Collect digital signatures on contracts automatically

Purpose

1.1. Automate the collection of legally binding digital signatures on marquee hire contracts to streamline booking processes.
1.2. Ensure automated compliance, customer convenience, and faster agreement finalization.
1.3. Automate contract dispatch, signature chasing, document archival, and notification workflows for booking & reservation management.
1.4. Automate integration with CRMs and payment processing for seamless customer onboarding after signing.
1.5. Enables teams to focus on service delivery rather than manual contract handling.

Trigger Conditions

2.1. Automatedly triggered on customer form submission for marquee booking.
2.2. Automate trigger when a provisional booking status is set in CRM/ERP.
2.3. Trigger on payment of deposit or quote approval via website/portals.
2.4. Trigger automation if contract template is updated for compliance.
2.5. Trigger recurring automator for contract renewal or up-sell offers.

Platform Variants

3.1. DocuSign
• Function: Send Signature Request (Envelopes:create)
• Sample Config: Automate sending contract to customer email on new booking entry.
3.2. Adobe Sign
• API: TransientDocument, Agreement creation
• Config: Automatedly generate agreement from template and trigger email for signature.
3.3. HelloSign
• Endpoint: /signature_request/send
• Setting: Contract PDF auto-attached, automated reminders enabled.
3.4. PandaDoc
• Function: Create Document/Send for eSignature
• Config: Automate document sending via CRM webhook.
3.5. SignNow
• Feature: Document Invite
• Config: Automatedly triggers on new booking in Google Sheets.
3.6. OneSpan Sign
• API: Package Creation
• Setting: Automate sending prefilled contract to hirer.
3.7. SignEasy
• Function: SendForSignature API
• Config: Populate contract from CRM, automate dispatch for signature.
3.8. RightSignature
• Feature: Send Document for Signature
• Config: PDF auto-populated, automated email workflow configured.
3.9. Dropbox Sign
• Endpoint: POST /signature_request/send
• Setting: Automation on new deal stage in CRM.
3.10. Sertifi
• Function: Send Agreement for eSignature
• Config: Automates with Salesforce trigger.
3.11. Zoho Sign
• Function: Create/Send Document
• Config: Contract auto-generated from booking form data.
3.12. SignRequest
• API: Send Signature Request
• Setting: Automated on “booking confirmed” event in software.
3.13. eversign
• Function: Document Creation/Send
• Config: Automate document flows linked to rental software API.
3.14. Signable
• Function: Send Envelope
• Setting: Automated trigger from submitted web form.
3.15. Signaturit
• Feature: Signature Request
• Config: Contracts initiated via automator on status update.
3.16. Docsketch
• Function: Send Document for Signing
• Setting: Automated with Zapier webhook from booking.
3.17. Legalesign
• API: Send Document
• Config: Automatedly routes contract to client email.
3.18. Formstack Sign
• Feature: Signing Template Send
• Setting: Bookings map to template fields, automated signature request.
3.19. Nitro Sign
• API: Send Document to Sign
• Config: Automates on new row in bookings spreadsheet.
3.20. Contractbook
• Function: Automate contract send for e-signature
• Config: Use webhook or API event from rental management system.

Benefits

4.1. Automates legal compliance and audit trails with digital signature logs.
4.2. Automator speeds up reservation handling, reducing admin cycle time.
4.3. Automated reminders drastically increase completion rates.
4.4. Automation eliminates manual errors, with documents securely archived.
4.5. Brings automatable customer convenience and modern user experience.
4.6. Supports automating multi-party and counter-signed contracts.
4.7. Facilitates automation of contract data sync to other business apps.
4.8. Scalable for high-volume, peak-season marquee bookings with automated flows.
4.9. Enables automatedly sharing signed contracts with staff and logistics partners.
4.10. Reduces paper usage, enabling a fully digital automated process.