FlexiSign
Customers need contracts signed, NDAs sent, or agreements reviewed. Your AI agent taps into FlexiSign to pull available templates instantly, guiding visitors through your document signing process without human involvement. Faster closings, fewer bottlenecks.
Your AI agent accesses FlexiSign's template library on demand, helping customers and prospects find the right documents and kick off signing workflows automatically.
FlexiSign
See how businesses use AI agents with FlexiSign to accelerate document signing, reduce back-and-forth, and close deals faster without manual template hunting.
A new client visits your site asking about getting started. Your AI Agent retrieves all FlexiSign templates, identifies the client onboarding agreement, and shares it for electronic signature. The client signs within the conversation instead of waiting for someone to email the contract. Onboarding starts hours earlier than before.
A potential partner asks about signing a mutual NDA before discussing terms. Your AI Agent pulls FlexiSign's template catalog, finds the mutual NDA, and initiates the signing workflow right in the chat. No emails, no downloads, no waiting. The partnership discussion starts immediately after signing.
A qualified prospect says they want to see a proposal. Your AI Agent checks FlexiSign for the matching proposal template, confirms it exists, and guides the prospect through the document. Your sales team wakes up to signed proposals instead of scheduling follow-up calls to send documents.
FlexiSign
FAQs
The agent calls FlexiSign's List Templates API to retrieve your entire template catalog. It then matches the customer's request to the appropriate template based on document type, name, and context from the conversation. The matching happens in real time during the chat.
Tars needs read access to your FlexiSign template library via your API key. This allows the agent to list and identify templates during conversations. Write access for sending signature requests depends on your FlexiSign plan and API tier.
No. Tars queries FlexiSign in real time to fetch template listings. Document content, signer data, and template details stay in your FlexiSign account. Nothing is cached or stored on Tars servers beyond the conversation session.
Currently, the integration supports listing and identifying templates from your FlexiSign account. The agent surfaces the correct document and can share signing links or guide users to complete the process. Full send-for-signature capability depends on your FlexiSign API access level.
FlexiSign's dashboard requires someone to log in and manually search for templates. With Tars, your AI agent proactively finds and presents the right document during a live conversation. Customers get documents in seconds instead of waiting for a team member to locate and send them.
FlexiSign supports over 25 document formats including PDF, Word, Excel, HTML, PNG, and more. Any template you have configured in your FlexiSign account will be accessible to the AI agent through the template listing endpoint.
Yes. The agent can query your FlexiSign template library multiple times within a single conversation. If a customer needs both an NDA and a service agreement, the agent retrieves and presents both templates sequentially without restarting the interaction.
The agent checks your FlexiSign catalog and responds honestly if no matching template is found. It can suggest similar documents from the available list or offer to connect the customer with a team member who can create the needed template.
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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