Customer agreement digital signature collection

Purpose

1. Automate the collection, management, and archiving of customer agreement digital signatures as part of KYC onboarding for a currency exchange service provider.

2. Automator sends agreements to new clients, tracks completion, verifies identity, and stores signed documents for compliance.

3. Automates manual paperwork, accelerates customer onboarding, and meets AML/CTF regulatory requirements in the foreign exchange industry.

4. Enables efficient digital contracting and automates compliance record-keeping.

5. Reduces friction for customers by automating the entire e-signature initiation and retrieval workflow.

Trigger Conditions

1. New customer onboarding form submission detected in CRM (e.g., Salesforce, HubSpot).

2. KYC data ingestion completed or identity verification step passed.

3. Manual staff trigger via dashboard or admin panel.

4. Incoming API request from partner or white-label portal.

5. Automated schedule for KYC renewals or periodic agreement re-signing.

Platform Variants

1. DocuSign

• Feature/Setting: Use 'Envelopes: create' API to automate sending agreement for digital signature; configure callback URL for status updates.
  

2. Adobe Sign

• Feature/Setting: Use 'POST /agreements' API to automate uploading document and send for e-signature; enable webhook for signed status.
  

3. HelloSign

• Feature/Setting: Configure 'Signature Request Send' endpoint to automate the digital signature flow; utilize event callback for completion tracking.
  

4. PandaDoc

• Feature/Setting: API 'Create Document' and 'Send Document for Signature'; setup webhook for signed event.
  

5. SignNow

• Feature/Setting: Use 'POST /document/send' to automate dispatch; configure events for real-time automation of status changes.
  

6. OneSpan Sign

• Feature/Setting: 'POST /packages' API for automated creation and sending of signature packages; webhook integration for signature event.
  

7. Zoho Sign

• Feature/Setting: 'Send Document' API function for automating proposal/agreement delivery; set workflows for completed document handling.
  

8. RightSignature

• Feature/Setting: Automate with 'Send Document for Signature' API; enable callback URL for completed signatures.
  

9. SignEasy

• Feature/Setting: Use 'Send for Signature' endpoint for automated signature requests; track via webhook event.
  

10. Formstack Sign

• Feature/Setting: 'Send Document' API for automated flows; enable signed event webhook for automation chaining.
  

11. eversign

• Feature/Setting: 'Send Document' for automated signature dispatch; subscribe to document signed webhook.
  

12. Yousign

• Feature/Setting: API 'create procedure and send file for signature'; webhook callback for tracking signature completion.
  

13. Sertifi

• Feature/Setting: 'Send Agreement' API function; integrate signed document callback for status automation.
  

14. ESign Genie

• Feature/Setting: 'Create Envelope' and 'Send' API endpoints for document automation; event notifications for signed docs.
  

15. Signaturit

• Feature/Setting: 'POST /signature/send' API for automated signature requests; webhook on completion.
  

16. SignRequest

• Feature/Setting: Automated initiation with 'Create SignRequest' API endpoint; subscribe to event callback for document status.
  

17. Legalesign

• Feature/Setting: 'Send Document for Signature' function; webhook for completed event automation.
  

18. GetAccept

• Feature/Setting: 'Create and Send Document' API for automation; configure signed status event webhook.
  

19. AssureSign

• Feature/Setting: Automated 'Send Document' function; event triggers for automation upon signature.
  

20. Concord

• Feature/Setting: API 'Send Document for E-signature'; track document workflow via status webhooks.
  

21. Salesforce

• Feature/Setting: Automate signature send and sync documents using Salesforce E-signature Apps (DocuSign for Salesforce); process builder for automation.
  

22. HubSpot

• Feature/Setting: Automate signature requests via integrations (e.g., PandaDoc, HelloSign); workflow automation for signed document sync.
  

23. Jotform Sign

• Feature/Setting: Send signature requests with API; integrate completion webhook for automation.
  

Benefits

1. Automating customer agreement signature collection improves speed and compliance.

2. Automator reduces human error and paperwork by automating every step of digital signature capture.

3. Automatedly verifies, compiles, and archives signed agreements in secure systems.

4. Automation improves audit readiness and regulatory reporting for KYC.

5. Automates customer follow-ups and reminders, reducing drop-off rates and accelerating onboarding.

6. Enables scalable, automatable, and compliant document flows for foreign exchange service providers.

7. Integrates seamlessly with CRM and KYC platforms through workflow automation and APIs for maximum efficiency.