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:
Click on the plus + symbol in the workflow.
Type in "document" or "contract" to pull up the "Send Documents & Contracts" action.
Choose the user you want the document to show it is from.
If there is a signature field for yourself in the document, you can sign the document once it is sent out by the workflow.
Select the document / contract template you want the workflow to send.
Click on "Save Action" to add the document/contract action to the workflow.
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.