7 ways to manage your electronic signatures, automatically
By Krystina Martinez · February 9, 2021
Remember practicing your signature as a kid? Maybe you thought you'd be famous. For most of us, our unfortunate, adult reality is that our signatures are in high-demand on contracts, legal notices, and other agreements—not collectibles.
But getting those agreements signed for work can be just as elusive as getting a celebrity's autograph, even with the help of eSignature apps. A new customer dawdles on returning a signed document, or you lose track of which agreements need to be sent out.
Zapier's automatic workflows can help you streamline your contracting process, so you can spend less time prepping documents and focus your energy elsewhere.
We've gathered a few Zaps—what we call our automated workflows—to help you prepare documents for new sales, before appointments, and more. Just click on it and we'll guide you through the set-up process. You can read more about setting up Zaps here.
You'll need a Zapier account to use the workflows in this piece. If you don't have an account yet, it's free to get started.
Prepare documents for new clients and customers
Depending on your business, you need a signature before you can proceed with customers. For example, if you're a personal trainer, you want to make sure you have those waivers signed.
These workflows will automatically create the appropriate document whenever you have a new sale or client.
Request signatures in SignNow from new Trainerize clients
Seamlessly request for signatures without manually adding your client to SignNow. Get responses for your PARQs, liability waivers, or other forms electronically, before your first in-person consultation or call and save time. Anytime you add a new client to Trainerize, they will be automatically be invited to e-sign the SignNow template document.
Create a professional look and complete deals with this amazing Podio to Dropbox Sign automation. Once set up, Zapier will send new template document for in Dropbox Sign whenever there's new actions in Podio. Get signatures quicker and impress your customers with this integration.
Don't delay your WooCommerce orders because of paperwork—just hand the job over to this WooCommerce Dropbox Sign integration and keep things moving. Once it's active, the data from every new order on WooCommerce will be merged with a template on Dropbox Sign, sending out a signature request automatically for each one from then on.
When you need something signed, you hope that the other party won't take their sweet time. Since signature requests are usually done by email, it's easy for clients or customers to forget that they need to sign a contract or quote.
For an additional nudge, try a workflow that will send a customized email whenever a customer receives a document. You can add additional signing instructions, or a gentle reminder to send their signature quickly.
Send emails from Zapier when new DocuSign envelopes are sent or completed
Need to provide additional instructions or information along with your contracts? Set up this integration to automatically email recipients of your DocuSign envelopes. Once this is active, they will get emails from you, sent by Zapier, whenever they receive or sign a DocuSign document you sent them.
Finding it difficult to manually follow-up or engage with signatories when they miss document signing deadlines? This integration can help you take care of that by automatically sending signatories an email from your Gmail account when a document sent to them for signature has expired.
Add a delay step—available on our paid plans— to this Zap if you want to wait a certain amount of time before sending a reminder email.
Automatically create documents during the sales process
Perhaps your sales process looks something like this: Potential customers fill out a contact form on your website to get in touch with your sales team and after a conversation, you send over a quote requiring a signature.
You can automate the signature prep side with Zapier. Try these Zaps, which will automatically create a document when someone fills out a form. Your quote will be prepped and ready to send for signature.
Ask for signatures from Dropbox Sign for new Gravity Forms submissions
If you have a form that requires a signature, this Dropbox Sign to Gravity Forms automation can help. Set it up, and every time a new form is submitted in Gravity Forms, Zapier will send a new signature request with Dropbox Sign. Get everything you need at once!
Send signature requests with virtually no hassle when you use this Wufoo to SignNow automation. Once it’s set up, each time a new entry is submitted in Wufoo, Zapier will automatically create a new document from your signature template and then send an invite to your client to sign. Create a fast turnaround when you need signatures.
If you require signatures to complete online forms, this automation can save you time and effort. Set it up so that, each time a new entry is completed in Typeform, Zapier will automatically create a new signature request and send an invite to your client. Stop worrying about documentation and start focusing on projects!
If you prefer a little more specificity, you can also use a workflow that will send signature requests according to specific deal stages in your Customer Relationship Management (CRM) tool
Send SignRequest signature requests when deals are added to a new stage on Pipedrive
Nurturing leads in a CRM is a great way to track progress through the squisition funnel. When they reach a specific stage, you might want to send them a signature request to close the deal. Set up this integration, and whenever a deal is moved to a specific stage in Pipedrive, a signature request via SignRequest will be sent automatically.
Nothing is final until you get that necessary signature. Keep your team in the loop with a Zap that will automatically alert you in a team chat app whenever someone signs a document.
Send Slack channel messages for signed DocuSign envelopes
Celebrate your wins with your team with this integration! Use this integration to send Slack channel messages every time a new DocuSign envelope is completed.
Waiting for that deal to close? Holding your breath to "get it in writing"? With this new integration, automatically trigger a direct message in Slack when your Dropbox Sign form is signed. Signed, sealed, and now, delivered.
If you work with apps or software not included in this article, don't worry—Zapier works with thousands of apps. Head to our App Directory and search for the one you use, or browse to find the right solution for your needs. Plus, here are 5 things you can do in Zapier's App Directory.
Back up signed documents
Signed contracts are your insurance from liability and establish the services you're expected to deliver. That being said, it's always good to have a backup of your signatures should you need to reference them in the future. Try these workflows, which will automatically back up your signed documents to a cloud storage app.
Upload newly-signed DocuSign envelopes to Google Drive
Automatically upload your signed documents to the cloud with this integration. Set it up to add a DocuSign envelope, as soon as it's signed, to Google Drive. Save yourself from tedious manual import and export.
Keeping track of documents by hand is a recipe for disaster. Instead of downloading a signed SignRequest document and adding it manually to your Dropbox account, you can use this Zapier integration to handle the work for you. Once a document has been electronically signed by all parties via SignRequest, the document will be automatically stored in your Dropbox account.
It's tedious but necessary to keep track of signatures you're waiting on. If you track your customer interactions in a CRM, try these Zaps, which will automatically update your deals whenever documents are signed.
Update deals in Pipedrive when envelopes are signed in DocuSign
Closing a deal is fun in theory, but boring in execution. Use Zapier to automate the tedious work and update deals in Pipedrive whenever envelopes are signed in DocuSign. Put the fun back into closed deals!
When you get a signed contract, the first thing you want to do is celebrate, and the last thing you want to do is update your CRM. Use this integration to automatically update deals in HubSpot CRM when envelopes are signed in DocuSign. Stop doing busywork and start celebrating!
If your record-keeping is not as robust, a simple spreadsheet is all you need to track outstanding and completed documents. These workflows will automatically create or update existing rows once you have a signature.
Log Dropbox Sign signature requests in Google Sheets
Maintain your records and organization with this automation. Once set up, new signature requests from Dropbox Sign will be automatically copied to your specified Google Sheets spreadsheets as a new row. This Zapier integration makes it easier to keep detailed records and know exactly where everything is.
If you're struggling to stay on top of which documents are ready to go, use this integration! Set it up and newly completed DocuSign envelopes will generate Airtable records. Now, you'll have one place to see and share info about which documents are completed.
Whether you're new to eSignatures or it's a tried-and-true method of getting work done, by adding automation to your process you can free up time for other tasks—like preparing for client meetings.
Zapier is the leader in workflow automation—integrating with thousands of apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated systems for your business-critical workflows across your organization's technology stack. Learn more.
