Automated contract generation and e-signature

Purpose

1.1. Automate contract generation using client data and standard templates during onboarding for accountants.
1.2. Integrate e-signature workflows to send, track, and archive signed contracts.
1.3. Reduce manual effort, minimize errors, support compliance, and accelerate engagement setup in finance/accounting practices.

Trigger Conditions

2.1. New client record created in CRM.
2.2. Onboarding form submission via website or portal.
2.3. Service proposal accepted by client via email/web link.
2.4. Manual trigger by accounting staff when initiating contract process.
2.5. Scheduled batch onboarding event.

Platform Variants

3.1. DocuSign
• API: eSignature REST API / Envelopes: Send, track, download signed PDFs.
3.2. Adobe Sign
• API: REST API / Agreements: Create, send, check status, collect signatures.
3.3. HelloSign (Dropbox Sign)
• API: /signature_request/send: Populate templates, send for signature.
3.4. PandaDoc
• API: /documents/send: Merge client data, send for e-signature.
3.5. SignNow
• API: /document/:id/invite: Upload contract and dispatch for signing.
3.6. Zoho Sign
• API: /requests: Generate document, send signing request.
3.7. OneSpan Sign
• API: POST /packages: Create, assign signer, dispatch contract.
3.8. RightSignature
• API: /public/v1/documents: Initiate e-signature process from template.
3.9. SignEasy
• API: /signature_request/send: Automate document preparation, invitation.
3.10. Sertifi
• API: /api/v2/SendAgreement: Trigger agreement generation and signature.
3.11. SignRequest
• API: /v1/signrequest: Send templated contract for e-signature.
3.12. eversign
• API: /document/create: Assemble/schedule contracts for clients.
3.13. Formstack Sign
• API: /v2/signature-request: Register new contract for client, send.
3.14. Concord
• API: /contracts: Automate document creation and distribution.
3.15. Contractbook
• API: /contracts: Auto-fill data and trigger signature process.
3.16. Nitro Sign
• API: /v1/workflows: Generate and send contract for approval/signing.
3.17. Signable
• API: /v1/documents/send: Upload, assign signers, track status.
3.18. Signaturit
• API: /signature_requests: Initiate digital contract flow.
3.19. Dropbox (via PDF template + signature requests)
• API: Create/Edit PDF, notify for e-signature via integrated service.
3.20. Microsoft Power Automate (Flow)
• Feature: Automate document merge; trigger e-signature with partners listed above.
3.21. Salesforce (Custom/Flow + e-signature AppExchange)
• API/Flow: Trigger contract automation from client object creation.
3.22. Google Docs/Drive (with Google Apps Script API + signature add-ons)
• API: Auto-generate document, pass to e-sign extension API.

Benefits

4.1. Reduces errors from manual contract preparation.
4.2. Accelerates client onboarding lifecycle for accountants.
4.3. Ensures full legal traceability and auditability.
4.4. Increases conversion by enabling frictionless e-signature.
4.5. Consolidates storage and retrieval of compliance documents.
4.6. Enhances client experience with instant, remote engagements.