Client Management & OnboardingPurpose
1.2 Automate e-signature requests, signature collection, and status notifications, eliminating manual paperwork.
1.3 Ensure all agreements are securely archived and accessible, boosting compliance automation.
1.4 Enable scalable agreement management workflows to handle high contract volumes with minimal human intervention.
Trigger Conditions
2.2 Sales rep marks deal as “Closed Won” in CRM.
2.3 Manual trigger by admin in client management portal.
2.4 Upload or creation of draft agreement template.
2.5 Scheduled yearly contract renewal process initiates automated agreement update.
Platform Variants
• Feature/Setting: API – Envelopes:create, Envelopes:status; generate agreement and send for e-signature automatedly.
3.2 Adobe Sign (Adobe Acrobat Sign)
• Feature/Setting: REST API – POST /agreements; automate contract upload and e-signature tracking.
3.3 PandaDoc
• Feature/Setting: API – Create Document, Request Signature; automate editing, sending, and signature reminders.
3.4 HelloSign (Dropbox Sign)
• Feature/Setting: API – /signature_request/send; automate sending documents and tracking signature status.
3.5 SignNow
• Feature/Setting: API – Create Document Group, Invite to Sign; automate contract sending and monitoring.
3.6 Zoho Sign
• Feature/Setting: API – Send document for signature, Track document status; automate workflow from template upload to completion.
3.7 RightSignature (Citrix)
• Feature/Setting: API – Templates.send; automate document population and dispatch for e-signature.
3.8 SignEasy
• Feature/Setting: API – /v3/signrequest; automate sending document and signature request for completion automation.
3.9 Concord
• Feature/Setting: API – POST /documents, POST /signature_requests; automate contract lifecycle steps.
3.10 OneSpan Sign
• Feature/Setting: REST API – POST /packages; automate agreement building and e-sign sequence.
3.11 eversign
• Feature/Setting: API – Create Document, Request Signature; automate contract dispatch and monitor signature progress.
3.12 Sertifi
• Feature/Setting: API – CreateEnvelope; automates agreement envelope creation and e-signature steps.
3.13 JotForm Sign
• Feature/Setting: API – Send Document for Signature; automates document management and status alerts.
3.14 Formstack Sign
• Feature/Setting: API – POST /sign/request; automate delivery and signature tracking for contracts.
3.15 Foxit eSign
• Feature/Setting: API – Document Request Signature; automate document sending and real-time status monitoring.
3.16 SignRequest
• Feature/Setting: API – POST /signrequest; automate agreement sending, reminders, and status changes.
3.17 GetAccept
• Feature/Setting: API – Create Agreement, Send for Signature; automate multi-stage contract flows.
3.18 Yousign
• Feature/Setting: API – Create Procedure, Add Document; automate signature workflows and completion alerts.
3.19 E-SignLive
• Feature/Setting: API – Create Agreement, Create Signers; automate onboarding agreements and monitor activity logs.
3.20 Legalesign
• Feature/Setting: API – Create Document, Send Agreement; automate legal contract sending and status feedback.
3.21 Airtable
• Feature/Setting: Automate using ‘Create Record’ and ‘Webhook’ integrations to push contract details.
3.22 Salesforce
• Feature/Setting: Automate e-sign workflow with Process Builder/Flow API trigger for new client contracts.
Benefits
4.2 Automator handles signature tracking, ensuring follow-up automation and improved completion rates.
4.3 All signed contracts are automatically archived, boosting compliance and data security.
4.4 Automation reduces manual errors and operational costs, enabling teams to focus on value-added activities.
4.5 Real-time notifications and dashboarding offer enhanced visibility of the agreement lifecycle for admins.