Workflow automations

Every client action starts your next step.

Stop chasing the next step by hand. Set it up once, and every document you send does its own follow-up.

No credit card required. Start with a ready-to-edit proposal, or try the sender demo without an account.

One rule: when this happens, do that.

Add rules to a template. When a document is sent, first viewed, completed or declined, Plutosign posts to Slack or Microsoft Teams, emails the owner, or sends a follow-up template to the same signers. Included on Growth and above, and during the team trial.

When

Document is sent
Document is first viewed
Document is completed
Document is declined

Then

Move the linked CRM deal to a stage
On Agency and Scale, a rule moves the linked HubSpot or Pipedrive deal to the stage you choose, and once your CRM is connected, a completed document marks the deal Won.
Notify Slack, Microsoft Teams or email
Post to the channels your team watches, or email the document owner, the moment the client acts.
Send the next template
Send a follow-up template to the same signers. It goes out through your normal send, with required variables filled.

Each rule runs once per document and event. Connect HubSpot or Pipedrive from Integrations, and compare plans on the pricing page.

Signed proposal? The SOW goes out next.

Chain up to 10 templates into a document sequence. When one document is completed, the next one goes out to its recipients automatically. Sequences are on every plan; on Free, each step counts toward the monthly document allowance.

1. Proposal
2. Statement of work
3. Retainer agreement

Every step is checked before the sequence starts: templates, recipients and required details. The first document goes out right away; each later one is sent when the one before it is completed.

Set up your follow-up once.

Start with the template you send most, add a rule, and send it to a test client.

Start free Try creating a proposal