    the approved agreement

    Your PDF attachment contains the approved agreement for the signers.

  • Signer route
    Signer route

    Your task lists each signer's name, email, role, and place in line.

  • Task owner
    Task owner

    Your task assignee receives the signer route and first request link.

  • Earlier routing comments
    Earlier routing comments

    Your earlier task comments show whether someone already sent this agreement.

Task management tool
Task management tool

Your task management tool holds the PDF and signer order, then shows the owner the routing summary.
Task management tool
Does an earlier comment already list a sent document ID?YesNo
Point the owner to the earlier routing comment
Is the PDF, owner, signer route, or matching signature field incomplete?YesNo
Comment with the exact correction needed before sending
Writes
  • Correction comment
    Correction comment

    Your task gets a comment naming what to fix before anyone receives a request.

Create and send the request in signer order
Writes
  • Signature request
    Signature request

    Your signing document records the signer order, sent status, ID, and first signer link.

Online signing tool
Online signing tool

Your online signing tool assigns signature fields and signer order, sends the request, and returns its status and link.
Online signing tool
Did document creation or sending fail?YesNo
Comment with the failure for the owner to correct
Writes
  • Sending failure comment
    Sending failure comment

    Your task gets a comment explaining why the request could not be sent.

Is the first signer link still missing after checking document details?YesNo
Post the sent document ID and missing link on the task
Writes
  • Missing link comment
Post the signer route and first request link for the owner
Writes
  • Routing summary
    Routing summary

    Your task comment lists the signer order, sent document ID, and first signer link.

This Agent starts when your signing handoff is ready. It checks the agreement and signer order before sending. It posts the route and first signer's link on the task.

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Made for your industry

Send Agreements for Signing is made for businesses in these industries.

Made for your role

Send Agreements for Signing is made for people in these roles.

Made for your department

Send Agreements for Signing is made for people in these departments.

How Send Agreements for Signing works

5 steps, in order, on every run.

  1. Read the signing handoffOpen the ready task and read its agreement and signer sequence. Check earlier comments for a sent request.
  2. Check the signing routeVerify each signer's address, unique sequence number, and matching signature field. Post the exact fix on the task before sending if anything is missing.
  3. Prepare the agreementUpload the PDF and assign each signer to the matching signature field. Set the signing order from the handoff.
  4. Send the signature requestWait for the document to become ready, then send the email request. Post a failure on the task if creation or sending stops.
  5. Share the route with the ownerPost the signer order and first signer's link on the task. Include the sent document ID, or flag a missing link for the owner.

How to Get Started

Connect your tools

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

11 tools
Set your rules
  • Choose the signing handoff list and its Ready to send status; each task must have one approved PDF, an assigned owner, and signer names, email addresses, role labels, and sequence numbers.
  • Prepare the approved agreement PDFs with signature fields labeled for the same signer roles used on the handoff tasks.
  • Connect the handoff and online signature accounts, and make the handoff tasks visible only to the contracts team because the first signer link will be posted there.
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 Send Agreements for Signing:

What do I need on the handoff task?

Add the approved PDF and assign an owner. List at least two signers with their contact details and order. Give the PDF signature fields matching their roles.

What if a signer or signature field is missing?

The Agent stops before sending and comments with the exact fix you need. Your contracts coordinator can correct the task and retry.

Will this send the same agreement twice?

The Agent checks earlier routing comments for a sent document ID. If it finds one, it points the owner to that comment instead of creating another request.

Who can see the first signer's link?

Choose a handoff task that only your contracts team can open. The Agent posts the link on that task for the owner.

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.

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