E-signature requests and reminders

Purpose

1.1. Digitize the collection of client signatures on proposals, quotations, and contracts for acoustical consulting projects.
1.2. Automate initiation, delivery, tracking, and follow-up of e-signature requests to reduce delays and manual intervention.
1.3. Maintain compliant, timestamped records of signed documents for audit and project management purposes.
1.4. Integrate signed document status with CRM, project management, and billing systems for seamless workflow progression.

Trigger Conditions

2.1. Creation or approval of a new proposal or quotation document in a document management system.
2.2. Update or status change on a deal, lead, or opportunity in the CRM to 'Proposal Sent'.
2.3. Direct request from project manager or sales staff via a form, email, or web app.
2.4. Receipt of client feedback requesting contractual documentation.
2.5. Scheduled follow-up reminders based on document status and elapsed time.

Platform Variants

3.1. DocuSign
• API: Envelopes:create / Envelopes:updateRecipients for sending and managing signature requests.
3.2. Adobe Acrobat Sign
• REST API: /agreements endpoint for sending e-signature documents, /reminders endpoint for reminder automation.
3.3. HelloSign
• API: /signature_request/send with custom fields for contracts and /reminder/send for tracking.
3.4. PandaDoc
• API: /documents/send and /documents/reminders for sending documents and reminders.
3.5. SignNow
• API: /v2/documents endpoint for sending docs, /v2/reminders to automate follow-up.
3.6. SignRequest
• API: /api/v1/signrequest to create e-signature flow, /api/v1/reminder for additional notifications.
3.7. RightSignature
• API: /public/v1/templates/send for proposals, /reminders for late signers.
3.8. OneSpan Sign
• REST API: /packages endpoint for dispatching documents, /packages/{packageId}/reminders for status tracking.
3.9. Zoho Sign
• API: /v1/requests endpoint for new requests, /v1/reminders to trigger follow-ups.
3.10. eversign
• API: /document/send and /document/remind for issuing and chasing signatures.
3.11. Sertifi
• API: /api/finance/send_envelope and /api/reminders for automating process flows.
3.12. Dropbox Sign
• API: /api/v3/signature_request/send and /signature_request/remind for status management.
3.13. CudaSign (Now SignNow)
• API endpoints as in 3.5.
3.14. AssureSign
• API: /api/v3/Documents for submission and /api/v3/Reminders for reminders.
3.15. RSign
• API: /api/send for dispatching requests, /api/remind for reminders.
3.16. Secured Signing
• API: /rest/document/send and /rest/document/sendReminder for full life-cycle automation.
3.17. SIGNiX
• API: /api/sendEnvelope and /api/sendReminder for all signature phases.
3.18. Signable
• API: /api/v1/envelopes/send and /api/v1/reminders for signature chasing.
3.19. Foxit eSign
• API: /v1/document/send and /v1/reminder for ongoing requests and escalation.
3.20. KeepSolid Sign
• API: /api/v1/documents/send and /api/v1/documents/remind for collaboration.
3.21. Scrive
• API: /docs endpoint for sending, /reminders for follow-ups.
3.22. ApproveMe WP E-Signature
• REST API: /documents/send for WP workflows, /reminders for progress status.

Benefits

4.1. Minimizes project delays through instant, automated signature requests and reminders.
4.2. Enhances compliance, traceability, and ensures secure, legally valid approvals.
4.3. Reduces manual tracking, enabling project teams to focus on high-value tasks.
4.4. Improves customer experience with clear, streamlined signature flows.
4.5. Integrates signed contracts into downstream billing, resource planning, and analytics automatically.