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Send Signature Request
Send client agreements for signing and record the request on the project
Use this Agent instantly or customize it - no programming needed
- approved projectapproved project
Your project entering the Approved stage starts a run for its agreement.
- the approved agreementthe approved agreement
Your team keeps the required signature lines and file access on the approved agreement.
- named signernamed signer
Your project names the client who should sign and gives their email address.
- send historysend history
Your project activity shows whether someone already sent the approved agreement.
Your client project management tool holds client projects and sends their agreements for signature.
- private project noteprivate project note
Your account owner sees the signing link and send status, or what needs fixing, on the project.
- private project noteprivate project note
Your account owner sees the signing link and send status, or what needs fixing, on the project.
- private project noteprivate project note
Your account owner sees the signing link and send status, or what needs fixing, on the project.
- signature requestsignature request
Your signer receives an email link to open the approved agreement and sign it.
- private project noteprivate project note
Your account owner sees the signing link and send status, or what needs fixing, on the project.
- private project noteprivate project note
Your account owner sees the signing link and send status, or what needs fixing, on the project.
This Agent starts when a client project enters your chosen Approved stage. It checks the final agreement and named signer, then emails the signature request. You find the link and send confirmation in a private project note.
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Google DriveUsed as:
- Client project management tool
Google Drive holds client projects and sends their agreements for signature.
monday.comUsed as:
- Client project management tool
monday.com holds client projects and sends their agreements for signature.
AsanaUsed as:
- Client project management tool
Asana holds client projects and sends their agreements for signature.
ZoomUsed as:
- Client project management tool
Zoom holds client projects and sends their agreements for signature.
Google ContactsUsed as:
- Client project management tool
Google Contacts holds client projects and sends their agreements for signature.
Made for your industry
Send Signature Request is made for businesses in these industries.
- Advertising and Marketing
Send approved campaign agreements to clients for signature.
Show all Agents for the Advertising and Marketing industry - IT Services
Send approved IT service agreements to the named client signer.
Show all Agents for the IT Services industry - Consulting
Send approved consulting agreements to clients for signature.
Show all Agents for the Consulting industry - Construction
Send approved build contracts to the named client signer.
Show all Agents for the Construction industry - Graphic Design
Send approved creative agreements for client signature.
Show all Agents for the Graphic Design industry - Video Production
Send approved production contracts to the named client signer.
Show all Agents for the Video Production industry - Legal Services
Send approved client engagement agreements for signature.
Show all Agents for the Legal Services industry - Public Relations
Send approved PR engagement agreements to the client signer.
Show all Agents for the Public Relations industry - Market Research
Send approved research project agreements to client signers.
Show all Agents for the Market Research industry - Architecture and Engineering
Send approved design service agreements to the client signer.
Show all Agents for the Architecture and Engineering industry - Management Consulting
Email approved advisory agreements to client signers.
Show all Agents for the Management Consulting industry - Event Management
Send approved event contracts to the client's named signer.
Show all Agents for the Event Management industry - Accounting and Bookkeeping
Send approved bookkeeping agreements to the client signer.
Show all Agents for the Accounting and Bookkeeping industry - Corporate Training
Send approved training agreements to the client signer.
Show all Agents for the Corporate Training industry - Photography
Email approved shoot contracts to the client's signer.
Show all Agents for the Photography industry - Interior Design
Email approved interior design contracts to the client signer.
Show all Agents for the Interior Design industry - Coaching
Send approved coaching agreements to clients for signature.
Show all Agents for the Coaching industry
Made for your role
Send Signature Request is made for people in these roles.
- Account Executive
Send the final approved agreement to the deal's named signer.
Show all Agents for the Account Executive role - Graphic Designer
Send approved design contracts to the right client signer.
Show all Agents for the Graphic Designer role - Sales Operations Specialist
Send approved deal agreements for signature and record the link.
Show all Agents for the Sales Operations Specialist role - Business Development Manager
Send approved new-client agreements to the named signer.
Show all Agents for the Business Development Manager role - Business Owner
Send approved client contracts to the named signer.
Show all Agents for the Business Owner role - Account Manager
Send approved client agreements and log the signing link on the project.
Show all Agents for the Account Manager role - Contract Administrator
Confirm an approved contract's request was sent to its signer.
Show all Agents for the Contract Administrator role - Contract Manager
Keep the approved agreement's signing request visible in the project.
Show all Agents for the Contract Manager role - Consultant
Send approved engagement agreements to the client signer.
Show all Agents for the Consultant role - Account Coordinator
Confirm the signing request and share its link in the project.
Show all Agents for the Account Coordinator role - Contract Coordinator
Check the signer before sending the approved agreement.
Show all Agents for the Contract Coordinator role - Client Services Manager
See the signing link and confirmed send on each approved project.
Show all Agents for the Client Services Manager role - Client Services Coordinator
Put the signing link and send confirmation in the client project.
Show all Agents for the Client Services Coordinator role - Photographer
Send the approved shoot contract to the client's signer.
Show all Agents for the Photographer role - Event Planner
Email approved event contracts to the named client signer.
Show all Agents for the Event Planner role - Interior Designer
Send approved interior design agreements for client signature.
Show all Agents for the Interior Designer role - Videographer
Send approved video project contracts to the client signer.
Show all Agents for the Videographer role
Made for your department
Send Signature Request is made for people in these departments.
- Sales
Send approved deal agreements to clients for signature.
Show all Agents for the Sales department - Sales Operations
Record the signing link and confirmed send on the client project.
Show all Agents for the Sales Operations department - Client Services
Share each approved project's signing link and send confirmation.
Show all Agents for the Client Services department - Business Development
Send signed-off client agreements to their named signers.
Show all Agents for the Business Development department - Contract Management
Check the signer and prior sends before emailing the final agreement.
Show all Agents for the Contract Management department - Account Management
Send approved client agreements and keep their links with each project.
Show all Agents for the Account Management department
How Send Signature Request works
4 steps, in order, on every run.
-
Open the client projectFind the final contract and named signer when the project reaches your chosen Approved stage.
-
Verify the signing requestCheck the signer's email and signature line. Review earlier sends so the same contract gets no second request.
-
Email the signature requestGive the named signer access to the contract, then email the signing request through the project.
-
Confirm the send on the projectConfirm the file's sent activity. Leave the account owner a private note linking to the request and confirming the send.
How to Get Started
Connect the tools you already use, such as Google Drive, monday.com or Asana.
5 tools
- Choose the Approved pipeline stage as the trigger and require the final contract smart file to be ready in the project before it enters that stage.
- Identify the external signer on each project with a unique email address and assign that participant a required signature line; keep the internal countersigner on the contract.
- Make the account owner a team member on the project so they can see its private note and file activity.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Signature Request:
Choose the Approved stage and place the final contract in the project. Name the signer with a unique email and required signature line. Add the account owner as a project team member.
You see the exact correction in a private project note, and the Agent holds the request.
You get its existing link and send status in a private project note. The Agent does not send a second request.
You get a private project note saying the request could not be confirmed and needs a retry.
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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