Contract generation and e-signature collection

Purpose

1.1. Automatically generate client contracts tailored to aeronautical engineering projects, reducing manual effort and minimizing errors.
1.2. Dynamically populate contract templates with client and project data from onboarding forms or internal databases.
1.3. Securely route generated contracts for digital signatures, ensuring legal validity and auditable tracking.
1.4. Archive signed agreements in a central document management system and trigger subsequent project or compliance workflows.

Trigger Conditions

2.1. New client onboarding form submission in CRM or website.
2.2. Status change to “Contract Requested” in project management software.
2.3. Manual trigger by sales or legal team via app interface or email.
2.4. Receipt of e-signature completion callback from chosen signature service.

Platform Variants

3.1. DocuSign
• Feature/Setting: eSignature REST API—Send Envelope; sample: Configure template ID and recipient email for contract dispatch.
3.2. Adobe Acrobat Sign
• Feature/Setting: Agreements API—POST /agreements; sample: Map fields from onboarding data to agreement.
3.3. PandaDoc
• Feature/Setting: Document Creation API—Create document from template; populate tokens with client details.
3.4. HelloSign (Dropbox Sign)
• Feature/Setting: Signature Request API; pre-fill contract fields and assign signer roles.
3.5. SignNow
• Feature/Setting: POST /document/add; upload contract draft and initiate signature workflow.
3.6. Zoho Sign
• Feature/Setting: Templates API; auto-populate contract with CRM data and configure reminders.
3.7. Conga Sign
• Feature/Setting: eSignature API—generate contract and distribute for sign-off in workflow.
3.8. Sertifi
• Feature/Setting: eSignature REST API—create envelope, upload document, and send to stakeholders.
3.9. RightSignature
• Feature/Setting: API—Send Document; select reusable template and assign signers by email.
3.10. OneSpan Sign
• Feature/Setting: Create Package endpoint—define package with documents and participant roles.
3.11. Jotform Sign
• Feature/Setting: API—Create document with prefilled fields from form data; send sign request.
3.12. eversign
• Feature/Setting: Document creation endpoint; configure fields and automatic reminders for signing.
3.13. Signable
• Feature/Setting: Create Envelope API; attach contract and define signing order.
3.14. KeepSolid Sign
• Feature/Setting: POST /document; pre-populate from template, assign to multiple recipients.
3.15. SignRequest
• Feature/Setting: Send Document API; link Google Drive or Dropbox for template sourcing.
3.16. Formstack Sign
• Feature/Setting: API—Send document for signature; integrate with Formstack Forms for data prefill.
3.17. Sertifi
• Feature/Setting: API—Automate agreement creation and workflow tracking.
3.18. Salesforce Contracts
• Feature/Setting: Salesforce Contract Object—configure auto-generation rules and e-signature integration.
3.19. Microsoft Power Automate + SharePoint
• Feature/Setting: When List Item Created Trigger—launch contract workflow and store signed copies.
3.20. Google Workspace (Docs + Drive + Apps Script)
• Feature/Setting: Apps Script—merge content into Docs template, save, and email for signature through integrated add-on.

Benefits

4.1. Minimizes manual contract preparation and repetitive data entry.
4.2. Reduces risk of contract errors and compliance issues.
4.3. Accelerates onboarding, enabling engineers to start projects sooner.
4.4. Provides secure, auditable contract trail for legal and client reference.
4.5. Centralizes signed documents, streamlining audits and future retrieval.