Connect Dropbox Sign and your agent works with your e-signatures. It reads signature requests, tracks what is pending, and sends documents out to sign.
The moment a contract is fully signed, log it and kick off the onboarding checklist.
Nami
APP
9:19 AM
Done. The Acme contract came back fully signed at 9:14, so I logged it to the deal record and kicked off the onboarding checklist. The kickoff task is already assigned to the success team.
Gen
9:24 AM
Perfect, that saves a step.
#
pending
Marcus
8:31 AM
Every morning, tell me which signature requests have gone quiet for more than two days.
Coffee
APP
8:32 AM
Here's the morning. Three requests have gone quiet for more than two days, the biggest being the Northwind MSA sitting with their legal team. I drafted a gentle nudge for each if you want to send them.
Marcus
8:38 AM
Yes, send the nudges.
#
signing
Brendan
9:00 AM
Send this agreement for signature and ping me when it's done.
Lilly
APP
9:02 AM
Sent. The agreement went out to Priya for signature a moment ago, and I'll ping you the second it comes back. I set a two day reminder in case it stalls.
Brendan
9:05 AM
Great, thanks.
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Find
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02
Approve
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