- AI-Agent
- Ready to Run
Send Signature Requests
Email signers from an agreement handoff and return their links
Use this Agent instantly or customize it - no programming needed
- Handoff emailHandoff email
Your owner's labeled email starts the run and keeps the reply in the original thread.
- the approved agreement PDFthe approved agreement PDF
The PDF of the approved agreement contains signature fields for everyone who must sign.
- Signer contactsSigner contacts
Your owner names each required signer and their email address in the handoff.
- Signing instructionsSigning instructions
Your handoff matches signers to signature fields and gives any required signing order.
- Invitation noteInvitation note
Your owner supplies the personal note to include in each signing invitation.
- Sending rulesSending rules
Your setup names the owners allowed to send handoffs and the sender for invitations.
Zoom reads labeled handoffs and replies to the owner with signer links.
- Correction replyCorrection reply
Your owner gets the exact missing detail or unclear instruction to fix in the handoff thread.
- Signing documentSigning document
Your signing account holds the PDF with its fields assigned to the named signers.
Your online signing tool sends the PDF for signature and returns a unique link for each signer.
- Signing invitationsSigning invitations
Each named signer receives a personal email request with a unique link to sign online.
- Sending issue replySending issue reply
Your owner gets a reply explaining which invitation or signer link the signing service could not confirm.
- Owner confirmationOwner confirmation
Your owner gets the invitation wording, sent status, and each signer's link in the original thread.
This Agent reads your labeled agreement email, then checks the PDF and signer details. It sends personal signing requests and replies with the invitation wording and signer links.
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Google DriveUsed as:
- Online signing tool
Google Drive sends the PDF for signature and returns a unique link for each signer.
ZoomUsed as:
- Email app
Zoom reads labeled handoffs and replies to the owner with signer links.
- Online signing tool
Zoom sends the PDF for signature and returns a unique link for each signer.
Google ContactsUsed as:
- Online signing tool
Google Contacts sends the PDF for signature and returns a unique link for each signer.
PandaDocUsed as:
- Online signing tool
PandaDoc sends the PDF for signature and returns a unique link for each signer.
DocusignUsed as:
- Online signing tool
Docusign sends the PDF for signature and returns a unique link for each signer.
Made for your industry
Send Signature Requests is made for businesses in these industries.
- Software
Send approved customer agreements for signature and confirm invitations.
Show all Agents for the Software industry - Consulting
Send approved client agreements for signature and share invitation links.
Show all Agents for the Consulting industry - Staffing and Recruiting
Send approved placement agreements for signature and share signer links.
Show all Agents for the Staffing and Recruiting industry - Construction
Send approved subcontract agreements for signature and return signer links.
Show all Agents for the Construction industry - Financial Services
Send approved account agreements to named signers and confirm invitations.
Show all Agents for the Financial Services industry - Real Estate
Send approved purchase agreements for signature and share signer links.
Show all Agents for the Real Estate industry - Legal Services
Send approved engagement agreements for signature and return signer links.
Show all Agents for the Legal Services industry - Property Management
Send approved leases for signature and return each signer's link.
Show all Agents for the Property Management industry
Made for your role
Send Signature Requests is made for people in these roles.
- Account Executive
Send approved deal agreements to customers and share signing links.
Show all Agents for the Account Executive role - Sales Operations Specialist
Send approved sales agreements to signers and confirm invitations.
Show all Agents for the Sales Operations Specialist role - Procurement Specialist
Send approved supplier agreements for signature and return signer links.
Show all Agents for the Procurement Specialist role - Account Manager
Send approved client agreements for signature and confirm invitations.
Show all Agents for the Account Manager role - Real Estate Agent
Send approved deal agreements to clients for signature and share links.
Show all Agents for the Real Estate Agent role - Contract Administrator
Send approved contract PDFs for signature and return signer links.
Show all Agents for the Contract Administrator role - Legal Operations Specialist
Send approved agreements to signers and report their invitation links.
Show all Agents for the Legal Operations Specialist role - Contract Manager
Send approved agreements for signature and confirm who was invited.
Show all Agents for the Contract Manager role - Leasing Specialist
Send approved leases to renters for signature and share signer links.
Show all Agents for the Leasing Specialist role - Paralegal
Send approved matter agreements for signature and return signer links.
Show all Agents for the Paralegal role - Contract Coordinator
Turn final agreement handoffs into sent signature requests.
Show all Agents for the Contract Coordinator role - Legal Assistant
Send final client agreements for signature and reply with signer links.
Show all Agents for the Legal Assistant role
Made for your department
Send Signature Requests is made for people in these departments.
- Sales
Send approved customer agreements for signature and share signer links.
Show all Agents for the Sales department - Sales Operations
Send approved deal agreements to signers and confirm invitations.
Show all Agents for the Sales Operations department - Client Services
Send approved client agreements for signature and return signer links.
Show all Agents for the Client Services department - Procurement
Send approved supplier agreements for signature and share invitation links.
Show all Agents for the Procurement department - Legal
Send approved agreements for signature and report each signer's link.
Show all Agents for the Legal department - Contract Management
Turn final agreements into signature requests and confirm what went out.
Show all Agents for the Contract Management department
How Send Signature Requests works
5 steps, in order, on every run.
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Read the agreement handoffRead the labeled email from an owner you authorize. Download the attached agreement PDF and collect signer instructions.
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Check the signing packetCheck the PDF and signer details for missing fields or unclear roles. Ask the owner to correct anything incomplete.
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Prepare the signature requestUpload the PDF and match signers to their signature fields. Set the signing order when the owner provides one.
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Email personal invitationsSend the request with the owner's note. Confirm the signing service reports it sent and provides signer links.
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Reply with the invitation detailsReply in the original email thread with what went out and each signer's link. Report any sending failure without claiming delivery.
How to Get Started
Connect the tools you already use, such as Google Drive, Zoom or Google Contacts.
5 tools
- Choose the inbox label for final agreements ready to send and the owners allowed to use it.
- Agree on the handoff format: one approved PDF with signature fields, every signer's full name and email, signing order if needed, and the personal note to include.
- Connect the email account and signing account, and choose the sender name used for signing invitations.
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 Requests:
Send the final PDF, every signer's name and email, and your invitation note. Include signing order when it matters.
No. Your PDF needs signature fields assigned to signer roles. If any are missing, the Agent replies in the handoff thread with the correction needed.
You get a reply in the handoff thread explaining what failed. The Agent only confirms invitations when the service reports them sent and provides links.
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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