Automations for agencies
Contract and e-signature flow for agencies
If you run a small design studio that runs fixed-scope projects, you've probably seen it: new client onboarding means the same twenty emails every time. This e-signature flow takes that job off your plate. Sends agreements for signature, chases politely and files the signed copy.
Why agencies ask for this
- New client onboarding means the same twenty emails every time.
- Inbound leads wait while everyone is heads-down on delivery.
- Proposals are copied from the last one and edited by hand.
What it looks like in practice
Picture a small design studio that runs fixed-scope projects. A new client agrees to go ahead. The agreement is sent through PandaDoc within minutes. They forget, so a polite reminder follows two days later. Once signed, the copy is filed in HubSpot and the next step begins.
How it works for agencies
Once the e-signature flow is running for a small design studio that runs fixed-scope projects, this is the sequence.
- A deal or project reaches the right stage.
- The agreement is sent through PandaDoc.
- Gentle reminders go out until it's signed.
- The signed copy is filed in HubSpot.
- The next step starts automatically.
Tools it connects to
You keep working in HubSpot and PandaDoc. The e-signature flow sits alongside, built with DocuSign, n8n and Google Drive.
Questions from agencies
Does the e-signature flow work with HubSpot?
Often, yes. Before building the e-signature flow I check your HubSpot account and plan, because some features depend on API access. If there's a gap for your agency setup, you'll know before you pay anything.
How long does it take to set up for agencies?
Plan on 3 to 5 days from the day I get access to your accounts. Most of that is testing with your real calls and messages, so nothing goes live until it behaves the way you want.
What will my clients see?
They'll see a clear agreement to sign on their phone. I write the wording with you so it sounds like your agency business, and you approve it before launch.
Want this for your agency business?
Tell me how your agency business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built