Document signature workflow for agreements

Purpose:

1.1. Automate the process of sending, tracking, and finalizing digital agreements for new aerial photography clients.
1.2. Streamline document preparation, signature capture, and notification for client onboarding.
1.3. Reduce manual errors, legal risk, and turnaround time in the client acquisition phase.

Trigger Conditions:

2.1. New lead entry in CRM or web form submission with client/project details.
2.2. Status change to “Agreement Pending” in project management system.
2.3. Receipt of internal request for contract initiation.

Platform Variants:

3.1. DocuSign
• API: Envelopes:create, configure template ID, recipient email, field mappings.
3.2. Adobe Sign
• REST API: /agreements, configure document, party email, roles, signature type.
3.3. PandaDoc
• API: Documents:Send, set template, assign sender/recipient, attach variables.
3.4. HelloSign
• Endpoint: /signature_request/send_with_template, add signers, CCs, fields.
3.5. SignNow
• API: SendDocument, provide signer’s contact, custom message, expiration.
3.6. SignRequest
• Endpoint: /api/v1/signrequest/, set document, recipient, redirect URL.
3.7. Zoho Sign
• API: sendDocument, define workflow, document, user roles.
3.8. RightSignature
• API: Templates:Send, set template ID, assign signer.
3.9. OneSpan Sign
• REST API: /api/packages, include client details, document, workflow steps.
3.10. eversign
• API: Document:create, set type, recipients, fields.
3.11. Dropbox Sign
• API: send_signature_request, define signers, document, signing order.
3.12. Formstack Sign
• API: Documents:Send, map party fields, timeline.
3.13. Sertifi
• API: SendAgreement, attach PDF, client email, signature blocks.
3.14. Concord
• API: Agreements:create, configure document, assign users, invitations.
3.15. Signeasy
• API: RequestSignature, setup flow, parties, notification config.
3.16. Skribble
• API: /api/v1/signing-request, specify signers, send links.
3.17. Signable
• API: SendEnvelope, assign roles, participants, file upload.
3.18. Signicat
• API: CreateSignatureJob, set job configuration, user data.
3.19. GetAccept
• API: send_document, select template, recipient interaction type.
3.20. Yousign
• API: /procedures, create new procedure, add files, signers.

Benefits:

4.1. Consistent, compliant client agreements are issued instantly for every new aerial imaging lead.
4.2. Real-time updates and reminders reduce follow-up workload and client drop-off.
4.3. Audit trails and status tracking ensure legal and business transparency.
4.4. Scalable onboarding supports rapid business growth and higher client satisfaction.