arthurmyx

For the moment, my actual set-up is: Hubspot trigger > Create Google drive folder with template docs > Replace values with Hubspot field > Redline & back and forth if necessary > Hubspot trigger > Create and add docs to a Docusign envelope > Send.

Workflow is in n8n for now. Thinking to move it to an agent.

Curious to learn about best practices if you built something similar. I think this step is key, don't want to lose a hot prospect here.

Hello, working as a sales ops, one of my last project was to automate the contract process. For that, no choice but to use a electronic signature provider. Quite a big market there if you want to launch because... there's definitely some space for better.

Happy to share more insights if you have any question or feedback !

Good article thanks