Eversign

Contracts signed faster when your AI agent handles Eversign workflows

Sales teams lose deals waiting for signatures. Your AI agent creates documents in Eversign, sends signature requests, checks signing status, and retrieves audit trails during live conversations. Contracts move from draft to signed without manual follow-ups or dashboard juggling.

Chosen by 800+ global brands across industries

Signature workflows your agent orchestrates

From creating documents to tracking who signed and when, your AI agent manages the entire Eversign e-signature lifecycle through natural conversation.

Create Signature Documents

A sales rep says 'Send a service agreement to Jane at Acme Corp.' The agent calls Eversign's Create Document endpoint with the title, signer details, and file attachments, dispatching the signature request without the rep opening the Eversign dashboard.

List Pending Documents

A manager asks 'Which contracts are waiting for signatures?' The agent queries Eversign's List Documents endpoint filtered by 'waiting_for_me' status, returning a summary of all pending agreements with signer names and send dates.

Retrieve Audit Trails

Compliance needs to verify a document's signing history. The agent calls the Audit Log endpoint with the document hash, pulling the complete event timeline including timestamps, IP addresses, and signer actions for full legal transparency.

Build Reusable Templates

HR needs a standard onboarding packet. The agent creates a template via Eversign's Create Template endpoint with predefined fields, recipient roles, and reminder settings. Future new hires receive consistent documents without starting from scratch.

Reassign Document Signers

The original signer is on leave. A team member tells the agent to reassign signing responsibility. The agent calls Eversign's Reassign Signer endpoint, swapping the signer's email and name on the pending document without voiding the request.

Browse Existing Templates

A team member asks what templates are available. The agent retrieves paginated template lists from Eversign, showing template titles and creation dates so the user can select the right one for their next document.

Eversign

Use Cases

E-signature scenarios that close deals faster

Real situations where AI handles the paperwork bottleneck, getting contracts created, sent, tracked, and signed without anyone chasing signatures manually.

Sales Contracts Sent Mid-Conversation

A prospect agrees to terms during a chat and says 'Let's get this signed.' Your AI Agent immediately creates a document in Eversign with the prospect's email as the signer, attaches the service agreement, and sends the signature request. The prospect receives the signing link within seconds. The deal moves forward while the conversation is still warm. No context switch to the Eversign dashboard needed.

Compliance Audit Trail on Demand

Your legal team needs the signing history for a contract under review. They ask the AI Agent for the audit log. The agent retrieves the complete event trail from Eversign, showing exactly when each signer opened, viewed, and signed the document, along with their IP addresses and timestamps. The compliance report is assembled in seconds. No manual PDF exports required.

Reassigning Signatures When People Change Roles

A project lead who needs to sign a vendor agreement transfers to another department. The operations team tells the AI Agent to reassign the signer on the pending document. The agent calls Eversign's Reassign endpoint, swaps in the new signer's name and email, and the replacement signer gets a fresh notification. The contract stays on track despite the personnel change.

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FAQs

Frequently Asked Questions

How does the AI agent create a document for signing in Eversign?

The agent calls Eversign's Create Document endpoint with a title, signer invite list (names and emails), optional file attachments, and a message body. Eversign generates the document, sends signing invitations to all signers, and returns a document hash for tracking. If no signature fields are specified, Eversign auto-appends a signature page.

Can the agent track which documents are still waiting for signatures?

Yes. The List Documents endpoint supports a 'type' parameter with values like 'waiting_for_me,' 'completed,' and 'drafts.' The agent filters documents by status and reports which agreements need attention, who the pending signers are, and when the documents were originally sent.

What credentials does Tars need to connect to Eversign?

Tars requires two values: your Eversign API Access Key and your Business ID. Both are found in your Eversign account settings. The Access Key authenticates every API request, and the Business ID scopes operations to your specific business account. No OAuth flow is involved.

Does Tars store my signed documents or customer data from Eversign?

No. Document creation, listing, and audit trail retrieval all happen through live API calls to Eversign. Tars does not download, cache, or store copies of your signed documents, signer information, or audit logs. Your documents remain solely in your Eversign account.

Can the agent reassign a signer if the original person is unavailable?

Yes. The Reassign Signer endpoint accepts the document hash, original signer email, and the new signer's name and email. The agent makes the swap and the replacement signer receives a signing notification. This works as long as the original signer has not yet completed their signature.

How is this different from using Eversign's web interface for sending documents?

Eversign's web interface requires logging in, uploading files, adding signers, and clicking through multiple screens. With Tars, you describe what you need in plain language and the agent handles the entire creation and sending process. This is especially powerful for sales teams who want to send contracts during live customer conversations.

Can the agent retrieve the full audit trail for a specific document?

Yes. The Audit Log endpoint returns the complete event history for any document identified by its hash. This includes every action taken: when the document was created, viewed, signed, and completed, along with signer names, email addresses, IP addresses, and timestamps. Ideal for legal and compliance reviews.

Does the integration support creating reusable document templates?

Absolutely. The Create Template endpoint lets you define template titles, form fields, recipient roles, reminder configurations, and expiration settings. Once created, these templates can be used repeatedly for standard documents like NDAs, employment agreements, and vendor contracts without rebuilding from scratch each time.

How to add Tools to your AI Agent

Supercharge your AI Agent with Tool Integrations

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

We’ll never let you lose sleep over privacy and security concerns

At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.

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