Automating Contracts with eSign

Use our Google Doc eSign template to automate agreements from sheets or forms
Use contract template
*Only works on desktops
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Automate your Contracts with eSign

You can automate agreements from our Google Docs sign template in a few easy steps. It is simple to eSign agreements which contain all the information your customers need, including multiple line items and payment details. After you've opened Portant Workflow, copy the Google Docs invoice template workflow, connect your spreadsheet, then add column tags to your invoice template and finally click 'Start', and voila!, you’ve automated your invoices!

We know how painful and monotonous it can be to copy and paste data into an invoice template and then export it as PDF. That’s why we’ve come to the rescue.

With Portant you can copy our invoice template, click a few buttons and invoices will be magically generated whenever you need them. You can then automatically share the invoices via customised emails. Just select the options you require and place your invoicing on autopilot.

Portant can also convert Google Forms to Docs

How to automate invoices from Google Docs and Sheets

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Select Form
Select the Form that triggers the contract to be sent
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Connect Template
Connect a Google Docs contract template
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Add Tags
Click 'insert' to place tags in a  Doc template
Then request signatures when you receive a form response

'How to automate agreements with Google Docs' tutorial

Step 1 - Copy our eSign template

To copy our sign template - first log in via your Google account and then authorise Portant to place the files in your drive.

Copy eSign template
*Only works on desktops

Step 2 - Choose your own agreement file (optional)

When you copy the template, Portant will create a Google Docs contract template and form automatically. However you can select your own Google Docs contract template if you have one.
If you select a new spreadsheet/form, remember to update the tags in your template document.

Step 3 - Customise the  template (optional)

If you have added your own contract template, you will need to open the document block and add tags into your document.

Copy a tag from the source table

Step 4 - Turn on Auto-create 🎉

Turn on auto-create, and every time someone responds to your form, they will be emailed a document to sign. The signed contracts will also be emailed to you, your customers and also stored in a folder in your Google Drive.

Easy as that 🙌

Eliminate unnecessary manual work

Automatically signing agreements from a template removes manual data entry from your life. Generating signed documents from a template enables you to get back to the more important stuff.

An animation showing documents being created every time a new line is created in a spreadsheet.
An animation showing text and images being automatically placed inside a Google Presentation.

Make your agreements more accurate

Typos should be a thing of the past. With Portant's agreement template, all data is sourced from the respondent's form response. Plus, your contract formatting is guaranteed to be consistent.

Built into Google Workspace

Create agreements with the tools you already use - Google Docs, Sheets, Slides and Forms. Automating your process using an eSign template will help to turbo charge your workflows so you can hit all your goals.

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Frequently asked questions

Can I add a signature in Google Docs?
How can I create a digital signature?
How do I create an electronic signature?
How do I do an electronic signature?
Can you just type your name for an electronic signature?
How do I create a free electronic signature?
What can I use instead of DocuSign?
Is there a free document signing app?
What are free alternatives to DocuSign?
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Portant is a lot more than just a contract workflow template. Portant is a fully-fledged online document automation solution.

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