1.Detect Send Contract activity
Integrate Close, CRM tools, and opportunity trackers to trigger agreement generation from a published custom activity.
Create and send tailored agreement to client contact
Automatically monitor Close custom activity of the Send Contract type across PandaDoc and Formatter by Zapier. Create and update agreements when documents are generated and sentβso you can create the PDF, log the share link, and notify the team without manual paperwork.
How this automation sends agreements without delays
When a Send Contract custom activity is published, delays can stall approvals and create contract handoff gaps. This automation creates merged documents and records the sent agreement and notifies the teamβso your sales process stays on track.
Closeor swap with your favorite app
2.Format HTML addendums to markdown
Integrate Formatter by Zapier, text utilities, and mapping logic to convert rich addendum content to plain format.
Formatter by Zapieror swap with your favorite app
3.Create and send agreement document
Integrate PandaDoc, template tools, and merge fields to create and send a document from the right deal template.
PandaDocor swap with your favorite app
4.Log agreement sent and update deal
Integrate Close, CRM activity logging, and deal pipelines to record the PDF or shared link and update status.
5.Notify CRM channel with document link
Integrate Slack, team messaging, and CRM context to post an announcement with the agreement link.
Slackor swap with your favorite app
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Activate signed contract and create order for fulfillment
When a contract is signed, your order record and schedule often stay out of date, delaying dispatch. Keep records updated and notify operations so fulfillment can start same day.
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Add executed agreement PDF to the opportunity record
Your signed sales documents arrive unassigned, delaying close verification and handoffs. Signed PDFs are added to the opportunity so reps and revenue ops can proceed same day.
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Add signed contract date to opportunity record for handoff
Your signed contracts often arrive without CRM dates, leaving project managers unsure when to start delivery. It writes the signed date into the linked opportunity so teams can act same day.
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Add signed contract events to campaign analytics feed
Your signed contract records often lack campaign context, leaving conversions untagged and reports incomplete. Capture and publish campaign-tagged contract events to analytics within minutes.
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Add signed document note to deal record on completion
Your signed agreements are detached from deal records, so reps lack completion context. This links signed envelopes to deals so account managers see completion and can act within minutes.
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Attach completed eSign PDFs to CRM and archive
Your completed eSign envelopes arrive unfiled, leaving case records without signed LOAs and stalling billing. Uploads and CRM status updates deliver final PDFs to owners for same-day processing.
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Attach signed bid and mark application complete instantly
Your signed bids arrive without deal context, delaying funding decisions and follow-up. Attach the signed file to the deal card and complete the checklist so owners can act same day.
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Attach signed contract PDF to client record today
Signed agreements stuck in email leave account managers without executed contracts and stall onboarding. This attaches signed PDFs to client records so onboarding can begin same day.
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Attach signed contract PDF to deal and organization record
Your signed offer PDFs sit in the signing tool without CRM links, so onboarding teams can't access agreements. The workflow saves and renames PDFs to the related deal and organization record for immediate access.
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Attach signed defect files to deal records for sales handoff
Completed eSign defect records sit in your contracts database and don't update deal records, leaving reps without contract context. Link signed files to deals so reps and billing see contracts the same day.
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Attach signed engagement letter and update deal record
Your engagement letters arrive signed but often sit unlinked to the deal, delaying closings and onboarding handoffs. Signed PDFs are centralized and deals updated so reps have contract access same day.
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Attach signed enrollment PDF and update deal status
Signed enrollment agreements arrive without deal or contact links, leaving PDFs unlinked. They get attached to the matching opportunity and contact so teams have signed records same day.
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Explore all esignature & contract execution automations
Close contracts faster with automated signature routing, record updates, and execution alerts
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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