AI Workflow Automation

Set Rules Once.
Documents Handle Themselves.

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.

Example: Sales Contract Automation Workflow

Trigger

HubSpot deal moves to "Contract Sent" stage

CRM Event

Condition

Deal value > $25,000 → Route to Legal for review first

Conditional

Action

Send MSA template to contact — auto-filled from CRM data

Auto-Send

Smart Reminders

Remind after 48h, 96h, then 7 days if unsigned — stop when signed

Auto-Remind

On Completion

Move HubSpot deal to "Closed Won", attach PDF, notify Slack #sales

Auto-Sync

73%

Faster time-to-signature with automation

More documents sent per rep per week

0

Documents that fall through the cracks

Workflows running simultaneously

Everything Your
Document Workflow Needs

CRM-Triggered Sending

Connect Salesforce, HubSpot, Pipedrive, or Zoho. Define triggers — deal stage changes, new contacts, form fills — and documents go out automatically with CRM data prefilled.

Conditional Routing

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.

Smart Auto-Reminders

Set reminder sequences and let Zignature fire them automatically. Reminders stop the moment the document is signed. No more chasing down contracts manually.

Bi-Directional CRM Sync

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.

Sequential & Parallel Signing

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.

Workflow Analytics

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.

Works With Your Existing Stack

Zignature connects to every tool your team already uses. No ripping and replacing.

Salesforce HubSpot Pipedrive Zoho CRM Slack Microsoft Teams Google Drive OneDrive Zapier QuickBooks Xero REST API

Frequently Asked Questions

Do I need coding skills to set up automation rules?
No. All automation rules are configured through a visual interface — select a trigger, add conditions with dropdown menus, define actions. No code required. Advanced users who want programmatic control can also use the API and webhooks.
How does auto-fill from CRM data work?
You connect your CRM and map CRM fields to document template variables once. After that, every time a document is triggered, Zignature pulls the current values from the CRM record and populates the document before sending. The AI also handles field mapping suggestions when you first connect.
Can automations be paused or modified?
Yes. Any automation can be paused, edited, or disabled at any time. Changes take effect immediately for new triggers — documents already in-flight continue under the rules that were active when they were sent.

Your Signing Workflow
Should Run Itself

Connect your CRM, set your rules, and watch every document go out and come back signed — automatically.

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