Digital contract generation upon approval

Purpose

1.1. Automate the creation and delivery of legally binding, customized digital rental contracts immediately after tenant application approval, eliminating manual drafting, reducing errors, ensuring compliance, and accelerating lease signing.
1.2. Collect approved applicant data, merge with contract templates, generate digital contract, send for e-signature, and archive final signed document.

Trigger Conditions

2.1. Application status updates to “Approved” in property management system or CRM.
2.2. Manual update by staff in workflow dashboard.
2.3. Positive background/credit check result received via integrated screening service.

Platform Variants

3.1. DocuSign
• Feature/Setting: Envelopes API with “Create Envelope from Template;” map recipient email and template roles to approved applicant.

3.2. Adobe Sign
• Feature/Setting: REST API “POST /agreements” with document URL and participant mapping.

3.3. HelloSign
• Feature/Setting: Signature Request API; set approver email and upload contract template.

3.4. PandaDoc
• Feature/Setting: “Create Document” API from template, fill merge fields from approval data.

3.5. Conga Sign
• Feature/Setting: Generate contract document with Salesforce “Contract” object integration and trigger e-sign workflow.

3.6. Zoho Sign
• Feature/Setting: “Send Document” API; auto-populate template with approved applicant’s info.

3.7. SignNow
• Feature/Setting: API “Create document group invite;” bind to applicant approval logic.

3.8. AssureSign
• Feature/Setting: REST API “Templates/CreateEnvelope;” pass applicant and property data.

3.9. Sertifi
• Feature/Setting: “Send Agreement” API with field mapping based on screening output.

3.10. SignEasy
• Feature/Setting: API “Send Document for Signature;” link approved applicant’s email.

3.11. Eversign
• Feature/Setting: “Create Document” API, fill merge fields and automate recipient assignment.

3.12. RightSignature
• Feature/Setting: Template API; prefill applicant details and trigger document send.

3.13. OneSpan Sign
• Feature/Setting: API “Create Package” using preapproved template and applicant data.

3.14. Formstack Sign
• Feature/Setting: REST API “Send Document;” configure applicant as signer.

3.15. SignRequest
• Feature/Setting: API “Send Document;” integrate template and assign recipient email.

3.16. Salesforce
• Feature/Setting: Process Builder or Flow—auto-generate contract record and push to signature app.

3.17. Microsoft Power Automate
• Feature/Setting: Flow with “Create file” (SharePoint/OneDrive) + “Send for signature” (AdobeSign connector).

3.18. Google Workspace (Docs/Scripts)
• Feature/Setting: Apps Script merge approved applicant fields into template; auto-email PDF.

3.19. HubSpot
• Feature/Setting: Workflow to auto-create deal document and hand off to e-sign tool via integration.

3.20. monday.com
• Feature/Setting: Automations to trigger contract document generation and push to DocuSign/HelloSign integration.

Benefits

4.1. Eliminates manual errors and repetitive drafting.
4.2. Speeds up leasing cycle; applicants receive contracts seconds after approval.
4.3. Ensures legal compliance through use of up-to-date templates.
4.4. Improves tenant and staff experience by smoothing onboarding.
4.5. Centralizes signed documents for audit and reporting.