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.

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.