Documenso
Your AI agent sends contracts and agreements for e-signature, checks signing progress, and downloads completed documents, all while chatting with your customer. No email chains, no follow-up reminders. Signatures collected in real time during the conversation itself.
From distributing documents to tracking who has signed, your AI agent manages the entire electronic signature lifecycle through Documenso's open-source platform.
Documenso
Real scenarios where AI agents eliminate the back-and-forth of getting documents signed by handling every step inside a single conversation.
A prospect says 'I am ready to sign.' Your AI Agent creates a new document from a Documenso template, populates it with the prospect's details, and distributes it for signing right there in the chat. The prospect clicks, signs, and your agent downloads the executed PDF. The deal closes in minutes, not days of email ping-pong.
A client messages 'Did the other party sign the NDA yet?' Your AI Agent searches Documenso for the document by title, checks the signing status of each recipient, and reports exactly who has signed and who has not. If a signer is overdue, the agent offers to resend the request immediately. Clients stay informed without your team playing messenger.
A customer realizes they provided the wrong email for their co-signer. Your AI Agent updates the recipient's email address on the pending document through Documenso's API before the signing invitation goes out. The correct person receives the request on the first try. No voided documents, no starting over from scratch.
Documenso
FAQs
The agent calls Documenso's Distribute Document endpoint with the document ID. This triggers signing invitations to all pending recipients or to specific recipients you target. The document appears in each signer's inbox with a secure link to complete their signature. All of this happens within the conversation flow.
Yes. The agent accesses your full template library through the List Templates and Get Template endpoints. When a customer needs a specific agreement, the agent instantiates the template with the Use Template endpoint, populating recipient details and pre-filling fields automatically. No need to recreate anything.
The agent queries Documenso's Find Documents endpoint and filters by status. It can detect whether a document is still pending, partially signed, or fully completed. Once all signatures are in, the agent can immediately download the finalized PDF and deliver it to the requesting party.
Documenso is open-source, so you can self-host it for maximum control over your data. Tars communicates with Documenso via API calls during conversations and does not permanently store your document content. The signing process happens on Documenso's infrastructure, and your API key controls all access permissions.
Yes. Documenso supports signer ordering natively. The agent can update the signingOrder field on each recipient using the Update Document Recipient endpoint. This ensures that signers receive the document in the correct sequence, which is essential for hierarchical approval workflows.
The agent can resend the signing invitation using Documenso's Resend Document for Signing endpoint. If a customer mentions that a signer has not received the email, the agent triggers a fresh notification immediately. You can also configure the agent to check for overdue signatures proactively.
Documenso's web interface requires manual login, template selection, and recipient entry. With Tars, the AI agent collects signer details during a conversation and handles template instantiation, distribution, status checks, and downloads automatically. Your team never opens the Documenso dashboard for routine signing workflows.
Yes. The agent uses the Update Document Recipient endpoint to modify a recipient's email, name, or role before signing is completed. This prevents the need to void and recreate documents when someone provides incorrect contact information during the initial conversation.
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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