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Deal-to-Contract Sender · Sales

Get the contract out the same day the deal says yes

When a HubSpot deal hits your contract stage, it picks the signer, preps your DocuSign envelope and logs it in Notion. A person approves before anything is sent.

Coming soon — waiting for DocuSign approval $129 one-time · never renewsIncluded in Enterprise
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Can't be bought yet: waiting for DocuSign approval. It opens for purchase on its own once approved.

  • Starts from an event in a connected app
  • 1 AI step
  • A person approves before it acts
  • About 20 min to set up

Sound familiar?

The job, before and after this agent.

What it feels like today

  • “Deals reach the contract stage and then sit for days until someone has time to send the paperwork.”
  • “I keep copying names and emails from HubSpot into DocuSign and hoping I picked the right signer.”
  • “Nobody can tell me which contracts went out this month without digging through inboxes.”

What you get with the agent

  • Starts the moment a HubSpot deal moves into the stage you choose, such as Contract.
  • Picks the signer from the deal's contacts using your rules and writes the envelope subject.
  • Flags anything missing, like no email, several possible signers or no amount, before you approve.
  • Nothing is sent until a person approves in Reviews and can correct the signer or subject.
  • Sends your existing DocuSign template and logs the envelope in your Notion contracts database.

Before

The prospect verbally agrees on Thursday. The contract goes out Tuesday, after the rep remembers, finds the template and double-checks who should sign.

After

Thursday afternoon the deal moves to Contract. Minutes later the reviewer sees the suggested signer and subject, clicks approve, and the DocuSign envelope is in the buyer's inbox and logged in Notion.

How it works

The whole workflow, step by step.

Starts when a HubSpot deal moves into the stage you pick (e.g. Contract). It lists the deal's contacts and AI picks the signer using your rules, writes the envelope subject and flags anything missing, like no email or several possible signers. A person approves every envelope in Reviews and can correct the signer and subject; only then is your existing DocuSign template sent to the signer, and the envelope is logged in your Notion contracts database (deal, signer, envelope id, status Sent, date). It doesn't write contract text or fill prices into the document, and signing reminders are DocuSign's own setting.

  1. TriggerDeal reached your contract stage
  2. App callFind the deal's contacts
  3. AI stepPrepare the envelope
  4. Human approvalApprove the envelope
    • Approved:Check before sending
    • Rejected:Not sent
  5. LogicCheck before sending
  6. LogicSend it?
    • Passes:Send the DocuSign envelope
    • Held:Held
  7. OutputHeld
  8. App callSend the DocuSign envelope
  9. App callLog it in Notion
  10. OutputNot sent

This is the workflow that opens in your workspace when you set the agent up. Every step can be edited.

  1. Step 1Deal reached your contract stageStarts when a HubSpot deal moves into the stage you pick (e.g. “Contract”), with the deal's name, amount and close date.
  2. Step 2Find the deal's contactsLists the HubSpot contacts linked to the deal: name, email, job title and company.
  3. Step 3Prepare the envelopeAI picks the signer from the deal's contacts using your rules, writes the envelope's email subject and lists anything missing or doubtful for the reviewer.
  4. Step 4Approve the envelopeA person checks the signer, their email and the subject in Reviews, corrects them if needed and approves sending. Nothing goes to DocuSign without this approval.
  5. Step 5Check before sendingIn code, after approval: exactly one valid signer email, a signer name and a subject with no placeholders left. Anything that fails is held, with the reason in the run history — nothing goes to DocuSign.
  6. Step 6Send it?Envelopes that pass the checks go to DocuSign; the rest are held for a person.
  7. Step 7HeldThe approved envelope failed a check (signer email, name or subject); nothing was sent. The reason is in the run history.
  8. Step 8Send the DocuSign envelopeSends your DocuSign template to the approved signer, in the template's signer role, with the approved subject.
  9. Step 9Log it in NotionAdds a row to your Notion contracts database: the deal, the envelope id, the signer, status Sent and the date.
  10. Step 10Not sentWhen the reviewer rejects, nothing is sent; the run history keeps the deal and the reason.

Example run

What goes in, and what comes out.

Example with fictional data

Comes in

HubSpot deal Acme Logistics annual license ($38,400) moves to Contract. Contacts: an operations manager and the CFO.

The agent produces

Suggested signer: the CFO, per your rule that finance signs over $25k. Subject: Acme Logistics annual license agreement. Flag: two possible signers. After approval: DocuSign template sent, Notion row added with deal, signer, envelope id, status Sent and today's date.

What you need

Everything it takes to run it.

About 20 minutes from purchase to live. A checklist above the canvas takes you through each step.

Plan

Included in Enterprise; on other paid plans it's $129 once. Agents run live on paid plans, from Basic ($39/mo).

Your AI key

Connect any of 14 AI providers on your own key. Your provider bills usage directly, at cost; we add no markup.

Apps

Checklist

  • A paid plan (agents run live on paid plans).
  • An AI provider key (Settings → AI Providers).
  • HubSpot, DocuSign and Notion, connected in Settings → Integrations.
  • A DocuSign template with a signer role, and a Notion contracts database with Envelope ID, Deal ID, Signer, Signer email, Status, Sent and Signed properties.

Setup, about 20 minutes

  1. Connect your AI provider. The AI steps run on your own key (OpenAI, Anthropic, Google and more). Add one in Settings → AI Providers.
  2. Connect HubSpot. Connect the HubSpot account your deals live in (Settings → Integrations → HubSpot).
  3. Connect DocuSign. Connect DocuSign (Settings → Integrations → DocuSign) and pick your data center.
  4. Connect Notion. Connect Notion (Settings → Integrations → Notion) and share your contracts database with it.
  5. Pick the contract stage. Open the trigger and pick your HubSpot account, the pipeline and the stage that means “send the contract”.
  6. Describe who signs. Open “Find the deal's contacts” and pick your HubSpot account, then replace the placeholder in “Prepare the envelope” with your contract rules.
  7. Pick your DocuSign template. Open “Send the DocuSign envelope” and pick your account, the template and the signer role name exactly as in the template.
  8. Pick your contracts database. Open “Log it in Notion” and pick your account and contracts database. It needs: Name (title), Envelope ID (text), Deal ID (text), Signer (text), Signer email (email), Status (select with the options Sent and Signed), Sent (date), Signed (date).
  9. Test it with Dry Run. Press Dry Run: the agent runs on sample data with no messages sent and nothing written to your apps.
  10. Switch the trigger on. Open the trigger and click “Activate app trigger”: deals that move into the contract stage from now on start the agent.

Is it a fit?

Who it's for, and what it won't do.

Built for

  • B2B sales teams using HubSpot and DocuSign
  • Agencies and service firms sending standard agreements
  • Sales ops leads who want one log of every contract sent

What it doesn't do

  • It doesn't write or change contract text and doesn't fill prices or terms into the document: those come from your DocuSign template.
  • It doesn't send signing reminders (DocuSign's own reminder settings do) or follow the envelope after sending (see Signed Contract Filing).
  • It sends to one signer; other parties (e.g. your countersigner) must be set up in the DocuSign template itself.

We list the limits up front so you can decide before you buy.

Price

$129 one-time

Per workspace. It never renews.

Coming soon — waiting for DocuSign approval
  • Included at no extra cost on Enterprise.
  • Buying and running it live need a paid plan, from Basic ($39/mo).
  • Dry Run costs nothing: simulated AI and app calls, nothing sent.
  • AI usage is billed by your own provider, at cost. No AI credits to buy from us.
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One-time agent purchases aren't covered by the 30-day money-back guarantee. Refund policy

FAQ

Questions about Deal-to-Contract Sender.

Which apps does it need?

HubSpot for the deal, DocuSign for the envelope and Notion for the contract log. The agent's page shows whether each app is ready to connect.

Does the AI write my contract?

No. It sends your own DocuSign template; the agent only fills in who signs and the email subject. Prices and terms stay exactly as your template has them.

What if it picks the wrong signer?

Every envelope waits for a person to approve, and the reviewer can change the signer and subject first. Doubtful cases are flagged for you.

Is it worth the price?

One-time price, never renews. Setup takes about 20 minutes. Running live needs a paid plan and your own AI provider key; you can Dry Run it free.

Does it write the contract?

No. It sends your own DocuSign template; the agent only fills in who signs and the email subject.

Are prices or terms filled into the document?

No. DocuSign fills the signer's name and email; anything else in the document comes from the template as you set it up in DocuSign.

What does the Notion contracts database need?

These properties: Name (title), Envelope ID (text), Deal ID (text), Signer (text), Signer email (email), Status (select with the options Sent and Signed), Sent (date), Signed (date). Signed Contract Filing uses the same database to find the deal when the envelope is signed.

Who reminds the signer?

DocuSign does, using the reminder settings on your template or account.

Is this a subscription?

No. Deal-to-Contract Sender is a one-time purchase of $129 per workspace and never renews. The Enterprise plan includes it at no extra cost. Running it live needs a paid plan (from Basic ($39/mo)), and your AI provider bills you directly for usage.

Can I test it before it touches real data?

Yes. Once it's set up in your workspace, Dry Run plays every step on sample data with simulated AI and app calls: nothing is sent and nothing in your apps changes. Switch the trigger on only when you're happy.

Deal-to-Contract Sender is almost ready.

Can't be bought yet: waiting for DocuSign approval. It opens for purchase on its own once approved. Create a free account now and you'll find it on your Agents page.

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