E-signature requests and status tracking

Purpose

1.1. Automate e-signature collection and status tracking for Saturn dealership corporate sales agreements, contracts, and authorizations.
1.2. Automates document delivery to clients, tracks opening/viewing, and follows up based on status changes.
1.3. Integrates digital signature requests automatedly into CRM, ERP, or DMS workflows for end-to-end sales process automation.
1.4. Automates reminders for incomplete e-signatures, notifies internal teams upon completion/failures for full document lifecycle automation.

Trigger Conditions

2.1. New sales contract generated in DMS or CRM.
2.2. Manager approval or workflow stage change detected.
2.3. Client data updated/verified in sales process.
2.4. Time-based triggers (e.g., 24 hours after sending, automated follow-up reminder).

Platform Variants

3.1. DocuSign
• Feature/Setting: Use Envelope API; automate ‘Create/Send Envelope’ and ‘Get Envelope Status’ for documents.
• Configuration: Connect API with DMS/CRM for sending contracts, trigger webhooks for status changes.

3.2. Adobe Acrobat Sign
• Feature/Setting: REST API ‘Transient Documents’ and ‘Agreement Creation’; automate sending/monitoring signature packets.
• Configuration: Use OAuth app, configure automated agreement creation and webhook notifications.

3.3. PandaDoc
• Feature/Setting: ‘Create Document’ API and ‘Webhook on Document Status Change’; automates document flow and updates.
• Configuration: API key setup with CRM, webhook for real-time status automating.

3.4. HelloSign
• Feature/Setting: ‘Signature Request Send with Template’ API, ‘Event Callback’; automate dispatch and event-driven tracking.
• Configuration: Link templates, set callback URLs for automated updates.

3.5. SignNow
• Feature/Setting: ‘Create Signature Invite’ endpoint, ‘Webhook Events’; automates invite and tracking.
• Configuration: API integration with dealership ERP, webhook to automate status reporting into CRM.

3.6. SignEasy
• Feature/Setting: API ‘Send Document for Signature’; automate sending.
• Configuration: Token-based authentication; automate polling or callbacks for status.

3.7. RightSignature
• Feature/Setting: ‘Send Document’ API, ‘Callback URL’ for status.
• Configuration: Set callback automation to trigger DMS/CRM updates.

3.8. OneSpan Sign
• Feature/Setting: ‘Create Package’ and ‘Package Status Update Webhook’; automated document batch handling.
• Configuration: Use OAuth, automate follow-ups via package state webhooks.

3.9. Sertifi
• Feature/Setting: ‘Send for Signature’ API, ‘Notification Endpoint’.
• Configuration: Automate initiation through CRM events; receive updates via notifications.

3.10. Zoho Sign
• Feature/Setting: ‘Send Document for Signature’ API, ‘Webhook on Document Status’.
• Configuration: API token, automate workflow triggers based on status.

3.11. Dropbox Sign (formerly HelloSign Business)
• Feature/Setting: ‘Send Signature Request API’, automates reminders via ‘Callback Event’.
• Configuration: API key, automated status update to DMS.

3.12. eversign
• Feature/Setting: ‘Create Document’ API, ‘Event Push’ for workflow automation.
• Configuration: API setup; automated event handling for contract progress.

3.13. Formstack Sign
• Feature/Setting: ‘Send Signature Request’ API, event webhooks for automated tracking.
• Configuration: OAuth, automate reminders and completion events.

3.14. Foxit eSign
• Feature/Setting: REST ‘Send Document’ endpoint, ‘Get Document Status’ for automation.
• Configuration: Setup callback URLs for CRM status sync automator.

3.15. Signable
• Feature/Setting: ‘Send Envelope’ API, automated real-time webhook updates.
• Configuration: Basic Auth, automate status update events.

3.16. RSign
• Feature/Setting: ‘Send Document’ API, ‘Status Notification’ for automated tracking.
• Configuration: Register URLs for automating dealership ERP sync.

3.17. Sertifier
• Feature/Setting: ‘Send Certificate for Signature’ API; webhook for automated tracking.
• Configuration: Automate signature flow initiation in CRM.

3.18. Kofax SignDoc
• Feature/Setting: ‘SignDoc API’, ‘Completion Event Notification’.
• Configuration: Automate integration with dealership DMS.

3.19. Universign
• Feature/Setting: REST ‘Signature Request’ API, real-time webhook automates status.
• Configuration: OAuth automation, sync automator to CRM.

3.20. Yousign
• Feature/Setting: REST ‘Create Signature Request’ and ‘Callback’ for status automation.
• Configuration: Use OAuth, automate status-based updates in sales workflow.

Benefits

4.1. Automates the entire e-signature lifecycle, reducing manual document handling and increasing processing speed.
4.2. Enables automated status tracking, eliminating missed follow-ups and boosting closure rates.
4.3. Improves compliance by automatedly ensuring document audit and storage consistency.
4.4. Automates customer experience with instant notifications and reminders, driving faster contract turnaround.
4.5. Provides real-time operations visibility for sales managers through automated dashboards and alerts.