Using Make.com in conjunction with the Documenso app can create powerful, quick-win automations for streamlining document signing processes. Here are five simple yet impactful automations that leverage Documenso's open-source signing capabilities to improve workflow efficiency:

1. Automated Contract Signing Requests

Objective: Automatically send document signing requests to new clients.

Workflow:

• Trigger: New client added to your CRM (e.g., HubSpot).
• Outcome: Automatically send a personalized document signing request using Documenso.
• Benefits: Reduces manual effort by automatically sending required documents for signature as soon as a new client is onboarded.

2. Real-Time Signature Status Updates

Objective: Get notified as soon as a document is signed.

Workflow:

• Trigger: Document signed via Documenso.
• Outcome: Send a notification or update in Slack or email.
• Benefits: Provides immediate visibility on signature completion, keeping you updated in real-time and reducing delays in follow-up tasks.

3. Automated Document Archiving

Objective: Automatically store signed documents in a cloud storage system.

Workflow:

• Trigger: Document signed in Documenso.
• Outcome: The signed document is automatically uploaded to Google Drive or Dropbox.
• Benefits: Simplifies document management by automating the archiving of signed documents in your preferred storage solution.

4. Scheduled Reminders for Pending Signatures

Objective: Automate reminders for pending document signatures.

Workflow:

• Trigger: Document not signed within 3 days of being sent via Documenso.
• Outcome: Send an automated reminder email to the recipient.
• Benefits: Ensures documents get signed promptly without the need for manual follow-ups, improving turnaround times.

5. Bulk Document Signing Requests

Objective: Send multiple signing requests to a list of recipients at once.

Workflow:

• Trigger: CSV upload or form submission with multiple email addresses.
• Outcome: Automatically send out document signing requests to all listed recipients using Documenso.
• Benefits: Saves time and simplifies the process of sending out bulk signing requests, ideal for large agreements or HR paperwork.

These automations not only streamline document signing but also save time and reduce manual effort by integrating Documenso's open-source platform with popular business tools via Make.com.