Send Signature Request AI-Agents for Client Services working with Box
Send an approved agreement to its required signers for online signature.
Send approved client renewals and confirm the invitation time.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
26 toolsSend approved agreements and keep client case handoffs clear.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsSend client agreements and see who still needs to sign.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
24 toolsSend client agreements after approval and record the send status.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 tools
