Digital signature collection automation

Purpose

1.1. Automate the digital signature collection for client onboarding and compliance documentation in international trade consulting.
1.2. Automator gathers, tracks, and organizes legally binding e-signatures from clients and stakeholders across borders.
1.3. Automated process eliminates manual follow-ups, delays, and paperwork errors, ensuring regulatory compliance and audit readiness.
1.4. Automating signature request means immediate document dispatch, status tracking, reminders, secure archiving and streamlined client experience.
1.5. Automation enables onboarding of clients with global reach while complying with international e-signature regulations and standards.

Trigger Conditions

2.1. Automator initiates upon new client entry into CRM/ERP or onboarding form submission.
2.2. Signature request is automatedly triggered when required documents are generated or uploaded.
2.3. Trigger can be scheduled (time-based), conditional (missing signatures), or action-based (workflow progression).

Platform Variants

3.1. DocuSign
• API: Envelopes: automate document upload and signature tags using Envelopes:create and Envelopes:send
3.2. Adobe Acrobat Sign
• REST API: Agreements:create - automating dispatch of signature requests; Agreements:get - automate status polling
3.3. HelloSign (Dropbox Sign)
• API: SignatureRequest:create_embedded and SignatureRequest:remind for end-to-end signature automation
3.4. PandaDoc
• API: Documents:send and Documents:status for automated generation and tracking of e-signature workflows
3.5. SignNow
• API: Document:create and Invite:create for automating mailout of digital signature requests
3.6. eversign
• REST API: Document:create and Document:send for batch signature automator
3.7. OneSpan Sign
• API: Package:createPackage - automatably generate and send signature packages
3.8. Zoho Sign
• API: sendDocument - create and send automated documents for e-signature
3.9. SignEasy
• API: Request Signature: automate workflows for collecting and reminding pending signature requests
3.10. Signable
• API: SendDocument: automate dispatch of signature requests and automate progress retrieval
3.11. Scrive
• API: Create Transaction and Invite Signatories for automating signing workflows
3.12. RightSignature
• API: Send Document for automating e-signature email workflows
3.13. SignRequest
• API: Documents:send - automate document preparation and signature request flow
3.14. Sertifi
• API: Agreements:create and Agreements:listStatus for automated contract signature automation
3.15. Yousign
• API: Procedure:create and Procedure:send for automating onboarding e-signature processes
3.16. KeepSolid Sign
• API: Document:sendSignatureRequest for automator-based digital signing
3.17. AssureSign
• API: Envelope:create for automating onboarding documentation signatures
3.18. Foxit eSign
• API: Send Document for automated signature collection
3.19. Signicat
• API: SignInitiate for regulatory-compliant, automated e-signature triggers
3.20. Formstack Sign
• API: SigningRequest:create for automating document routing and signature collection
3.21. Signeasy (Business)
• API: Create Signature Request for automating signature dispatch to clients worldwide
3.22. VeriSign
• API: Digital Signature Service for automating digital document authentication workflows

Benefits

4.1. Accelerates onboarding by automating repetitive manual signature collection across borders.
4.2. Automates compliance with international legal standards for documentation authenticity.
4.3. Reduces human error and document loss via end-to-end automating and audit trails.
4.4. Improves client experience with seamless, automated digital signature workflows.
4.5. Enables scalable, automatable document handling for high-volume international consulting firms.
4.6. Enhances data security with automated encryption and secure storage.
4.7. Automated reminders optimize timely completion of onboarding requirements.
4.8. All actions are fully automatable, trackable, and reportable for KPI and SLA management.