
eSignatures
· #325 most-usedSend, sign, and automate legally binding contracts — no paper required
eSignatures is a developer-friendly electronic signature API that lets businesses send mobile-optimised contracts to signers in minutes. Built on a template-first workflow, it handles the full signing lifecycle — from contract creation and signer management through to PDF delivery and webhook callbacks. Connect it to Actionist and your agents can create contracts from templates, update placeholder fields, add or reassign signers, track signing status, manage your template library, and react to every signed, declined, or failed delivery event — all without touching the eSignatures dashboard.
Eliminates manual work. Agents eliminate the manual cycle of drafting contracts, copying in signer details, chasing signatures by hand, and downloading signed PDFs to store them elsewhere.
What your eSignatures agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
eSignatures × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
Signed contract files into CRM and kicks off onboarding
When the final signature lands, the agent closes the deal in HubSpot, uploads the signed PDF to Google Drive, fires a Slack win alert to the team, and creates the onboarding project in Notion — all without a rep touching a keyboard. The full paper trail is set up before anyone finishes reading the celebration Slack message.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales25 min / weekManual contract creation and filing
Reps open eSignatures, select a template, copy-paste prospect details into placeholder fields, send the contract, then manually download and file the signed PDF in the CRM when it comes back.
Sales Agent0 minAgent creates, sends, and files contracts automaticallyWhen a deal is won in HubSpot, the agent creates the contract with pre-filled signer details, dispatches it, and files the signed PDF in Google Drive and the CRM — the rep never opens the eSignatures dashboard.
- Marketing18 min / weekManual partner agreement drafting
The marketing team manually creates partner agreements for each co-marketing deal, fills in contact details, sends the contract, and then chases signatures when deadlines approach.
Marketing Agent0 minAgent issues partner agreements on campaign milestoneWhen a campaign milestone triggers a partner agreement need, the agent creates and sends the contract automatically. Signing status is tracked without manual chasing.
- Customer Support15 min / weekManual service agreement dispatch per case
Support staff manually draft and send service agreements or refund waivers when a case requires one — each document requires opening eSignatures, selecting a template, filling signer details, and sending.
Customer Support Agent0 minAgent issues the agreement the moment a case resolvesWhen a support case reaches a defined resolution state, the agent issues the appropriate agreement automatically, with the customer's contact details pre-filled from the support ticket.
- Human Resources30 min / weekManual offer letter preparation
HR staff manually create offer letters in eSignatures for each new hire — copying names, start dates, salary figures, and role titles from the ATS into the template before sending.
Human Resources Agent0 minAgent dispatches a fully personalised offer letter in minutesThe moment a candidate accepts an offer, the agent creates and sends the employment contract with all fields pre-filled from the ATS record — HR's only task is countersigning.
- Finance22 min / weekManual vendor NDA dispatch and tracking
The finance team manually creates NDA contracts for each new vendor, sets signing deadlines, tracks whether the document was received and signed, and chases overdue signers by hand.
Finance Agent0 minAgent sends NDAs on vendor creation and monitors deadlinesWhen a new vendor is added to the procurement tracker, the agent creates and sends the NDA immediately. Overdue contracts are identified and withdrawn automatically on a weekly sweep.
- Operations40 min / weekManual contract queue review and cleanup
Operations staff manually review open contracts, identify ones past their signing deadline, withdraw stale documents individually, and update the contract log — a recurring admin task that grows with contract volume.
Operations Agent0 minAgent runs a weekly sweep — withdrawing, logging, and alerting automaticallyEvery week the agent scans the open contract log, withdraws overdue unsigned contracts, flags associated deals in HubSpot, and posts a clean summary to the ops team — the queue maintains itself.
- Legal20 min / weekManual delivery failure monitoring and recovery
Legal and ops staff periodically check for delivery failures in the eSignatures dashboard, manually identify the right alternative contact, update the signer, and resend — often hours after the original failure.
Legal Agent0 minAgent detects delivery failures and reroutes within about a minuteWhen a Delivery Failed webhook fires, the agent immediately looks up the signer's mobile number, updates the signer record, and resends via SMS — no deadline is missed because of a bad email address.
Calculate what your team saves
Based on eSignatures's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.
How to plug eSignatures into Actionist
Pick the connection method that suits your environment.
Authenticate with your eSignatures Secret Token — passed as HTTP Basic Auth (token as username, empty password). Generate it from Settings → API in your eSignatures dashboard.
Log in to your eSignatures account and navigate to Settings → API. You'll find your Secret Token listed there.
Click the copy icon next to your Secret Token. Treat it like a password — store it in a secrets manager rather than plain text.
Paste the token into the API Token field below and click Test Connection. Actionist will make a read-only call to verify the handshake.
16 actions your agent can call
Read and write operations available to your Actionist agent.
4 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.
MCP servers that work with eSignatures
Connect Actionist to MCP servers built for or around this app.
Contract and template management for drafting, reviewing, and sending binding contracts via the eSignatures API.