Docnify
Contracts and agreements shouldn't stall conversations. Your AI agent sends Docnify documents for signing, adds recipients on the fly, and checks signing status, all without your customer leaving the chat. Close deals faster with zero manual follow-up.
From sending contracts to tracking who has signed, your AI agent manages the full document signing lifecycle inside every conversation.
Docnify
See how businesses use AI agents to send, track, and finalize signed documents without ever leaving the customer conversation.
A prospect finishes a product demo and says they are ready to move forward. Your AI Agent pulls the correct contract template from Docnify, adds the prospect as a recipient with their email, and sends the document for signing immediately. The customer receives the contract before the conversation ends, and your sales team watches the deal progress without drafting a single email.
A customer mentions they received a contract but have not signed yet. Your AI Agent looks up the document in Docnify, confirms it is still awaiting their signature, and resends the signing request with a fresh link. The customer gets the reminder right there in the chat, and your team avoids another chase email.
A business customer needs three colleagues to co-sign an agreement. Your AI Agent collects each signer's name, email, and role during the conversation, adds them as recipients in Docnify with the correct signing order, and dispatches the document. All parties receive their invitations in sequence, and the deal coordinator never touches the document setup.
Docnify
FAQs
When a customer confirms they are ready to sign, the agent calls Docnify's Send Document API with the document ID. The recipient gets an email or in-app notification with a secure signing link. The entire handoff happens in seconds while the customer is still in the chat.
Yes. The agent uses Docnify's Add Recipient endpoint and sets the signingOrder parameter for each recipient. You can define sequential signing so the second signer only receives their invitation after the first one completes, mirroring your real approval chain.
Tars connects using your Docnify API key. You generate this key in your Docnify account settings and paste it into the Tars dashboard. No OAuth flow or additional permissions setup is required. You can rotate the key anytime from your Docnify account.
No. Tars calls Docnify's API in real time to send, retrieve, or update documents. Signed files remain stored in your Docnify account. Tars does not download, cache, or maintain copies of your documents or their contents.
The agent retrieves the document using Docnify's Get Document API, which returns metadata including recipient statuses. It can tell the customer whether the document is awaiting signatures, partially signed, or fully completed, along with who still needs to act.
The agent can correct it on the spot by calling Docnify's Update Recipient endpoint with the corrected email address. The signing invitation will go to the right person. If the document was already sent, the agent can resend with the updated details.
Docnify's dashboard requires a team member to log in, find the document, and manually add recipients. With Tars, your AI agent handles all of this during a live customer conversation, eliminating the delay between verbal agreement and contract delivery.
Yes. The agent can call Docnify's List Templates and Get Template endpoints to find the right template, then use it as the basis for a new signing document. This ensures consistent contract formatting without manual template selection.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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