Digital signature requests for procurement contracts

Purpose

 1.1. Automate initiation, tracking, and completion of digital signature requests for procurement contracts with suppliers in alcoholic beverage wholesale.
 1.2. Ensure all contracts are electronically signed, securely stored, and instantly accessible for audits or compliance checks.
 1.3. Reduce manual processing errors, accelerate supplier onboarding, and create a seamless document trail across the procurement lifecycle.

Trigger Conditions

 2.1. New procurement contract file uploaded to shared drive or DMS.
 2.2. Contract approval status changed to “Ready for Signature.”
 2.3. Supplier or partner information record updated/added in ERP/CRM.
 2.4. Manual trigger by procurement manager for urgent signatures.
 2.5. Contract renewal or auto-renewal workflow initiated.

Platform Variants

 3.1. DocuSign
  • Feature/Setting: Envelopes API—Create & Send envelope with PDF; add signers, set signing order.
 3.2. Adobe Acrobat Sign
  • Feature/Setting: REST API—POST /agreements; specify participantSet with supplier email.
 3.3. HelloSign (Dropbox Sign)
  • Feature/Setting: Signature Request API—Create embedded signature request; assign signer fields.
 3.4. PandaDoc
  • Feature/Setting: Documents API—Send document for signature; template tokens for supplier data.
 3.5. SignEasy
  • Feature/Setting: API—/v1/sign_request; set signer details from supplier record.
 3.6. SignNow
  • Feature/Setting: API—invite to sign; set up callback for signed events.
 3.7. OneSpan Sign
  • Feature/Setting: REST API—/packages endpoint; add document and parties for signing.
 3.8. Sertifi
  • Feature/Setting: eSign API—SendUrl endpoint to deliver contract to supplier.
 3.9. Zoho Sign
  • Feature/Setting: API—send document for signature; autofill from Zoho CRM fields.
 3.10. RightSignature (Citrix)
  • Feature/Setting: SendDocument API—add signer email, recipient role, and callback URL.
 3.11. SignRequest
  • Feature/Setting: REST API—POST /v1/signrequests; attach PDF, specify signers.
 3.12. Formstack Sign
  • Feature/Setting: API—Initiate sign process, prepopulate supplier data via key:values.
 3.13. Concord
  • Feature/Setting: API—create contract, auto-add signers, request e-signature.
 3.14. Foxit eSign
  • Feature/Setting: API—Send document, assign role, and signature fields.
 3.15. eversign
  • Feature/Setting: API—Create Document, assign signer, and set notification preferences.
 3.16. SignWell
  • Feature/Setting: Documents API—POST to send for signature; predefine supplier fields.
 3.17. GetAccept
  • Feature/Setting: API—Create and send contract for multi-party signature workflows.
 3.18. Nitro Sign
  • Feature/Setting: API—Send document, configure signing workflow.
 3.19. KeepSolid Sign
  • Feature/Setting: API—Upload and send; receive webhook when signed.
 3.20. AssureSign
  • Feature/Setting: API—Document Transmission Request; set up for immediate supplier action.
 3.21. Microsoft Power Automate with Adobe Sign Connector
  • Feature/Setting: Action—Send agreement; configure dynamic fields and recipient.
 3.22. Google Workspace Add-ons (via Apps Script)
  • Feature/Setting: Automated email with attached PDF; insert signature field using 3rd-party add-on triggers.

Benefits

 4.1. Accelerates contract turnaround and supplier onboarding.
 4.2. Enhances compliance with audit-ready, time-stamped e-signatures.
 4.3. Reduces document handling errors, eliminates manual follow-ups.
 4.4. Increases transparency; real-time tracking and reminders for pending signatures.
 4.5. Integrates with procurement, CRM, and DMS for a unified workflow.