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Send and track e-signature requests for Dropbox Sign during every call.

Connect Dropbox Sign and your AgentCalls agent can send signature requests while a caller is still on the line. When a customer agrees to a quote, a contract or a form, the agent can create the signing request, send it to the email address on the call, and confirm when it has been sent. Your agent can also check whether a document has been signed and tell a caller where it stands, so your team spends less time chasing paperwork. Connection uses your own Dropbox Sign credentials from the tool's settings.

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What your agent can do with Dropbox Sign

  • Send a signature request for a contract, quote or form during the call
  • Check whether a document has been viewed, signed or is still waiting
  • Resend a pending signature request to the caller's email address
  • Tell the caller the status of their document without transferring the call
  • Log each request so your team can see what was sent and when

Dropbox Sign exposes 56 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Quote approval on an inbound call

  1. Caller

    Hi, I'd like to go ahead with the kitchen refit quote you sent me last week.

  2. Agent

    Great, I can send that over for your signature now. Is the email on file still sarah.patel@gmail.com?

  3. Caller

    Yes, that's the one.

  4. Agent

    Done. The signing link is on its way to you now. It should take about two minutes to sign.

Checking a signed agreement

  1. Caller

    I signed our service agreement on Monday but I never got a copy. Can you check?

  2. Agent

    Yes, I can see it. It was signed on Monday at 4:12 pm by Daniel Okafor. I'll resend the completed copy to your inbox right away.

  3. Caller

    Perfect, thank you.

  4. Agent

    It's sent. You'll see it within a few minutes.

Outbound reminder for an unsigned form

  1. Agent

    Hello, this is calling from Riverside Dental about the new patient consent form we sent on Tuesday.

  2. Caller

    Oh, I meant to sign that. I've been busy.

  3. Agent

    No problem. I can resend it to your email now. Would you like it sent to the same address?

  4. Caller

    Yes, same one.

  5. Agent

    Sent. Your appointment on the 14th is still confirmed once the form is signed.

How to connect Dropbox Sign

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Dropbox Sign

    From Integrations in the dashboard, choose Dropbox Sign and enter the connection details from your Dropbox Sign account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Dropbox Sign actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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All Documents, notes & files integrations

Questions, answered.

Does this work during the call or after it?

Both. Your agent can send and check signature requests while the caller is on the line, and it can also run follow-ups or reminders on outbound calls.

What do I need to connect Dropbox Sign?

A Dropbox Sign account with the credentials you use in its settings. Sign in to the AgentCalls dashboard, choose Dropbox Sign and add your credentials.

Which plan includes this integration?

Integrations are included from the Growth plan. Dropbox Sign itself is billed separately under your own account.

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Put your agent to work with Dropbox Sign.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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