Digital signature collection and document routing

Purpose

1.1. Automate digital signature collection and document routing for contracts, purchase orders, and compliance paperwork.
1.2. Automatedly streamline agreements between suppliers, builders, and regulatory bodies.
1.3. Secure, track, and archive documents with automation for audit trails and legal compliance.
1.4. Automator enables notifications, reminders, and real-time status updates for all parties.
1.5. Automating handoffs accelerates procurement, sales, and compliance cycles for building materials suppliers.

Trigger Conditions

2.1. New contract or agreement generated in ERP, CRM, or procurement system.
2.2. Purchase order approval is automatedly completed.
2.3. Workflow rule signals a document requires electronic signature automation.
2.4. Document upload by user into a pre-defined folder or system.
2.5. Custom trigger set in RPA/automation platform (API webhook, scheduler, event webhook).

Platform Variants

3.1. DocuSign
• Feature: eSignature API — automate sending documents for signature
• Sample: Configure “Envelopes: create and send” endpoint for contract templates
3.2. Adobe Acrobat Sign
• Feature: REST API — automate document signing workflows
• Sample: Set up “sendAgreement” API for purchase order signatures
3.3. HelloSign
• Feature: Signature Request API — automation for sending signature requests
• Sample: Automate “signature_request/send” endpoint for supplier forms
3.4. SignNow
• Feature: API — automate document routing and tracking
• Sample: Configure “Create Document Group” and “Invite to Sign” automation
3.5. PandaDoc
• Feature: Document Automation API — automate sending and receiving documents
• Sample: Automate “Send Document for Signature” using API key
3.6. Sertifi
• Feature: eSignature API — automate signature cycles
• Sample: Automate sending documents via “SendEnvelope” endpoint
3.7. OneSpan Sign
• Feature: REST API — automate digital signature workflows
• Sample: “Packages API” to automate multi-party agreement signature
3.8. Zoho Sign
• Feature: Automation API — automate workflow configuration
• Sample: “Send Document” API automatedly triggered by CRM updates
3.9. RightSignature
• Feature: API — automate templated document sending
• Sample: Automate “send_document” after material order creation
3.10. SignEasy
• Feature: REST API — automate transmission and collection of signatures
• Sample: Automate “Send for Signature” with document merge fields
3.11. Formstack Sign
• Feature: API — automate contract and compliance form routing
• Sample: “Send Document” endpoint automatedly used post-approval
3.12. eversign
• Feature: API — automatable signing request and dashboard integration
• Sample: Automate “createDocument” for vendor contracts
3.13. Signable
• Feature: API — automate signature capture for order confirmations
• Sample: “Send Envelope” endpoint for sales contracts
3.14. Foxit eSign
• Feature: API — automate agreement flows and audit capturing
• Sample: Automate “Create and Send Document” through integrated ERP
3.15. Dropbox Sign
• Feature: API — automate bulk sending of signature requests
• Sample: “Bulk Send” automation for subcontractor agreements
3.16. Nitro Sign
• Feature: Workflow API — automator for supply chain documents
• Sample: “CreateSignatureRequest” endpoint configured for bulk orders
3.17. Jotform Sign
• Feature: API — automate form-to-signature routing
• Sample: “Send Document for Signature” after digital form submission
3.18. CudaSign
• Feature: API — automate document send and receive flows
• Sample: “SendDocument” automator triggered on new purchase order
3.19. Kofax SignDoc
• Feature: REST API — automate compliance paperwork routing
• Sample: “CreatePackage” endpoint for regulatory documents
3.20. airSlate SignNow
• Feature: API — automate workflow scenario builder
• Sample: “Invite to Sign” endpoint automated by ERP database event

Benefits

4.1. Accelerates contract completion through automated digital workflows.
4.2. Minimizes manual errors by automated checking for missing signatures.
4.3. Automates compliance documentation and storage for audit-readiness.
4.4. Reduces operational costs and time through paperless, automated routing.
4.5. Enhances visibility with automated status tracking and notifications.
4.6. Increases customer and supplier satisfaction by automating document handling and access.
4.7. Automatable integration with ERP, procurement, and compliance systems.
4.8. Secure, traceable, and automatedly retrievable documentation.