Automate your entire signing workflow. Send documents when CRM deals advance, notify Slack when signed, update spreadsheets, sync to any tool — all automatically.
Ready-to-use automation templates. Set up in minutes.
When a Salesforce Opportunity reaches "Proposal/Price Quote" stage, automatically send the contract template for signing.
Send a proposal automatically when a HubSpot deal moves to "Contract Sent" stage. Track all activity in deal timeline.
Post a message to your #sales channel the moment a document is signed. Never miss a closed deal.
Automatically add a row to Google Sheets every time a document is completed, with signer name, date, and document link.
When someone submits your onboarding form, automatically send the service agreement for signature with their details pre-filled.
Send the completed, signed PDF to the signer's email via Gmail the moment all parties have signed.
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