Collecting and storing digital client signatures on agreements

Purpose

1.1. Automate the collection and storing of legally binding digital client signatures, ensuring a seamless and compliant intake for artwork restoration agreements.
1.2. Automates client authorization, expedites onboarding, minimizes paperwork, and secures documentation.
1.3. Enables real-time digital agreement processing, reduces manual errors, and supports audit and compliance trail for art restoration services.

Trigger Conditions

2.1. Automated trigger upon CRM record creation for a new artwork restoration inquiry.
2.2. Trigger upon submission of client intake form on the website or via email inquiry.
2.3. Trigger when a restoration agreement draft is finalized and requires client approval/signature.

Platform Variants

3.1. DocuSign
• Feature/Setting: eSignature API integration; automate sending agreements and capturing digital signatures.
• Configuration: Use Envelopes::create and Envelopes::list endpoint for workflow automation.

3.2. Adobe Sign
• Feature/Setting: REST API for automating document dispatch & signature capture.
• Configuration: Configure /agreements endpoint for sending agreements and /signingUrls for auditing signed assets.

3.3. HelloSign
• Feature/Setting: Signature Request endpoint; automate digital signature collection.
• Configuration: Use /signature_request/send for dispatch; /signature_request/list for tracking status.

3.4. PandaDoc
• Feature/Setting: API-driven document creation, automated signature capture.
• Configuration: POST /documents, then initiate /documents/send for automating the workflow.

3.5. SignNow
• Feature/Setting: Automated eSignature workflow builder API.
• Configuration: /v2/documents endpoint usage for upload/send and webhook triggers.

3.6. OneSpan Sign
• Feature/Setting: REST API for automating e-signature on restoration agreements.
• Configuration: /packages for agreement package creation and /signingSessions for automated collection.

3.7. SignEasy
• Feature/Setting: Digital forms and agreement signature APIs.
• Configuration: POST /api/signatureRequest and use of webhook for post-signature actions.

3.8. RightSignature
• Feature/Setting: Document automation API for eSignature capture.
• Configuration: POST /public/v1/documents for automated agreement sending.

3.9. Zoho Sign
• Feature/Setting: Automated signature workflow via Zoho API.
• Configuration: POST /signrequests for agreement dispatch and tracking.

3.10. eversign
• Feature/Setting: REST API for document automation and digital signature requests.
• Configuration: /document endpoint for automated document creation and delivery.

3.11. Dropbox Sign
• Feature/Setting: API automation for digital signature requests.
• Configuration: /v3/signature_request/send endpoint automates workflow.

3.12. Formstack Sign
• Feature/Setting: API for automating signable document workflows.
• Configuration: /documents endpoint to automate agreement dispatch.

3.13. Sertifi
• Feature/Setting: API-driven agreement automation and signature collection.
• Configuration: /api/v2/Envelopes for agreement automation.

3.14. Signable
• Feature/Setting: REST API for trigger-based document signature requests.
• Configuration: POST /api/templates/:id/send_document for automating agreements.

3.15. SignRequest
• Feature/Setting: API for automated sending of signable agreements.
• Configuration: /api/v1/signrequest/ endpoint for automation.

3.16. Signicat
• Feature/Setting: eID/e-signature automation and document storage.
• Configuration: /signature/documents endpoint automates workflow.

3.17. CudaSign (SignNow)
• Feature/Setting: RESTful workflow for document e-signature automation.
• Configuration: /api/document endpoint for automated collection.

3.18. Foxit eSign
• Feature/Setting: API to automate agreement management and signature capture.
• Configuration: /api/signature for webhooks and automation.

3.19. Legalesign
• Feature/Setting: Automated agreement dispatch and signature workflow API.
• Configuration: /api/v1/documents for automated process.

3.20. Conga Sign
• Feature/Setting: Automates signature request flows using REST API.
• Configuration: /api/signature/v1/requests for automating dispatch and tracking.

3.21. Jotform Sign
• Feature/Setting: Trigger-based document workflow and signature collection.
• Configuration: Automated integration with /documents/sign using webhook.

4. Benefits

4.1. Automatedly eliminates manual paperwork, accelerates client onboarding, and ensures compliance.
4.2. Automation provides auditable and tamper-proof signature logs for regulatory purposes.
4.3. Automates follow-up reminders and status checks, reducing delays in the signature process.
4.4. Automator unifies client records by saving signed agreements directly to secure digital storage.
4.5. Automate data validation and integration with CRM and project management platforms.
4.6. Automates notifications to internal teams when agreements are signed, expediting restoration workflow.
4.7. Enables automatable custom workflows for multi-party sign-off if artwork owners have shared custodianship.