Use the Send Documents & Contracts action in Workflows to generate contracts for your contacts. You can send contracts immediately or save them as a draft for review. When saving as a draft, only the designated person has access to review and finalise the documents before they go out, keeping things accurate, compliant, and properly approved. It simplifies contract management, reduces errors, and limits access to sensitive documents.
How It Works
Navigate to the Automation > Workflows section in your account, then create a new workflow or select an existing one from the list.
Once the builder loads, add the relevant triggers and preceding actions. Next, click the plus icon and add the Send Documents & Contracts action to your workflow.
Action Name
Update the Action Name to reflect what the action does.
From User
Select the user whose name and email address should be associated with the template.
Template
Select the template you want to send. This field only shows templates created in the Payments > Documents & Contracts Templates section of your account, so make sure your template has been added there first.
If you're selecting a template with fillable fields assigned to the sender, choose either "From User" if the signer should be the workflow sender, or "Template Owner" if the signer should be the user who last updated the template, under "Assign Sender Fields To."
Sending Mode
Choose whether to send the document to the contact once the workflow step is activated, or to save it as a draft for approval.
Choose the channel you want to use for sending. You can pick between email, SMS, or both.
Click save when you're done.
Remember to publish and save the workflow to start sending your documents and contracts automatically.