In today’s fast-paced, inbox-overloaded world, getting a contract signed quickly can feel like herding cats. Your customers are busy, distracted, and often unclear on what’s expected of them. But what if your AI assistant could handle all of it, finding and assigning fields, writing, reminding, and even tactfully nudging people to sign?
AI Agents
Welcome to the future of e-signatures, where AI doesn’t just provide you with information, it also acts on your behalf. Coined by Andrew Ng, the term "AI Agents" or "Agentic AI" has made its way into the vernacular of the tech world to conveniently characterise the use of LLMs to capture intent and safely carry out instructions. Unlike older systems that wait for you to click every button and fill out every field, agentic AI learns what you want and does it for you. That means:
- Generating documents.
- Identifying who needs to sign and where.
- Sending personalised messages via email, SMS, or WhatsApp.
- Following up automatically in a tone that matches the context.
- Locating documents when necessary.
- Pull contact info from partial names or previous interactions.
AI agents today are more than just a tool; it is your digital teammate.
Here are three real-world prompts that you can try with our AI assistant to move contracts across the finish line faster.
Send an E-sign request to [First Name] for him to sign the "[Document Name]". Send a friendly reminder to him until he completes the agreement.
With this prompt our AI will:
- Locate the contact details of the person you mentioned by first name. If multiple contacts match the name, it will present them to you for you to pick the person you want.
- Search the system for any document or documents by the title you mentioned, and ask you to select the appropriate one.
- Find all editable areas in the document, including signature, date, initials, and more. Our AI will then present them to you for you to select the ones you want the recipient to fill.
- Ask any follow-up questions needed to get the job done and dispatch the e-sign request.
- Our AI will check the document’s activity history, identify any delay, and craft a warm, non-pushy follow-up based on that context—no need to chase anyone manually.
The second custom prompt uses our generative AI to craft messages.
Get [Client Name] to sign a service agreement, and create a message asking the client to sign it quickly. Keep it professional but reassuring.
Struggling to strike the right tone? This prompt lets our AI create a tailored message that reflects your brand and sets the right expectations. As with most of the prompts that you will enter, our AI will initiate the process, guide you along and ask follow-up questions if necessary. It will:
- Locate the contact details of the client.
- Search your library for a document titled "service agreement".
- Find the signature and date fields and present them you for approval.
- Ask follow-up questions to fill in the gaps.
- Draft a custom message that will be send by text message, email, or WhatsApp to the recipient.
- Dispatch the e-sign request.
Our final free prompt is specifically for cases where you have a document that you want many people to sign, but you do not have the time to send them out and track them individually.
Use template "Partnership Agreement" and send an e-sign request to 50 recipients.
Bulk send used to be a nightmare. Now? One sentence, and it’s done. The only caveat here is that you would need to create a "single signer" document template before hand. Fortunately, our AI can assist you in doing that as well. It will analyse your document, find all the fields and locate the roles for each field (assuming there is contextual information in the document identifying the role, e.g., partner, general partner, etc. ). For dispatching the bulk sign request we will:
- Locate the template "Partnership Agreement" if there are many, you'll be asked to select the correct one.
- Create a labelled CSV file for you, and open it within the portal - auto-fills contacts if mentioned by you. You can then fill each recipient's name, email address, and telephone number. You can also import contact details from another CSV file or your CRM.
- Dispatch the e-sign request to all 50 recipients.
Our AI-powered document signing process is a fundamental shift in the way contracts get signed. Watch a 2-minute video of our AI interacting with a user HERE.
It works because most delays in signing come from confusion, lack of personalisation, or poor follow-up. Our AI solves all three:
- Clarity: It pre-fills documents and clearly shows where to sign.
- Tone: It writes like a human would — adapting tone based on timing and relationship.
- Timing: It sends at the right moment, through the right channel.
No more juggling PDFs, spreadsheets, or "just checking in" emails. Just one prompt and your contracts are in motion.
