Add eSignatures to your AI agent
eSignatures is an electronic signature platform for creating templates, sending contracts, managing signers, and tracking signing workflows.
- Things your agent can do in eSignatures
- 28
Things your AI can do in eSignatures
Your FormWise AI can handle any of these in eSignatures — on its own, without you needing to click a button.
Add Contract Signer
Add a signer to an editable contract without automatically sending a signature request.
Add Contract Signers
Add a non-empty list of signers to an editable contract by calling the provider's singular endpoint sequentially in request order. Execution is not atomic and stops on the first provider error. The response preserves earlier signer IDs and identifies the failed input so callers can recover without retrying successful additions.
Add Template Collaborator
Create a name-only collaborator who can edit a template. This action does not send an invitation or perform any other external delivery.
Create and Send Contract
Create a contract from a template or from ad-hoc Markdown and immediately send signature requests to its signers. Supply exactly one of template_id or markdown. This causes external delivery; production sending is usage-priced and requires explicit confirmation.
Create Contract Draft
Create a test or production contract draft from a template or from ad-hoc Markdown, without sending signature requests or otherwise delivering it externally. Supply exactly one of template_id or markdown.
Create Template
Create a reusable Markdown contract template.
Delete Contract Signer
Permanently remove a signer from an editable contract. Withdrawn contracts are locked and reject this operation.
Delete Template
Permanently delete a template.
Duplicate Template
Duplicate a template with a new title plus optional placeholder replacements.
Get Contract
Get one contract's current status, details, signers, signer field values, and temporary signed-PDF URL when available. Do not poll this tool; use provider webhooks for lifecycle changes. Records older than two weeks may be incomplete.
Get Contract Content
Return the Markdown content of one contract.
Get Contract Placeholder Fields
Return the current placeholder replacements for one contract.
Show 16 more things it can do
Get Template
Get one template's metadata, placeholder keys, and signer-field IDs.
Get Template Content
Return the Markdown content of one template.
Invite Template Collaborator
Invite a collaborator to edit a template. This action sends an external invitation to the required email address and requires explicit confirmation.
List Template Collaborators
Return all collaborators who can edit one template. The provider exposes no pagination controls.
List Templates
Return all templates available to the connected account. The provider exposes no pagination controls.
Preview Contract Content Update
Preview the prospective Markdown from exact find-and-replace edits without mutating the contract.
Preview Template Content Update
Preview the prospective Markdown from exact find-and-replace edits without mutating the template.
Remove Template Collaborator
Remove a collaborator's permission to edit a template.
Resend Sign Request
Resend a signature request to one signer. This causes external delivery and may incur production usage charges, so explicit confirmation is required. The provider documents this operation, but its external-delivery behavior has not been live-probed.
Send Draft Contract
Send an existing draft to its signers. This can cause external delivery and production contracts may incur usage charges; explicit confirmation is required.
Update Contract Content
Apply exact Markdown find-and-replace edits to a contract. This always mutates the contract; use Preview Contract Content Update to inspect the result first.
Update Contract Placeholder Fields
Update selected placeholder replacements on an unsigned contract.
Update Contract Signer
Update selected contact, delivery, authentication, or redirect details for a signer without resending the contract. At least one signer update field is required.
Update Template
Update a template's title and/or labels without changing its Markdown content. At least one of title or labels is required.
Update Template Content
Apply exact Markdown find-and-replace edits to a template. This always mutates the template; use Preview Template Content Update to inspect the result first.
Withdraw Contract
Irreversibly withdraw an active unsigned contract so it can no longer be signed. The retained contract remains queryable.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once eSignatures is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in eSignatures, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches eSignatures for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive eSignatures work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect eSignatures to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find eSignatures in your connected apps
Inside FormWise, go to Settings → Connected Services and look for eSignatures.
- 3
Hit "Connect"
Click "Connect eSignatures" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in eSignatures
Build a quick AI Agent (it's like writing instructions, not code), and pick the eSignatures actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of eSignatures for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your eSignatures workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other eSignatures users had before signing up
Do I need to know how to code?
Not even a little. If you can use eSignatures today, you can set this up. You'll connect eSignatures, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your eSignatures login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect eSignatures or delete everything any time.
What happens when eSignatures updates their app?
We handle it. When eSignatures adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting eSignatures takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like eSignatures — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About eSignatures on FormWise
eSignatures is an electronic signature platform for creating templates, sending contracts, managing signers, and tracking signing workflows.
Connect eSignatures once and your FormWise AI gets 28 things it can do inside it. That means your AI can handle the eSignatures work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to eSignatures? Take a look at esignatures.com.
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Stop doing the eSignatures work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.