Create and send contracts for signature over WhatsApp with AI

Lets customers request, fill out, and sign a contract entirely through a WhatsApp chat with AI.

How the work actually flows

A straight line. A person has to approve before it continues.

Pattern: Sequence (1) ยท Transient Trigger (23)

flowchart TD trig>"customer requests contract in chat"]:::trig s0["pick contract template"]:::svc s1["fill in contract draft"]:::svc s2(("customer reviews draft")):::human s3["send for e-signature"]:::svc trig --> s0 s0 --> s1 s1 --> s2 hg(("customer approves draft")):::human s2 --> hg hg -->|"approved"| s3 hg -. "sent back" .-> s2 out[/"signed contract delivered"/]:::out pay{{"faster contract turnaround"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itAn outside serviceA personResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsMessaging & Notifications
Connects
WhatsAppZapSignOpenAI

The problem it solves

Putting together a contract for a customer usually means picking the right template, filling in the details yourself, and going back and forth by email before it's ready to sign. That back and forth slows down deals that could close the same day.

Who it fits

A business that sends contracts or agreements to customers and wants signing to happen fast.

How it works

  1. A customer starts a conversation on WhatsApp asking for a contract
  2. AI helps them pick the right template and asks for any missing details
  3. It fills in the contract and shows the customer the full draft for review
  4. Once approved, the contract is sent out for electronic signature
  5. The customer receives a signing link and a confirmation when it's signed
What you get

Contracts customers can request and sign without a call

Customers can request, fill out, and sign a contract entirely through a WhatsApp chat, with a clear draft to review before it's sent for signature.

What you get

A completed, signed contract with no manual drafting or email back-and-forth.

What you need

A WhatsApp Business account and a ZapSign account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Answer WhatsApp messages instantly with an AI chatbot

Replies to WhatsApp messages automatically using AI, remembering each customer's recent conversation.

Standard

Answer ZapSign API questions automatically with AI

Answers developer questions about the ZapSign e-signature API instantly by searching the documentation with AI.

Standard

Book, check, and cancel appointments through WhatsApp voice messages

Customers can book, check, or cancel appointments over WhatsApp using text or voice, with an AI assistant handling it all.

Advanced

Book, reschedule, and cancel meetings through WhatsApp chat

Lets clients book, reschedule, or cancel appointments by texting your business on WhatsApp, no calls needed.

Advanced
Back to the AI Playbook