Connect Zignature to your CRM, set trigger rules, and watch your entire document signing workflow run on autopilot. Contracts go out, reminders fire, data syncs back — without anyone lifting a finger.
Trigger
HubSpot deal moves to "Contract Sent" stage
Condition
Deal value > $25,000 → Route to Legal for review first
Action
Send MSA template to contact — auto-filled from CRM data
Smart Reminders
Remind after 48h, 96h, then 7 days if unsigned — stop when signed
On Completion
Move HubSpot deal to "Closed Won", attach PDF, notify Slack #sales
73%
Faster time-to-signature with automation
4×
More documents sent per rep per week
0
Documents that fall through the cracks
∞
Workflows running simultaneously
Connect Salesforce, HubSpot, Pipedrive, or Zoho. Define triggers — deal stage changes, new contacts, form fills — and documents go out automatically with CRM data prefilled.
Route documents based on deal size, territory, document type, or any custom field. Big deals go to legal review. Small deals go straight to the customer. All automatic.
Set reminder sequences and let Zignature fire them automatically. Reminders stop the moment the document is signed. No more chasing down contracts manually.
When a document is signed, automatically update the CRM deal stage, attach the completed PDF, log an activity, and trigger the next workflow step. All in real time.
Chain signers in sequence (internal approval → customer → notary) or send to multiple parties simultaneously. Mix and match sequential and parallel steps in a single workflow.
See exactly where documents get stuck. Average time to sign by template, stage, team, or recipient. Identify bottlenecks and optimize your process with real data.
Zignature connects to every tool your team already uses. No ripping and replacing.
Connect your CRM, set your rules, and watch every document go out and come back signed — automatically.
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