eSignatures

eSignatures

· #325 most-used

Send, sign, and automate legally binding contracts — no paper required

ProductivityDocumentsFormsSecurityAutomation

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.

Average time saved
10 hours
per person · per month
≈ 1 workdays back

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.

Schedule

What your eSignatures agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
TueThu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

eSignatures × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
7Apps spanned
~15 hrsSaved / week
6Personas served
For sales
Featured5 apps

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.

~6 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a contract is fully signed in eSignatures
Result
Move associated deal to Closed Won stageUpload signed PDF to customer folderPost win notification to #sales channelCreate onboarding project page from deal record
The win
Saved per run
25 min
Runs / week
~15×
Zero signed contracts lost or misfiled — every win is recorded and actioned within about a minute
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    25 min / week
    Manual 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 Agent
    0 min
    Agent creates, sends, and files contracts automatically

    When 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.

  • Marketing
    18 min / week
    Manual 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 Agent
    0 min
    Agent issues partner agreements on campaign milestone

    When a campaign milestone triggers a partner agreement need, the agent creates and sends the contract automatically. Signing status is tracked without manual chasing.

  • Customer Support
    15 min / week
    Manual 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 Agent
    0 min
    Agent issues the agreement the moment a case resolves

    When 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 Resources
    30 min / week
    Manual 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 Agent
    0 min
    Agent dispatches a fully personalised offer letter in minutes

    The 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.

  • Finance
    22 min / week
    Manual 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 Agent
    0 min
    Agent sends NDAs on vendor creation and monitors deadlines

    When 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.

  • Operations
    40 min / week
    Manual 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 Agent
    0 min
    Agent runs a weekly sweep — withdrawing, logging, and alerting automatically

    Every 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.

  • Legal
    20 min / week
    Manual 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 Agent
    0 min
    Agent detects delivery failures and reroutes within about a minute

    When 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.

+ 100s of other eSignatures automations
Average time saved
17 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
13
Hours saved / year
625
Annual ROI
$46,875

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.

Connect

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.

1
Open eSignatures Settings

Log in to your eSignatures account and navigate to Settings → API. You'll find your Secret Token listed there.

2
Copy your Secret Token

Click the copy icon next to your Secret Token. Treat it like a password — store it in a secrets manager rather than plain text.

3
Paste into Actionist

Paste the token into the API Token field below and click Test Connection. Actionist will make a read-only call to verify the handshake.

Credentials you'll need
API Token*
eSignatures dashboard → Settings → API → copy your Secret Token
Actions

16 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

4 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

MCP servers

MCP servers that work with eSignatures

Connect Actionist to MCP servers built for or around this app.

mcp-server-esignatures
Official

Contract and template management for drafting, reviewing, and sending binding contracts via the eSignatures API.

FAQs

Questions about eSignatures + Actionist

How does Actionist connect to eSignatures?
Go to the Apps tab in Actionist, find eSignatures, and click Connect. You'll be prompted for your eSignatures Secret Token — you can find it in your eSignatures account under Settings → API. Paste the token into the API Token field and click Test Connection. Actionist makes a read-only call to confirm the handshake before any contracts are sent. The token is stored encrypted and never exposed in agent logs.
What permissions does the agent need on my eSignatures account?
The eSignatures API uses a single Secret Token that inherits the full permissions of your account — there are no granular read/write scopes to configure. The agent can create and withdraw contracts, manage templates, add and remove signers, and receive webhook events, all using the same token. For shared-account security, create a dedicated API token for Actionist rather than using the same token across multiple integrations.
What triggers are available and how do they work?
eSignatures delivers real-time events via webhook. Actionist registers a webhook URL with your account and listens for four event types: Contract Sent to a Signer (fires when the document leaves eSignatures), Signature Received (fires when any individual signer completes their signature), Contract Signed (fires when all signers have signed and the final PDF is available), and Delivery Failed (fires when an email or SMS delivery attempt fails). All four use eSignatures' native X-Signature-SHA256 header for payload verification. Events arrive within about a minute of the action occurring.
Can I use eSignatures with other apps in the same workflow?
Yes — eSignatures is most powerful when combined with the apps where signer data already lives. Common combinations: pull signer details from HubSpot or Google Sheets before creating a contract; upload the signed PDF to Google Drive when the Contract Signed webhook fires; update CRM deal stages automatically on full execution; switch delivery to SMS via Twilio when an email delivery fails. Any of Actionist's 200+ connected apps can send data to or receive data from eSignatures in the same workflow.
Are eSignatures contracts legally binding?
Yes. eSignatures contracts comply with the US ESIGN Act, UETA (US), UECA (Canada), ETA (Australia and New Zealand), ECTA (South Africa), and the EU eIDAS regulation. The platform is ISO 27001 certified. Each signed contract includes an audit trail capturing the signer's IP address, email address, and timestamp. Actionist's automation creates the same legally valid documents that a human would create manually — the signing process and legal weight are identical.
How do I handle multi-party contracts where signers must sign in a specific order?
When creating a contract via Actionist, pass a signing_order value for each signer. eSignatures will hold subsequent signers' requests until earlier signers complete, then automatically dispatch to the next in the queue. You can use the Signature Received trigger to react to each individual signing event — for example, notifying a counter-signatory that the customer has signed and their turn is next, without polling the API repeatedly.
Can the agent download the signed PDF automatically?
Yes. The Contract Signed webhook payload includes a direct download link to the completed PDF. When this trigger fires, Actionist can fetch the PDF and send it anywhere — upload to Google Drive, attach to a HubSpot deal, email to a stakeholder via Gmail, or archive to a Notion page. No manual PDF retrieval is required; the agent handles the full chain from final signature to filed document within about a minute of the contract being fully executed.
How do I test contract automation without incurring charges or sending real emails to signers?
eSignatures supports a test mode: set the test field to 'yes' when creating a contract. Test contracts behave identically to live contracts — they fire all the same webhooks, generate the same PDF, and run through the same signing flow — but they are marked as demos and do not count towards your billing. Use test mode to validate your Actionist workflow end-to-end against real webhook events before switching to production sends.