Digital contract generation and e-signature collection

Purpose

1. Automate the creation, delivery, and e-signature acquisition of digital rental agreements for appliance leasing.

2. Streamlines customer onboarding by generating personalized contracts based on rental selections.

3. Enables secure e-signature capture to finalize agreements and trigger provisioning or delivery workflows.

4. Reduces administrative effort by centralizing contract tracking, reminders, and archival upon completion.

Trigger Conditions

1. Customer submits a rental application via online form or in-person intake system.

2. Sales representative manually updates CRM stage to "Ready for Contract".

3. Payment of initial booking fee is confirmed.

4. Document status in CRM or contract management platform changes to "Pending Signature".

Platform Variants

1. DocuSign

• API: Envelopes:create (send contract for signature, set recipient email and template)
  

2. Adobe Sign

• API: POST /agreements (generate agreement, assign signer, define signature order)
  

3. HelloSign

• API: signature_request/send_with_template (populate template fields, specify signer contact)
  

4. PandaDoc

• API: POST /documents (merge rental data and send for e-signature)
  

5. SignNow

• API: POST /document (upload contract and assign signers with email)
  

6. RightSignature

• API: /public/v1/documents (upload document, configure email notifications for signature)
  

7. Zoho Sign

• Function: createDocumentFromTemplate (insert data into fields, request recipient authentication)
  

8. Conga Sign

• API: /api/v2/agreements (auto-generate document, trigger e-sign request to renter)
  

9. OneSpan Sign

• API: /api/packages (compose agreement, assign authentication method, send to customer)
  

10. eversign

• API: /document/create (auto-fill variables, define workflow, email to customer for signing)
  

11. Sertifi

• Feature: API v2 signature request (upload file, add customer email, configure reminders)
  

12. SignRequest

• API: /api/v1/signature-request/ (create and dispatch signature links)
  

13. SignEasy

• API: POST /signatureRequests (select template, attach recipient, monitor progress)
  

14. Yousign

• API: /procedures (initialize contract procedure, add roles for signer)
  

15. Formstack Sign

• API: /api/v2/documents (insert contract fields, add workflow recipient)
  

16. Dropbox Sign

• Endpoint: signature_request/send (assign contract, define custom branding per tenant)
  

17. Signable

• API: /v1/envelopes (upload contract, define fields, allocate customer recipient)
  

18. Contractbook

• API: /documents (populate contract, start signature flow, get events on status update)
  

19. Scrive

• API: /api/v1/document (submit contract, setup SMS/email notifications to customers)
  

20. Sertifier

• API: /v2/documents (automate issue, notify recipient, track status)
  

Benefits

1. Accelerates rental agreement turnaround, removing delays from manual paperwork.

2. Enhances compliance by enabling mandatory signer validation and digital audit trails.

3. Reduces errors by automatically populating contract fields based on customer data.

4. Improves customer experience with instant, mobile-friendly signature collection.

5. Enables real-time status updates, reminders, and follow-up automations to reduce drop-off.