How to Send a Document / Contract Automatically Using a Workflow

You could use a workflow to automatically send Documents / Contracts to your clients to sign.


Steps to send a document/contract through a workflow for clients to review and sign:

  1. Click on the plus + symbol in the workflow.
  2. Type in "document" or "contract" to pull up the "Send Documents & Contracts" action.
  3. Choose the user you want the document to show it is from.
  4. If there is a signature field for yourself in the document, you can sign the document once it is sent out by the workflow.
  5. Select the document / contract template you want the workflow to send.
  6. Click on "Save Action" to add the document/contract action to the workflow.
  7. Set the workflow trigger based on your preference ( i.e. when a tag is applied, when they pay an invoice).


  • Businesses will now be able to configure the "Send Documents & Contracts" action inside a workflows to automatically send a document based on a specific workflow trigger.
  • Users will be able to make use of the templates created inside the Documents & Contracts module to define the document details that need to go out to the customer.
  • Business users will be able to configure the action name, select the From User to define the sender details, and choose a template from one of the templates created in the Documents & Contracts section of your account.
  • The default/custom template configured inside the Documents & Contracts settings will be used automatically to send the document from workflows as well.
  • This fulfills use cases like automatically sending documents after opportunity status is changed, or a tag is attached to a contact, or using any other trigger
  • This also allows you as the user, to send out documents to potential clients with one signature field attached to one of the business users ( you ), and the other signature for the potential client.
  • You can create document templates with a signature element assigned to the business user ( you ), and create a second unassigned signature element, which will automatically be assigned to the potential client.