Automatically Create, Approve, and Sign Documents


This video demonstrates how to use Zenphi to automatically create, approve, and sign documents, simplifying workflows for contracts, proposals, and more.

Scenarios where you can use this workflow for automated document creation, approval, and signing:

  • Contract Management: This flow will help you automatically generate contracts, route them for approval, and finalize them with eSignatures.

  • Proposal Approvals: Use this flow to streamline the process of creating, reviewing, and signing client proposals for faster deal closures.

  • Employee Onboarding in HR Workflows: Use the same flow to generate and approve employment agreements, NDAs, and onboarding documents.

  • Compliance Documentation: This flow will allow you to automate the creation and signing of regulatory or legal forms to ensure timely compliance.

Just follow the tutorial to replicate the workflow in your Zenphi Workspace, or book a call with our automation experts to get a guided setup.