Curious: How do you manage contract signature? Any winning process?(getprobo.com)

1 ポイント投稿者 arthurmyx2 か月前1 コメント

Curious: How do you manage contract signature? Any winning process?

https://www.getprobo.com/blog/2026-04-24-how-we-automated-our-client-contract-process

1 コメント

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.