Automated signature reminders
Choose when the first nudge goes out and how often it repeats. Reminders reach only the person whose turn it is, and they stop the moment that person signs.
Electronic Signature Workflow Automation That Keeps Every Agreement Moving
Send a document for signature to multiple signers, set the order they sign in, let reminders do the chasing, and watch the status update itself. You set the route once and the agreement walks it on its own.
Electronic signature workflow automation: three routing models, one canvas.
Sequential when order matters, parallel when it does not, conditional when the document decides for itself. Pick one on the send screen, or save it into a template and stop picking altogether.
Set the routing order once and SignSecure will countersign a contract in the right sequence, holding your signer until the customer has signed.
Signer roles
Give everyone exactly the job they came for.
A route is only as clear as the roles inside it. Assign a role per recipient and the signing page shows that person their part of the document and nothing they do not need.
- SignerApplies a signature and fills the fields tagged for them. The classic role, and the one most recipients get.
- ApproverReviews and gives the nod so the route can continue. No signature block required, and their approval is logged as its own event.
- Form fillerCompletes data fields such as a purchase order number, headcount or delivery address, then hands the document on.
- Certified recipientReceives the finished document for the record. Their delivery and open events appear in the audit trail alongside everyone else.
The chasing, tracking and repeating, handled.
Once the route is set, the rest of the workflow runs itself. Your job goes back to being the interesting part of the deal.
Automatic reminders and a document expiry date keep an agreement moving without anyone chasing it by email.
Expiry you control
Give an envelope a life span so quotes and offers stay current. Extend it in one click while it is still open.
Live status tracking
Sent, delivered, viewed, signed and completed, updating in real time on a single dashboard and on the record itself.
Everyone sees the same picture
Status lives with the record, so nobody has to ask where a document got to.
Bulk send documents for signature
Upload a recipient list and SignSecure creates one personalised envelope per row, each with its own fields, its own route and its own audit trail. Perfect for annual policy sign-off or a batch of renewals.
Templates with per-recipient fields
Save the document, the field layout, the roles and the routing together. Every field is tagged to a role, so the right person sees the right box every time you reuse it.
Esignature integration with CRM
Start the workflow from wherever the deal already lives.
The fastest workflow is the one nobody has to open a new tab for. Launch a route from a Salesforce record, from a Flow, from an automation tool, or from your own code with one API call.
- SalesforceA send button on Opportunity, Quote, Contract or any custom object, with fields merging in and signed values writing back.
- Flow and automation toolsPlain-language actions for Salesforce Flow, plus Zapier for the rest of your stack.
- WebhooksEvery status change posts to your endpoint, so your own systems react the moment something moves.
- REST APICreate envelopes, set routing, add recipients and fetch the sealed PDF and its certificate.
POST https://api.signsecure.org/v1/envelopesAuthorization: Bearer sk_live_your_keyContent-Type: application/json{ "template_id": "tpl_renewal_2026", "routing": "sequential", "recipients": [ { "role": "signer", "order": 1, "name": "Amara Whitfield", "email": "amara@whitfieldgroup.co" }, { "role": "approver", "order": 2, "name": "Ravi Menon", "email": "ravi@yourcompany.com" } ], "fields": { "renewal_term": "24 months", "start_date": "2026-09-12" }, "reminders": { "first_after_days": 2, "repeat_every_days": 3 }, "expires_in_days": 21, "webhook_url": "https://yourcompany.com/hooks/signsecure" }
One call creates the envelope, applies the sequential signing order, merges the fields and switches the reminders on. The response returns the envelope id you can track from then on.
Workflow questions, answered.
How do I send a document for signature to multiple signers?
Add each person as a recipient, give them a role, and choose sequential or parallel routing. Sequential gives each recipient a number and releases the document to the next person once the one before them finishes. Parallel sends to everyone at the same moment. Either way it stays one envelope with one audit trail.
Can I change the signing order after a document is out?
Yes. While an envelope is still in progress you can correct a recipient, reorder the people who have not yet signed, or add someone new to the end of the route. Everyone already finished keeps their signature and their place in the audit trail.
Can I set the order that people sign in?
Yes. Set a routing order on the template and each signer is invited only when the person ahead of them has finished, which is how most teams handle countersigning an order form or MSA.
What happens if a signer never opens the document?
SignSecure sends automatic reminders on the schedule you choose and can expire a request after a set number of days. The status stays visible on the Salesforce record, so follow-up is a glance rather than a search through an inbox.
What does bulk send create?
A separate envelope for each row in your list, personalised with that row's field values and routed with the template's roles. Each one is tracked, reminded and sealed independently, so you get one clean record per recipient rather than one shared document.
Do reminders go to everyone at once?
In a sequential route, reminders go only to the person whose turn it is. In a parallel route, they go to whoever still has the document open on their side. Anyone who has already finished is left alone.
Build your first route in the next ten minutes.
Free to try, no card needed. Bring a document, add two recipients, and let the workflow take it from there.