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Send Contract Signature Requests
Send approved contracts to required signers and record the send date
Use this Agent instantly or customize it - no programming needed
- Approval noticeApproval notice
Your manager's approval identifies which document is ready for a signature request.
- Document detailsDocument details
Your document shows its current approval, version, signers, signature fields, and any send date.
- Signer requirementsSigner requirements
Your chosen template defines the signer roles and signature fields each document needs.
- Signature emailSignature email
You choose the subject and message that go to the signers.
Your signing workspace shows approved contracts, sends signing emails, and keeps their send dates.
- Correction requestCorrection request
Your coordinator knows which signer details need correction before another approval.
- Signature requestSignature request
Your required signers receive an online email to sign the approved document.
- Send dateSend date
You can see when the signing request went out on the document.
This Agent starts when a manager approves a contract. It checks the final version and required signers. It emails the signature request and confirms the send date on the contract.
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Google DriveUsed as:
- Signing workspace
Google Drive shows approved contracts, sends signing emails, and keeps their send dates.
monday.comUsed as:
- Signing workspace
monday.com shows approved contracts, sends signing emails, and keeps their send dates.
ZoomUsed as:
- Signing workspace
Zoom shows approved contracts, sends signing emails, and keeps their send dates.
Google ContactsUsed as:
- Signing workspace
Google Contacts shows approved contracts, sends signing emails, and keeps their send dates.
Made for your industry
Send Contract Signature Requests is made for businesses in these industries.
- Consulting
Send approved consulting agreements to their signers.
Show all Agents for the Consulting industry - Staffing and Recruiting
Send approved staffing agreements for signature.
Show all Agents for the Staffing and Recruiting industry - Construction
Send approved subcontract agreements for signature.
Show all Agents for the Construction industry - Real Estate
Send approved sale agreements to the assigned signers.
Show all Agents for the Real Estate industry - Legal Services
Send approved client engagement agreements for signature.
Show all Agents for the Legal Services industry - Property Management
Send approved lease agreements to their signers.
Show all Agents for the Property Management industry
Made for your role
Send Contract Signature Requests is made for people in these roles.
- Sales Operations Specialist
Send approved customer contracts and confirm their send dates.
Show all Agents for the Sales Operations Specialist role - Procurement Specialist
Send approved supplier agreements to their assigned signers.
Show all Agents for the Procurement Specialist role - Contract Administrator
Send approved agreements and confirm each contract's send date.
Show all Agents for the Contract Administrator role - Legal Operations Specialist
Send approved contracts and verify their recorded send dates.
Show all Agents for the Legal Operations Specialist role - Contract Manager
Move approved contracts to signature after checking signer details.
Show all Agents for the Contract Manager role - Leasing Specialist
Send approved leases and confirm when requests went out.
Show all Agents for the Leasing Specialist role - Contract Coordinator
Check required signers and send approved contracts for signature.
Show all Agents for the Contract Coordinator role - Real Estate Transaction Coordinator
Send approved deal documents to signers and track the send date.
Show all Agents for the Real Estate Transaction Coordinator role
Made for your department
Send Contract Signature Requests is made for people in these departments.
- Sales Operations
Send approved customer agreements and confirm their send dates.
Show all Agents for the Sales Operations department - Procurement
Send approved supplier contracts for signature.
Show all Agents for the Procurement department - Legal
Send approved contracts for signature and record when they went out.
Show all Agents for the Legal department - Contract Management
Send approved agreements after checking every required signer.
Show all Agents for the Contract Management department
How Send Contract Signature Requests works
4 steps, in order, on every run.
-
Check the approved contractCheck the current version and approval status. Stop for coordinator review if the contract changed or was already sent.
-
Confirm the signer detailsMatch required signer roles to valid email addresses and assigned signature fields. Hold incomplete requests for the coordinator to correct.
-
Email the signature requestEmail the approved contract to its assigned signers with the subject and message set during setup.
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Confirm the send dateConfirm sent status and a send date on the contract. Check its status before retrying if sending fails or no date appears.
How to Get Started
Connect the tools you already use, such as Google Drive, monday.com or Zoom.
4 tools
- Choose the contract template and configure its internal approval step and required signer roles.
- Choose email delivery and the standard signature-request subject and message.
- Give the Agent access to read approved contracts and send them, and subscribe it to contract status changes.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Contract Signature Requests:
You choose the contract template and its approval step. You also set the required signer roles and signature request email.
The Agent holds the request and asks your coordinator to correct the contract. They can then resubmit it for approval.
The Agent checks whether the contract was already sent. If sending fails or no date appears, it checks the current status before retrying.
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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