E-signature task action: automate your document signing process

Kim Hacker

September 19, 2023

1 minute

Signing agreements like contracts and quotes is a critical part of the sales-to-onboarding handoff.

In fact, many Arrows customers begin their onboarding plans with a document signing task. This is a great way to build onboarding momentum because the customer can sign their agreement and immediately start making progress on their onboarding plan.

Whether you use PandaDoc, DocuSign, Adobe Sign, or HubSpot Quotes for your agreements, we've got you covered. Inside Arrows, you can now add an e-signature task action which embeds your agreement right inside the Arrows task, making it seamless for your customers to complete.

Here's how it works:

In your Arrows template, create a task with a Signature action

Select your e-signature service, and paste the correct document link

It's that simple! Now your customers will be able to easily e-sign your document right inside the Arrows task.

🌟 Bonus: the Arrows task will automatically get marked as done as soon as they've finished signing your document, so you can be sure your Arrows plan data is always up to date.

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