Digital contract and e-signature workflows

Purpose

1.1. Enable seamless generation, delivery, review, and completion of digital sales contracts and e-signature capture during air conditioning unit order processing.
1.2. Streamline contract creation, authentication, and archiving for customer purchases, reducing manual paperwork and expediting transaction closure.
1.3. Integrate contract data with CRM, order management, and invoicing platforms for audit trails, compliance, and downstream processing.

Trigger Conditions

2.1. New customer order submitted via online store, POS, or CRM.
2.2. Sales representative updates deal stage to "Proposal Sent" or "Contract Ready."
2.3. Payment threshold reached, requiring authorization before fulfillment.

Platform Variants

3.1. DocuSign
• Feature/Setting: Envelopes API — Configure template-based envelope creation and automated recipient routing upon order event.

3.2. Adobe Acrobat Sign
• Feature/Setting: POST /agreements — Auto-generate agreement from sales data and notify signers.

3.3. HelloSign
• Feature/Setting: /signature_request/send_with_template — Trigger template population and email signatory.

3.4. PandaDoc
• Feature/Setting: POST /documents — Merge customer/order data fields and request digital signature.

3.5. RightSignature
• Feature/Setting: Template API — Automate template selection and assign signer roles.

3.6. SignNow
• Feature/Setting: POST /document — Auto-populate sales contract and invite signers.

3.7. SignEasy
• Feature/Setting: Template API — Push marketing proposal PDF, route for sequential signature.

3.8. Zoho Sign
• Feature/Setting: Send Document API — Initiate contract based on Zoho CRM or Books event trigger.

3.9. Concord
• Feature/Setting: Contracts API — Auto-draft and share contract via sales opportunity workflow.

3.10. OneSpan Sign
• Feature/Setting: Packages API — Create signing package and dispatch to all parties.

3.11. GetAccept
• Feature/Setting: Send Document API — Link sales value, auto-send contract for view and sign.

3.12. Sertifi
• Feature/Setting: API — Generate contract at order stage, assign to customers for e-signature.

3.13. Dropbox Sign
• Feature/Setting: /signature_request/send — Auto-send sales proposal with entity merge.

3.14. Formstack Sign
• Feature/Setting: Send Document, use Formstack Documents API for contract auto-fill.

3.15. eversign
• Feature/Setting: CreateDocument endpoint — Prefill fields, initiate signature workflow.

3.16. Foxit eSign
• Feature/Setting: Send Document API — Auto-generate and dispatch contracts on new deal.

3.17. SignRequest
• Feature/Setting: Documents API — Populate template and initiate signature process.

3.18. Yousign
• Feature/Setting: POST /procedures — Push sales contract file and collect digital consent.

3.19. Jotform Sign
• Feature/Setting: API — Send sales agreement for customer’s electronic signature.

3.20. Signable
• Feature/Setting: API — Configure auto-send functionality upon order confirmation.

Benefits

4.1. Reduces manual contract handling and potential for lost or incomplete paperwork.
4.2. Provides audit trails, multi-platform notifications, and secure document management.
4.3. Accelerates sales closing, increases compliance, and minimizes friction for both staff and customers.
4.4. Enables order data integration with invoicing, ERP, and customer support systems.
4.5. Enhances customer experience by offering fast, mobile-friendly transaction completion.