Automate Docusign with Ottermation by Speak Toomey

DocuSign is a digital signing service that replaces printing, scanning, and overnighting paperwork with a few clicks. You upload a document, drag signature or initial boxes where you need them, and send a secure link to your client. They sign from any device—phone, tablet, or laptop—and the signed PDF comes back legally binding, time-stamped, and tamper-evident. No pens, no printers, and no waiting for couriers.

Table of Contents

  • Pain Points

  • How We Help

  • Real Impact

  • Tech Stack

Pain Points

When paperwork is manual, everyone waits:

  • Printing, scanning, and chasing signatures slows deals.

  • Signed PDFs end up in email threads instead of the right folder.

  • No automatic alert when a document stalls.

How We Can Help

DocuSign handles the signature; our automation layer does the rest:

  • One-click send. Choose a template—client name and deal details fill in automatically.

  • Real-time tracking. As soon as someone signs, you get an email and the status flips to “Signed” on your deal board.

  • Smart filing. The finished PDF drops into your “Contracts” Drive folder, named with date and client name.

  • Gentle nudges. If the document isn’t opened in 48 hours, a polite reminder text goes out and the account owner is tagged in Slack.

Metric Before After
Avg. time to get signatures 3–4 days < 1 day
Documents lost in inbox / month 10 0
Manual follow-ups per contract 3 0
Filing time per signed doc 5 min 0 min

Tech Stack

E-Signature: DocuSign

Automation Layer: Ottermation

File Storage: Google Drive · OneDrive

CRM & Deals: HubSpot · Airtable

Notifications: Slack · Gmail

Workflows That Use

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Questions? Check our Apps We Automate hub or email support@speaktoomey.com.