Tenant & Resident ManagementPurpose
1.2. Ensure accurate, legally compliant documents tailored to tenant data, streamline tenant onboarding, speed up execution, reduce human error, and aggregate all agreements for direct digital storage and audit.
1.3. Integrate tenant management with legal, communication, and document platforms to synchronize data, notify stakeholders, and fulfill compliance.
Trigger Conditions
2.2. Lease renewal window opened for existing tenants based on lease end date.
2.3. Upon property manager’s manual request.
2.4. Update in tenant status or approval of application.
2.5. Scheduled batch trigger for bulk lease generation at month start/end.
Platform variants
3.1. DocuSign API
• Feature/Setting: Use “Envelopes: Create and Send” endpoint; configure with templateId, tenant email, and merge fields.
3.2. HelloSign API
• Feature/Setting: “Signature Request Send with Template” function; assign roles and attach property-specific lease document.
3.3. Adobe Sign (Adobe Acrobat Sign)
• Feature/Setting: REST API “agreements” endpoint; configure template library, map tenant data fields, automated send on trigger.
3.4. PandaDoc
• Feature/Setting: “Create Document from Template” API; configure variables for rent, term, tenant name; auto-send for signature.
3.5. SignNow
• Feature/Setting: “Create Invite to Sign” API method; set bulk sending if multi-tenant, pass lease PDF and contact info.
3.6. Formstack Documents
• Feature/Setting: Automated document generation on API, merge input data, trigger e-sign via integration with chosen provider.
3.7. Google Docs (Workspace API)
• Feature/Setting: Auto-generate lease using template and Apps Script, export to PDF, trigger e-sign flow downstream.
3.8. Microsoft Power Automate
• Feature/Setting: Use “Generate Document from Template” action, e-sign integration with Adobe or DocuSign connectors.
3.9. AirSlate
• Feature/Setting: Bot configuration for auto lease generation and e-sign request; assign data from property CRM.
3.10. Jotform Sign
• Feature/Setting: API to create signable lease, map CRM fields, email sign request to tenant.
3.11. Zoho Sign
• Feature/Setting: “Send document for signature” API; map lease field tags to CRM entries, auto-notify signers.
3.12. Foxit eSign
• Feature/Setting: API “Send Agreement” endpoint; set email notifications, attach filled lease.
3.13. Salesforce eSignature (via AppExchange)
• Feature/Setting: Auto-trigger signature request upon status change; integrate with Salesforce Flow and template mappings.
3.14. Dropbox Sign (formerly HelloSign API)
• Feature/Setting: “Signature Request” endpoint, dynamic template filling, send for e-signature upon CRM trigger.
3.15. SignEasy
• Feature/Setting: API call “Send for Signature”; insert lease data via variables, automate tenant notification.
3.16. OneSpan Sign
• Feature/Setting: API “Create Package”; template lease, assign tenant as signer, set SMS/email reminders.
3.17. RightSignature
• Feature/Setting: “Send Document for Signature” API; merge recipient and lease terms, auto-log responses.
3.18. Sertifi
• Feature/Setting: API to initiate lease workflow, map property data, enable audit trail.
3.19. Conga Sign
• Feature/Setting: REST API “sendAgreement”; auto-fill fields from CRM, trigger once lease approved.
3.20. SignRequest
• Feature/Setting: REST API “Create Document”; map lease template, set expires date, automate delivery.
21. HubSpot eSignature Integration
22. Clio Grow (for property law teams)
Benefits
4.2. Minimize errors and compliance risks through dynamic, templated agreements.
4.3. Enhance resident onboarding experience with fast, secure, mobile-friendly contract execution.
4.4. Full digital audit trail, secure document storage, and instant status tracking.
4.5. Scalable, supports single leases and bulk processing for multi-unit turnovers.