Import signed contracts contract_signed.pdf

Contract Auto-Fill
Automatically extract data from signed contracts to populate CRM fields for seamless client onboarding.

Import completed invoices invoice_approved.pdf
Update CRM client_record.csv
Invoice Processing

Streamline invoice approvals by extracting invoice details and initiating payment processes upon DocuSign completion.

Extract invoice information
Send data to accounting software

Import executed agreements agreement_executed.pdf
Automated Signatory Check

Ensure compliance by verifying signatory details against internal records after documents are signed via DocuSign.
Verify signatory details
Contact us to enhance your workflows today
Log verification results compliance_log.csv



















































