Guide
How to Automate Document Signing
Document signing can be fully automated — triggered by events in your CRM, HR system, or sales pipeline.
Steps
- 1
Identify the trigger event (deal closed, hire approved, etc.)
- 2
Generate the document from your system's data
- 3
Call the Signbee API to send for signature
- 4
Recipient signs — no manual intervention needed
- 5
Signed document filed automatically
Try it with curl
curl -X POST https://signb.ee/api/send \
-H "Content-Type: application/json" \
-d '{
"content": "# Your Document\n\nContent here...",
"senderName": "Your Name",
"senderEmail": "you@email.com",
"recipientName": "Recipient",
"recipientEmail": "recipient@email.com"
}'Legal validity
Electronic signatures are legally binding under the ESIGN Act (US), eIDAS Regulation (EU), and Electronic Communications Act (UK). Every Signbee document includes a SHA-256 tamper-proof certificate.
More details
Manual document signing doesn't scale. When you're sending 5 documents a week, clicking through a UI is fine. When you're sending 50 or 500, you need automation.
Common automation triggers: - New client added to CRM → send NDA automatically - Candidate moved to 'offer' stage → send offer letter - Invoice generated → send for client acknowledgement - Onboarding started → send terms of service - Deal closed → send service agreement - Lease renewal approaching → send renewal agreement
Automation architecture: 1. Event trigger: Your system fires an event 2. Document generation: Your backend generates the document content 3. API call: POST to /api/v1/send with document and recipient details 4. Signing: Recipient receives email, signs on any device 5. Webhook: Your system receives notification when signed 6. Downstream: Update CRM, trigger onboarding, process payment
Integration platforms: If you're using n8n, Zapier, or Make, you can build document signing automation without writing code.
Frequently asked questions
Can I automate e-signatures without coding?
Yes. Use integration platforms like n8n, Zapier, or Make to connect your CRM or ERP to the Signbee API. No code required.
How do I know when an automated document is signed?
Register a webhook URL. Signbee sends a POST request to your webhook the instant a document is signed, enabling your system to react in real-time.
Related resources
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