Signaturely
Your AI agent connects to Signaturely to check document signing status, list pending agreements, and retrieve template details during live conversations. Sales teams close deals faster when signature bottlenecks become visible instantly.
Your AI agent queries Signaturely's document and template APIs to surface signing status, pending agreements, and reusable templates inside every conversation.
Signaturely
See how sales and operations teams use AI to monitor Signaturely document status and keep agreements moving without manual follow-ups.
A sales manager asks the AI Agent 'Which proposals are still waiting for signatures?' The agent queries Signaturely for all documents with 'sent' status, lists each one with the recipient and send date, and highlights any that have been pending for more than three days. The manager follows up on stalled deals immediately instead of discovering them during the weekly pipeline review.
The finance team needs to confirm which contracts were signed this month for revenue recognition. The AI Agent filters Signaturely documents by the current month and 'signed' status, returns the complete list with dates, and confirms the total count. The audit wraps up in minutes instead of the usual back-and-forth with the sales team.
An account manager needs to send a non-disclosure agreement but is not sure which template to use. The AI Agent lists all available Signaturely templates, shows names and creation dates, and helps the manager identify the latest NDA version. The right template is selected and the agreement goes out with the correct terms.
Signaturely
FAQs
The agent calls Signaturely's List Documents endpoint with the status filter set to 'signed.' It returns all fully executed documents. You can also filter by date range to narrow results to a specific period.
The current integration focuses on reading document status and template data. Sending new signature requests, uploading documents, or creating agreements from templates is handled within the Signaturely interface. The agent provides visibility into what has been sent and its current status.
The agent filters by draft, sent, signed, declined, and canceled statuses. Ask for any specific status and the agent returns matching documents. This covers the full lifecycle of a Signaturely agreement from creation to completion.
No. Tars queries Signaturely's API in real-time to retrieve document metadata such as name, status, and dates. The actual document files, signatures, and content remain within your Signaturely account. Nothing is downloaded or stored by Tars.
Yes. The agent accepts a user_id parameter to filter documents created by a specific Signaturely user. This is useful for managers who want to see one team member's pending or completed agreements.
Log into your Signaturely account and navigate to Settings, then API. Your API key is displayed there. Copy it and paste it into the Tars dashboard when adding the Signaturely tool. API access may require a Platinum or Titanium plan.
The agent can filter documents by date range and status. By querying for 'sent' documents older than a threshold you define, it effectively surfaces overdue agreements that have not been signed. You determine what counts as overdue based on your business rules.
The dashboard requires logging in and manually navigating to each document view. With Tars, you ask a question like 'Show me unsigned contracts from last week' and the agent returns the answer immediately. It saves time and makes signing data accessible to anyone on the team, not just Signaturely admins.
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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