Send a contract for signature

Olyvr creates a document from a PandaDoc template, fills in the fields, and sends it for signature once you have checked every value and signer.

Note

This needs the PandaDoc plugin. What Olyvr can do depends on the tools that plugin’s server offers. Try it first with a sample template and a signer you control.

What you need

• The PandaDoc plugin connected to the right workspace.
• A template with the fields and signer roles you need.
• The values for each field and each signer’s name and email address.

Ask Olyvr

Create a services agreement from our standard PandaDoc template for Dana Lee at Northwind, fill in the start date and fee from this note, and send it for signature after I approve.

What Olyvr does

1. Finds the template and workspace, and maps your values to the template’s fields and signer roles.
2. Creates a draft document and points out any required field that is still empty.
3. Shows the document, the recipients, the signing order and the message.
4. Asks you to approve sending. Sending is a separate step from creating the draft.
5. Reads the document status back and tells you whether it is a draft, sent, viewed or signed.

Check the result

• The signer receives exactly one invitation for the document you reviewed.
• The original template is unchanged.
• Olyvr reports the status PandaDoc gives. A sent invitation is not a signature.

If something goes wrong

• Two signers share a name: Olyvr should ask you which email address to use. Confirm it in the preview.
• You change a recipient after the preview: review and approve again. The old approval doesn’t cover new arguments.
• Sending times out: check the document in PandaDoc before asking Olyvr to send again, so the signer doesn’t get two invitations.