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Automate full agreement lifecycle with JotForm, approvals, Signwell e-signatures & tracking
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Collect agreement inputs
Generate draft
Internal approval
Send for e-signature
Track status
Deliver executed document
Overview
This workflow automates agreement creation and execution end-to-end, including internal approvals and a full audit trail. It is designed for recurring client agreements in service businesses.
Product Specs
- Collects agreement details via JotForm
- Populates Google Docs templates with client data
- Runs internal approval via email confirmation
- Sends agreements for e-signature through Signwell
- Tracks lifecycle stages in n8n Data Tables
- Cleans up completed documents to maintain a tidy system
Pipeline Description
A JotForm submission starts the workflow. An agreement draft is generated from a Google Doc template, routed through internal approvals, then sent to Signwell for signature. The workflow tracks each stage in n8n Data Tables and finalizes delivery after signature completion.