Send a legal document, get it signed and archive it automatically

If you would like to generate legal documents out of Airtable records and send them to clients to sign, this automation handles all of that for you. Just add the automation’s formula to your table and it will generate a special ‘contract URL’ for every record.

Features

  • Create a document template in eSignatures.io.
  • Add variables in your document to be auto-filled with Airtable data.
  • Fill out the contract’s information in Airtable (e.g. customer name, email, date, amount, etc.)
  • Send the customer their own auto-generated URL to sign.
  • Once they sign it, a signed PDF will be automatically uploaded as an attachment to their record in Airtable.
  • Use hand signatures as explained here.

Use Cases

This automation can be useful in a lot of scenarios. You can use it for:

  • Contracts
  • Agreements

DEMO: go to the sample view below. Click ‘URL to Sign’, then you’ll see the signing page.

Released

Last Updated

Supported features

Third Party Integration

Subscribe
Notify of
2 Questions
Inline Feedbacks
View all comments
Site visitor
Site visitor

We have clients with more than one contract. Can the contract signing work with more than one contract type for the same client? For example they may have an Agreement and an NDA (but with different fields and signing dates).

FAQ

Most frequent questions and answers

There is no limit on how many bases you can install miniExtensions on. Learn more

 

Unlimited. To learn more about how our limits work, see this article.

 

We have instructional videos for how to use each one of our extensions on the product page. They guide you step-by-step of how to set them up.

 

Yes! A discount is available for annual plans.

Submit your request here and we will get back to you as soon as we can.

 

New Releases