AI for Sales · Salesforce · HubSpot · Pipedrive · Zoho

AI That Closes Deals
While You Sleep

CRM-triggered contract sending, AI-generated proposals, real-time signing alerts, and smart reminders — your entire sales signing workflow on autopilot. More signed deals, less admin.

Automate Your Sales Contracts Book a Demo

47%

Faster time-to-close on average

4×

More contracts sent per rep per week

0

Manual CRM field copy-paste required

24/7

Deals can be signed anytime, anywhere

Your Sales Contract Workflow.
Fully Automated.

Every step from deal stage to signed contract — handled automatically by Zignature's AI and CRM integration.

1

CRM Deal Hits "Contract Sent" Stage

Your rep moves a deal to the right stage in Salesforce or HubSpot. That's the only trigger needed. Everything else is automatic.

2

AI Selects Template & Pre-fills from CRM Data

Zignature picks the right contract template based on deal type. Contact name, company, deal value, start date — all pulled from the CRM record automatically. Zero copy-pasting.

3

Conditional Routing (Deal Size Based)

Deals over $50k? Route to Legal for review first. Under $50k? Go straight to the customer. Custom routing rules based on any CRM field — product type, territory, account tier.

4

Smart Reminders Until Signed

Automated follow-ups at 24h, 48h, 5 days — stop the moment the customer signs. Your rep gets a push notification and Slack message the instant the signature lands.

5

Deal Moves to Closed Won. Automatically.

On signature: Salesforce deal moves to "Closed Won", signed PDF attaches to the record, Activity log updates, Slack channel notified, and the next onboarding workflow triggers. Done.

Every Sales Document, AI-Ready

Master Service Agreements

AI generates MSAs from deal requirements. Legal-approved templates sent automatically at the right deal stage.

NDAs & Confidentiality

Send mutual NDAs before discovery calls directly from the CRM record. AI-generated in 30 seconds, signed in minutes.

Proposals & SOWs

Statements of Work auto-filled from project scope, timeline, and pricing in your CRM. Professional branded experience for your prospects.

Order Forms

SaaS order forms, product purchase agreements, and service order forms — auto-filled and sent when a deal reaches the right stage.

Renewal Contracts

Auto-trigger renewal contract 60 days before expiry. AI generates updated pricing and terms. Customer signs — deal renews without your team lifting a finger.

Partnership Agreements

Revenue share, reseller, and referral partner agreements — generated by AI and routed through your approval chain before the partner sees them.

Deep Integration With
Every Major CRM

Not just a basic Zapier connection. Deep native integrations with bi-directional sync, a Chrome extension for in-CRM signing, and AI-powered field mapping.

Salesforce

Deep native →

HubSpot

Deep native →

Pipedrive

Deep native →
Z

Zoho CRM

Deep native →

Chrome Extension for In-CRM Signing

Install the Zignature Chrome extension and send documents for signature directly inside Salesforce, HubSpot, Pipedrive, or Zoho — without switching tabs. The extension auto-pulls contact data from the CRM record you're viewing.

Frequently Asked Questions

How does CRM-triggered sending work?
You configure a trigger rule in Zignature — for example, "when a HubSpot deal moves to stage X, send template Y to contact Z." After that, every time a deal hits that stage, Zignature automatically generates the document with CRM data pre-filled and sends it for signature. The rep doesn't need to do anything after moving the deal stage.
Can my prospect sign on their phone?
Yes. Prospects receive a signing link via email and can sign on any device — smartphone, tablet, or desktop — without creating an account or installing anything. The mobile signing experience is optimized and fast. Many customers sign within minutes of receiving the link, even at dinner or on the weekend.
Do I need to train my sales team to use this?
For automation-based workflows, reps don't need to do anything differently — the automation handles everything when they move deal stages. For manual sending via the Chrome extension, it takes about 5 minutes to learn. Most sales teams are fully operational within a day of setup.
How does Zignature notify my rep when a deal is signed?
When a document is signed, Zignature simultaneously: sends an email notification to the rep, sends a Slack message to a configured channel, updates the CRM deal stage, attaches the signed PDF to the CRM record, and logs an Activity. Reps never miss a signed deal — no matter where they are.

Stop Losing Deals to
Contract Admin

Connect your CRM. Set your automation rules. Watch contracts go out and come back signed — while you focus on the next deal.

Automate Your Sales Contracts Free Book a Sales Demo