Lead Management & Client OnboardingPurpose
1.2. Capture and document consent for restoration scope, pricing, and policies, streamlining the compliance process for antique furniture restoration service providers.
1.3. Automate the secure delivery, tracking, reminder, and archiving of signed documents to accelerate onboarding and reduce manual bottlenecks.
Trigger Conditions
2.2. Change of CRM status to ‘Qualified,’ ‘Proposal Accepted,’ or ‘Contract Sent’.
2.3. Receipt of affirmative email, SMS, or form submission requesting formal agreement.
2.4. Manual trigger by staff after price/scope confirmation or client verbal sign-off.
Platform Variants
3.1. DocuSign
• Feature/Setting: Use "Envelopes: create" API to send digital contracts with signature fields pre-filled using onboarding data.
• Sample: POST /v2.1/accounts/{accountId}/envelopes
3.2. Adobe Sign
• Feature/Setting: Trigger "agreement creation" using REST API when CRM stage changes; auto-map client data.
• Sample: POST /agreements
3.3. HelloSign (Dropbox Sign)
• Feature/Setting: Configure "Signature Request Send With Template" action via API; use lead email and pre-defined template.
• Sample: POST /signature_request/send_with_template
3.4. PandaDoc
• Feature/Setting: Automate "Create Document" from template with dynamic fields; use webhook for trigger.
• Sample: POST /documents
3.5. SignNow
• Feature/Setting: Invoke "Create Document Group" via API when proposal is accepted.
• Sample: POST /document-groups
3.6. Zoho Sign
• Feature/Setting: Enable "Send Document" automation from CRM deal stage; pre-fill client fields from onboarding forms.
• Sample: POST /documents
3.7. RightSignature
• Feature/Setting: Use "Send Document for Signature" API after form submission.
• Sample: POST /public/v1/documents
3.8. Eversign
• Feature/Setting: Trigger "Send Document for Signature" from pipeline update event.
• Sample: POST /document
3.9. SignRequest
• Feature/Setting: Push lead data into "Create SignRequest" endpoint on Google Form completion.
• Sample: POST /v1/signrequest/
3.10. Sertifi
• Feature/Setting: Automated "Create Envelope" when deal moves to 'Ready to Contract’.
• Sample: POST /api/v2/Envelopes/CreateEnvelope
3.11. OneSpan Sign
• Feature/Setting: "Create Package" API configured for onboarding templates.
• Sample: POST /api/packages
3.12. SignEasy
• Feature/Setting: Use "Send Document for Signature" endpoint in workflow after doc merge.
• Sample: POST /v1/document/request_signature
3.13. Signable
• Feature/Setting: Deploy "Send Envelope" function using email from CRM.
• Sample: POST /envelopes
3.14. Formstack Sign
• Feature/Setting: API – Initiate signature request after data mapping from lead form.
• Sample: POST /signature_requests
3.15. CudaSign (now SignNow)
• Feature/Setting: Send documents using "Create and Send Signature Request".
• Sample: POST /document
3.16. GSign (Google Apps Script + Google Docs)
• Feature/Setting: Script to generate contract, merge data, email link for e-signature via Add-on.
3.17. Dropbox Forms
• Feature/Setting: "Send Document for eSignature" after new lead enters Google Sheets.
3.18. Salesforce eSign
• Feature/Setting: Process Builder to trigger "Send for Signature" when Opportunity Stage = ‘Contract Sent’.
3.19. HubSpot eSignature Integration
• Feature/Setting: Custom Workflow Action to send contract using e-signature app integration.
3.20. Pipedrive eSign
• Feature/Setting: Trigger "Send Document for Signature" on Deal milestone using eSign plugin or API.
Benefits
4.2. Ensures compliance, accurate record-keeping, and legal enforceability of restoration agreements.
4.3. Increases conversion rate by providing clients with a seamless, digital onboarding experience.
4.4. Minimizes manual errors, freeing staff for high-value restoration and consultative work.
4.5. Automates reminders and archiving, accelerating revenue realization from new projects.