- AI-Agent
- Ready to Run
Send Signature Requests
Email clients a signing invitation and copy the agreement owner
Use this Agent instantly or customize it - no programming needed
- agreement approval alertagreement approval alert
Your approval alert identifies the agreement ready for a client signature request.
- agreementagreement
Your agreement shows its title and current status before anyone receives an invitation.
- signing deadlinesigning deadline
Your agreement's expiration date sets the deadline to mention in the invitation.
- client signerclient signer
Your assigned client signer is the person who receives the request to sign.
- signature fieldssignature fields
Your client needs assigned signature fields before the agreement can go out.
- owner CC recipientowner CC recipient
Your owner CC recipient receives the invitation alongside the client signer.
- email preferencesemail preferences
Your sender name, tone, and question wording guide the short request.
Your signing workspace shows approved agreements and sends signing invitations with your message.
- owner updateowner update
You learn why the invitation stopped and what needs your attention.
- owner updateowner update
You learn why the invitation stopped and what needs your attention.
- client signing invitationclient signing invitation
Your client receives the signing link, deadline, and your short message by email.
- owner invitation copyowner invitation copy
You receive a copy of the client's invitation as the agreement's CC recipient.
- owner updateowner update
You learn why the invitation stopped and what needs your attention.
- agreement send resultagreement send result
Your agreement shows sent status and identifies the request you can check.
This Agent waits for an agreement to pass approval. It checks the signer, deadline, and owner copy, then sends a short email invitation. You can see when the agreement is sent.
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PandaDocUsed as:
- Signing workspace
PandaDoc shows approved agreements and sends signing invitations with your message.
eSignaturesUsed as:
- Signing workspace
eSignatures shows approved agreements and sends signing invitations with your message.
Made for your industry
Send Signature Requests 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 clients for signature.
Show all Agents for the IT Services industry - Consulting
Send approved engagement agreements to clients for signature.
Show all Agents for the Consulting industry - Staffing and Recruiting
Send approved staffing agreements to clients for signature.
Show all Agents for the Staffing and Recruiting industry - Construction
Send approved project agreements for client signature.
Show all Agents for the Construction industry - Real Estate
Send approved client representation agreements for signature.
Show all Agents for the Real Estate industry - Legal Services
Send approved engagement agreements to clients with a signing deadline.
Show all Agents for the Legal Services industry - Property Management
Send approved management agreements to owners for signature.
Show all Agents for the Property Management industry - Architecture and Engineering
Send approved design agreements to clients for signature.
Show all Agents for the Architecture and Engineering industry - Management Consulting
Send approved advisory agreements to clients for signature.
Show all Agents for the Management Consulting industry - Event Management
Send approved event agreements to clients with a signing deadline.
Show all Agents for the Event Management industry - Accounting and Bookkeeping
Send approved client service agreements with a clear signing deadline.
Show all Agents for the Accounting and Bookkeeping industry
Made for your role
Send Signature Requests is made for people in these roles.
- Account Executive
Send approved deal agreements with a clear signing deadline.
Show all Agents for the Account Executive role - Sales Representative
Send approved customer agreements with a short signing note.
Show all Agents for the Sales Representative role - Account Manager
Send approved client agreements for signature and receive a copy.
Show all Agents for the Account Manager role - Contract Administrator
Send approved agreements to signers and copy their owners.
Show all Agents for the Contract Administrator role - Contract Manager
Send approved agreements for signature and confirm they were sent.
Show all Agents for the Contract Manager role - Contract Coordinator
Send approved agreements for signature after checking recipients.
Show all Agents for the Contract Coordinator role - Client Services Coordinator
Send approved client agreements and copy their owners.
Show all Agents for the Client Services Coordinator role
Made for your department
Send Signature Requests is made for people in these departments.
- Sales
Send approved sales agreements with a signing deadline.
Show all Agents for the Sales department - Client Services
Send approved service agreements to clients by email.
Show all Agents for the Client Services department - Legal
Send approved client engagement agreements for signature.
Show all Agents for the Legal department - Business Development
Send approved new client agreements for signature.
Show all Agents for the Business Development department - Contract Management
Send approved agreements after checking signers and deadlines.
Show all Agents for the Contract Management department - Account Management
Send approved client agreements and copy account owners.
Show all Agents for the Account Management department
How Send Signature Requests works
5 steps, in order, on every run.
-
Check approval statusConfirm the agreement is approved and unsent. Share its current status if it changed or was already sent.
-
Check signer and deadlineConfirm the client signer, signature fields, signing deadline, and owner copy. Leave it unsent and tell you what is missing.
-
Write the signature requestDraft a short subject and email asking the client to sign by your chosen deadline. Include how to ask a question.
-
Send the invitationEmail the signing invitation to the client and copy the agreement owner. Keep email notifications on.
-
Confirm the sendCheck that the agreement shows sent with the intended signer and owner copy. Report a failed send for you to handle.
How to Get Started
Connect the tools you already use, such as PandaDoc or eSignatures.
2 tools
- Use an agreement workflow that reaches an approved status before external sending and includes the client's assigned signature fields.
- Before submitting each agreement for approval, set its expiration date to the agreed signing deadline and add the agreement owner as a CC recipient before the client signer in any signing order.
- Set the preferred sender name, brief email tone, and approved wording for questions about the agreement.
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:
You set the agreement's expiration date before approval. The Agent uses that date in the email and leaves the agreement unsent if it is missing.
Yes. Add the owner as a CC recipient before the client signer in the signing order. The owner then receives a copy of the document invitation.
The Agent leaves the agreement unsent and tells the owner what to correct. You can update the agreement before sending an invitation.
Yes. You can set the preferred sender name, email tone, and wording for questions. The Agent writes a short subject and message for the agreement.
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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