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Send contracts for signature from a phone call with eSignatures.io and AgentCalls.

Connect your eSignatures.io account and your agent can send contracts for signature while it is on the phone. A caller can confirm a service, your agent picks the matching template, adds the client's details and sends the contract to their phone. If a contract is still unsigned and needs changing, your agent can withdraw it and tell the caller what happens next. Your templates stay in your eSignatures.io account, so you keep control over what gets sent.

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What your agent can do with eSignatures.io

  • Send a contract from an existing template to a caller while the call is still in progress
  • Add the signer's name, email and phone to a new contract
  • Browse your templates so the agent offers the right document for the job
  • Withdraw an unsigned contract if the terms change or the caller asks to stop
  • Retrieve template details so the agent can describe what the client is agreeing to

eSignatures.io exposes 17 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Sending a service agreement after a booking call

  1. Caller

    Hi, I'd like to book the monthly cleaning plan for my office on Elm Street.

  2. Agent

    Happy to help, Maya. I can send you the service agreement now so you can sign it on your phone before Thursday.

  3. Caller

    Yes, please send it to maya.reyes@brightoffice.com.

  4. Agent

    Done. The contract is on its way to your inbox and you can sign it from your phone.

Finding the right template for a caller

  1. Caller

    Do you have a contract for a one-time kitchen repair? I don't need the full maintenance plan.

  2. Agent

    Yes. Let me check. We have a one-time repair template with a fixed price and a 30-day warranty.

  3. Caller

    That's the one. The total is 485 pounds, right?

  4. Agent

    That's correct, James. I'll send it to your number now so you can review the terms and sign.

Withdrawing a contract after a change

  1. Caller

    I got the contract for the 12 June delivery, but I need the date moved to the 19th.

  2. Agent

    I understand, Priya. I can withdraw the contract so it can't be signed in its current form, then send you an updated one.

  3. Caller

    Great, thank you. Please make sure the price stays at 1,250 dirhams.

  4. Agent

    Confirmed. The old contract is withdrawn and the new one with the 19th and the same price is on its way.

How to connect eSignatures.io

  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 eSignatures.io

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

  3. 3

    Choose the actions

    In the agent editor, enable the eSignatures.io 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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Questions, answered.

Does the integration work during the call or after it?

It works during the call. Your agent can send a contract, look up a template or withdraw an unsigned contract while the caller is still on the line.

What do I need to connect eSignatures.io?

You need an eSignatures.io account. Enter your credentials in the AgentCalls dashboard under Tools, and your agent can then use your templates and contracts.

Which plan includes this integration?

Tool integrations, including eSignatures.io, are included from the Growth plan.

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Put your agent to work with eSignatures.io.

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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