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Send and check Eversign signature requests from your business phone line.

Eversign lets you send documents for signature and track them online. With AgentCalls connected to Eversign, your agent can look up a signature request while a customer is on the phone, tell them where it stands, and send a new document for signing when the details are confirmed. Your agent works from the same account and templates your team already uses. Connect with your own Eversign credentials from its settings, and your agent works only within the businesses and documents you allow.

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What your agent can do with Eversign

  • Check whether a document has been signed, viewed, or is still waiting
  • Look up a document's full event history to answer 'who signed and when'
  • Create a new document for signature from a confirmed signer list
  • Send a reusable template for signature during the call
  • List a customer's pending documents and templates

Eversign exposes 10 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Customer asks about a signature

  1. Caller

    Hi, I sent my lease renewal last Tuesday. Has the landlord signed it yet?

  2. Agent

    Let me check that for you. The document was opened yesterday, but it is still waiting for the landlord's signature.

  3. Caller

    Okay, can you send him a reminder?

  4. Agent

    I can send a reminder to the landlord's email on file. Do you want me to do that now?

New client needs an engagement letter

  1. Caller

    I'd like to start the bookkeeping service. Can you send me the engagement letter?

  2. Agent

    Sure. I have the standard engagement template. Can you confirm your full name and the email you want it sent to?

  3. Caller

    Daniel Ortiz, daniel@ortizcafe.com.

  4. Agent

    Thanks, Daniel. The letter is on its way to daniel@ortizcafe.com for signature. You will get a link in the next few minutes.

Follow-up on an unsigned quote

  1. Agent

    Hello, this is calling from Brightline Interiors about the kitchen quote we sent on Monday. Do you have a moment?

  2. Caller

    Yes, I was going to sign it this week. What's the total again?

  3. Agent

    The total is 4,850 pounds, including fitting. The document is still open on your side. Would you like me to resend the link?

  4. Caller

    Please do.

How to connect Eversign

  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 Eversign

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

  3. 3

    Choose the actions

    In the agent editor, enable the Eversign 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 the agent work during the call or after it?

Both. Your agent can look up documents and send new ones while the caller is on the line, and it can also make follow-up calls about documents that are still waiting.

What do I need to connect Eversign?

You need an Eversign account and your own credentials from its settings. Then sign in to the AgentCalls dashboard and add Eversign under your tools.

Which plan includes this integration?

Tool integrations are included from the Growth plan.

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Put your agent to work with Eversign.

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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