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Send Agreement Signing Links
Email the signer a dated request and confirm the send to the owner
Use this Agent instantly or customize it - no programming needed
- Approved agreementApproved agreement
Your approved PDF and document ID sit in the ready-to-sign folder.
- Signer detailsSigner details
Your agreement's signature role names the signer and their email address.
- Signing deadlineSigning deadline
Your agreement title gives the agreed date in your chosen time zone.
- Invitation historyInvitation history
Your document history shows whether this signer already has an invitation.
- Agreement ownerAgreement owner
Your agreement owner receives the handoff note after the invitation goes out.
- Shared signer contact
Your online signature account holds agreements, sends signing links, and notifies owners.
- Agreement title correctionAgreement title correction
Your agreement title flags the details its owner must correct before sending.
- Deadline correction requestDeadline correction request
Your owner gets a request to choose a date within the supported signing period.
- Owner handoff noteOwner handoff note
Your owner gets a contact note with the agreement details or a delivery issue.
- Signing invitationSigning invitation
Your signer gets a personal signing link and the agreed deadline by email.
- Invitation statusInvitation status
Your signing account records whether it sent the invitation or delivery failed.
- Owner handoff noteOwner handoff note
Your owner gets a contact note with the agreement details or a delivery issue.
- Owner handoff noteOwner handoff note
Your owner gets a contact note with the agreement details or a delivery issue.
This Agent waits for a prepared agreement in your ready-to-sign folder. It checks the signer, deadline, and invite history, then emails the signing link. It confirms the send and notifies the agreement owner.
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ZoomUsed as:
- Online signature account
Zoom holds agreements, sends signing links, and notifies owners.
PodioUsed as:
- Online signature account
Podio holds agreements, sends signing links, and notifies owners.
Made for your industry
Send Agreement Signing Links is made for businesses in these industries.
- Consulting
Send approved engagement agreements to clients for signature.
Show all Agents for the Consulting industry - Staffing and Recruiting
Send approved client agreements for signature and notify their owners.
Show all Agents for the Staffing and Recruiting industry - Construction
Send approved project contracts to signers and confirm the send.
Show all Agents for the Construction industry - Real Estate
Send approved deal agreements with the agreed signing deadline.
Show all Agents for the Real Estate industry - Legal Services
Send approved client agreements to signers and notify their owners.
Show all Agents for the Legal Services industry - Property Management
Send approved leases to tenants with their signing deadline.
Show all Agents for the Property Management industry
Made for your role
Send Agreement Signing Links is made for people in these roles.
- Sales Operations Specialist
Send approved customer agreements for signature and alert deal owners.
Show all Agents for the Sales Operations Specialist role - Procurement Specialist
Send approved supplier agreements for signature and confirm the send.
Show all Agents for the Procurement Specialist role - Contract Administrator
Send approved contracts with signing deadlines and record the send.
Show all Agents for the Contract Administrator role - Contract Manager
Send approved agreements for signature and flag missing signer details.
Show all Agents for the Contract Manager role - Contract Coordinator
Send approved agreements to named signers and notify their owners.
Show all Agents for the Contract Coordinator role - Legal Assistant
Send approved client agreements for signature and notify the owner.
Show all Agents for the Legal Assistant role - Real Estate Transaction Coordinator
Send approved deal agreements with the agreed signing deadline.
Show all Agents for the Real Estate Transaction Coordinator role - Leasing Coordinator
Send approved leases to named signers and confirm the invitation.
Show all Agents for the Leasing Coordinator role
Made for your department
Send Agreement Signing Links is made for people in these departments.
- Sales Operations
Send approved customer agreements and alert their deal owners.
Show all Agents for the Sales Operations department - Procurement
Send approved supplier agreements and confirm the signing request.
Show all Agents for the Procurement department - Legal
Send approved agreements for signature and notify their owners.
Show all Agents for the Legal department - Contract Management
Send approved agreements to signers and log the confirmed send.
Show all Agents for the Contract Management department - Leasing
Send approved leases with signing deadlines and confirm the send.
Show all Agents for the Leasing department
How Send Agreement Signing Links works
5 steps, in order, on every run.
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Read the prepared agreementOpen the agreement in your ready-to-sign folder. Read the assigned signer, deadline, and invite history.
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Check the sending rulesConfirm the deadline falls within 180 days and the invite is new. Flag missing details for the owner.
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Send the signing requestEmail the assigned signer a personal signing link and the agreed deadline. Set the invitation to expire on that date.
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Confirm the sendCheck the recipient and send time in the invitation history. Flag delivery failures for the owner.
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Notify the ownerAdd a note to the shared signer contact with the agreement link and send time. Mention the owner so they get the handoff.
How to Get Started
Connect the tools you already use, such as Zoom or Podio.
2 tools
- Choose a ready-to-sign folder. The agreement owner places only approved PDFs there after assigning the named signer and email to the signature role.
- Put each agreement's agreed signing deadline in its document title as a date, and choose the time zone used for that date.
- Share signer contacts with the agreement owner and give the Agent permission to send invites and add contact notes.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Agreement Signing Links:
You choose a ready-to-sign folder for approved PDFs. Assign the signer before saving. Add the agreed deadline to the document title.
No. It checks the document history before sending. If an invite already exists for that signer, the owner gets a note about the earlier handoff.
The agreement stays unsent. The owner can correct the signer details or deadline. Choose a future date within the invitation's 180-day limit.
After a successful send, the owner gets a mention in a note on the shared signer contact. The note includes the agreement link and send time.
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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