- AI-Agent
- Ready to Run
Send PDF Signature Requests
Send approved agreements for signature from contract tickets
Use this Agent instantly or customize it - no programming needed
- Ready to Sign status changeReady to Sign status change
Your ticket's move to Ready to Sign starts the run.
- an approved agreement PDFan approved agreement PDF
Your ticket holds the approved PDF and its assigned signature fields.
- Signer names and rolesSigner names and roles
Your ticket names who signs and which signature fields belong to them.
- Existing request detailsExisting request details
Your ticket comments show whether this PDF already has a signature request ID.
- Signer email addressesSigner email addresses
Your signer directory holds the email addresses matched to names on the ticket.
- Signature email wordingSignature email wording
You choose the subject and message that each signer receives with the request.
Your contract ticket tool signals ready tickets and stores each signer's request link.
Your signer directory finds saved email addresses for the signers named on the ticket.
Your online signing service emails an approved agreement PDF for signing and returns each signer's link.
- Ticket correction commentTicket correction comment
Your private ticket comment names the missing detail, contact choice, or PDF problem.
- Ticket correction commentTicket correction comment
Your private ticket comment names the missing detail, contact choice, or PDF problem.
- Ticket correction commentTicket correction comment
Your private ticket comment names the missing detail, contact choice, or PDF problem.
- Sent signature requestSent signature request
Your signers receive an approved agreement PDF by email when the signing service accepts the request.
- Signer request linksSigner request links
Your private ticket comment includes the request ID and each signer's link.
- Request failure commentRequest failure comment
Your ticket shows the request ID and what failed during sending or link retrieval.
This Agent waits for a contract ticket to reach Ready to Sign. It matches signers in your directory and sends the approved PDF. You get each signer’s request link in a private ticket comment.
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Google DriveUsed as:
- Contract ticket tool
Google Drive signals ready tickets and stores each signer's request link.
- Online signing service
Google Drive emails an approved agreement PDF for signing and returns each signer's link.
Microsoft OutlookUsed as:
- Signer directory
Microsoft Outlook finds saved email addresses for the signers named on the ticket.
AirtableUsed as:
- Contract ticket tool
Airtable signals ready tickets and stores each signer's request link.
monday.comUsed as:
- Contract ticket tool
monday.com signals ready tickets and stores each signer's request link.
ZoomUsed as:
- Online signing service
Zoom emails an approved agreement PDF for signing and returns each signer's link.
- Signer directory
Zoom finds saved email addresses for the signers named on the ticket.
Google ContactsUsed as:
- Contract ticket tool
Google Contacts signals ready tickets and stores each signer's request link.
- Online signing service
Google Contacts emails an approved agreement PDF for signing and returns each signer's link.
- Signer directory
Google Contacts finds saved email addresses for the signers named on the ticket.
DropboxUsed as:
- Online signing service
Dropbox emails an approved agreement PDF for signing and returns each signer's link.
PandaDocUsed as:
- Online signing service
PandaDoc emails an approved agreement PDF for signing and returns each signer's link.
DocusignUsed as:
- Online signing service
Docusign emails an approved agreement PDF for signing and returns each signer's link.
ClioUsed as:
- Signer directory
Clio finds saved email addresses for the signers named on the ticket.
BoxUsed as:
- Online signing service
Box emails an approved agreement PDF for signing and returns each signer's link.
SignNowUsed as:
- Online signing service
SignNow emails an approved agreement PDF for signing and returns each signer's link.
Little Green LightUsed as:
- Signer directory
Little Green Light finds saved email addresses for the signers named on the ticket.
KintoneUsed as:
- Contract ticket tool
Kintone signals ready tickets and stores each signer's request link.
Made for your industry
Send PDF Signature Requests is made for businesses in these industries.
- Consulting
Send approved engagement agreements to clients and record their signing links.
Show all Agents for the Consulting industry - Construction
Send approved subcontract agreements to signers and link requests to the ticket.
Show all Agents for the Construction industry - Financial Services
Send approved financing agreements to named signers and record their links.
Show all Agents for the Financial Services industry - Real Estate
Send approved deal agreements and record each signer's request link.
Show all Agents for the Real Estate industry - Legal Services
Send approved client agreements and link signing requests to their tickets.
Show all Agents for the Legal Services industry - Property Management
Send approved leases to tenants and keep signing links on the ticket.
Show all Agents for the Property Management industry
Made for your role
Send PDF Signature Requests is made for people in these roles.
- Sales Operations Specialist
Send approved customer agreements and put signing links on the contract ticket.
Show all Agents for the Sales Operations Specialist role - Procurement Specialist
Send approved supplier agreements and track signer links on the ticket.
Show all Agents for the Procurement Specialist role - Contract Administrator
Send approved agreements and link each signing request to its ticket.
Show all Agents for the Contract Administrator role - Legal Operations Specialist
Match named signers and post signature request links to contract tickets.
Show all Agents for the Legal Operations Specialist role - Contract Manager
Send approved contracts for signature and log each request on the ticket.
Show all Agents for the Contract Manager role - Leasing Specialist
Send approved leases to named signers and save their links on the ticket.
Show all Agents for the Leasing Specialist role
Made for your department
Send PDF Signature Requests is made for people in these departments.
- Sales Operations
Send approved customer contracts and keep signing links on contract tickets.
Show all Agents for the Sales Operations department - Procurement
Send approved supplier contracts for signature and link requests to tickets.
Show all Agents for the Procurement department - Legal
Send approved legal agreements to named signers and record each request link.
Show all Agents for the Legal department - Contract Management
Send approved contracts for signature and keep request links with each ticket.
Show all Agents for the Contract Management department - Leasing
Send approved lease PDFs for signature and put signer links on the ticket.
Show all Agents for the Leasing department
How Send PDF Signature Requests works
5 steps, in order, on every run.
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Read the ready ticketOpen the ticket when its status changes to Ready to Sign. Check for the approved PDF and signer roles; flag missing details on the ticket.
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Find each signer’s emailSearch your signer directory for each full name. Pause and ask for a contact choice if a match is missing or unclear.
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Check the PDF fieldsMatch signer roles to the PDF’s signature fields. Flag missing fields or a PDF the signing service cannot process.
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Send the signature requestUpload the PDF with matched signers. Send the request using your chosen email subject and message.
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Post signer links to the ticketCollect the request ID and each signer’s link. Add them to a private ticket comment with send confirmation.
How to Get Started
Connect the tools you already use, such as Google Drive, Microsoft Outlook or Airtable.
14 tools
- Choose the contract ticket list and its Ready to Sign status; require the approved PDF, each signer's full name and role, and a private comment area on the ticket.
- Keep signer contacts with current email addresses in the chosen directory; require a clear single match for each full name before sending.
- Use approved PDF layouts with signature fields or field tags assigned to the same signer roles named on the ticket, and choose the request email subject and message.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send PDF Signature Requests:
You choose the contract list and Ready to Sign status. Add a PDF with signature fields assigned to your signer roles. Keep current signer emails in your directory.
The Agent pauses the request and asks for the correct contact on the ticket. You can resolve the match before sending.
If the ticket already has a request ID for that PDF, the Agent checks that request before creating another.
You choose a private ticket comment area for authorized contract staff. The Agent puts each signer’s link there after sending.
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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