Contract chase desk for stuck Dropbox Sign signatures

By General Input

See every signature request still waiting, who is actually blocking it, and how much revenue is stuck, then fix it without leaving the page.

Integrations

  • Dropbox Sign
  • HubSpot
  • Slack

Type

App

Categories

  • Sales
  • Operations

Build me a contract chase desk: one screen that shows every Dropbox Sign signature request still waiting on someone, sorted by how long it has been sitting, with the HubSpot deal it belongs to right beside it so I can see how much revenue is stuck.

The main board is a list of every incomplete signature request. Load it with the Dropbox Sign List Signature Requests operation, then call Get Signature Request on each one to break it down signer by signer. Every row shows the document title, the date it was sent, the number of days since it was sent, and each signer with their name, email address and current status, so I can tell whether we are waiting on the customer, waiting on our own countersigner, or waiting on a signer who never even opened the email. Call out that last case clearly, because a signer who has never viewed the document usually means the address is wrong or the email went to spam.

Match each request to a deal. Take the signer email addresses on the request, look them up with the HubSpot Search Contacts operation, find the associated deal with Search Deals, then pull the full record with Get Deal. Each row carries the deal name, amount and close date next to the contract. When nothing matches, keep the row on the board and mark it unmatched rather than hiding it, and let me search HubSpot from the row to attach the right deal by hand.

Group the board into three buckets: waiting on them, for requests where the outstanding signers are the customer; waiting on us, for requests where the next outstanding signer is one of our own people; and at risk, for anything past a days-since-sent threshold or where a signer has never viewed the document. Default the at-risk threshold to 14 days and make it editable. At the top of the page show the total deal value sitting in each bucket alongside a contract count. That total is the number I open this app for, so it should be the first thing I see.

From any row I can fix things without leaving the page. Send a nudge with Send Signature Request Reminder, letting me pick which signer to remind. Correct a typo in a signer address with Update Signature Request, which is the single most common reason a contract is stuck forever. Push a corrected document through Edit and Resend Signature Request. Kill a dead one with Cancel Signature Request, behind a confirmation step since it cannot be undone. After any action, refresh the row so its status and signer list are current.

Add a Chase this contract button on every row that kicks off a background agent. The agent pulls the signer history for that request with Get Signature Request, reads the linked deal with HubSpot Get Deal, and looks at recent contact activity with Search Contacts to understand where the relationship actually stands. It then drafts a follow-up note pitched at whoever is genuinely blocking, so a note aimed at our own countersigner reads differently from one aimed at a customer who has gone quiet. It logs that draft against the deal with HubSpot Create Note, posts a short summary to the deal team using the Slack Send a Message operation, and writes the draft back into the app so I can read it on the row.

Store the agent output per signature request so each row shows when it was last chased and the latest draft, and keep a short history of what has been done from the board, including reminders sent, addresses corrected, documents resent and requests cancelled. This is a desk I open and clear rather than a digest that gets pushed at me, so state that survives between visits matters: I should be able to see at a glance which contracts I have already worked today.

Related prompts

Explore more prompts
Call overdue Xero customers with an AI collections agentWin back LiveChat visitors whose chats went unansweredTurn Mailjet email clicks into ranked HubSpot follow-upsiMessage campaign console with pre-flight checks and delivery boardChat quality review board for LiveChat support leadsA searchable RFP answer library your bid team drafts fromSee which target accounts just started advertising on LinkedInAccount health board that puts product usage next to your CRMLook up a customer's full chat history mid conversationLusha prospecting workbench with credit-safe reveals