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Automations

Contract and e-signature flow

Sends agreements for signature, chases politely and files the signed copy.

The problem

Agreements wait days for a signature, and chasing them is easy to forget.

How it works

  1. A deal or order reaches the right stage.
  2. The agreement is sent through your e-signature tool.
  3. Gentle reminders go out until it's signed.
  4. The signed copy is filed in your shared drive.
  5. The next step starts automatically.

Tools

Built with the tools below, connected to the ones you already use.

  • DocuSign
  • PandaDoc
  • n8n
  • Google Drive

See it for your industry

How the e-signature flow works for each type of business it suits.

Want this for your business?

Send me a message with how you work today. I'll reply with what I'd build, what it costs and how long it takes.

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