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eversign - Create PDF, Word, Excel Documents
eversign connects with Documentero to help teams generate and manage documents that require signatures. You can create custom templates in Documentero for contracts, agreements, or forms, and then send them through eversign for signing. With triggers for new documents and templates, the integration makes it easy to keep signed files and generated files in sync across your workflows.
eversign
Documentero
Triggers
Watch New Documents — Triggers when a new document event is created.
Watch New Templates — Triggers when a new template event is created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from eversign using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from eversign using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate signed invoices with Documentero and eversign
Create legally binding contracts from Documentero templates and send to eversign
Export HR forms from Documentero directly to eversign for employee signatures
Send Documentero-generated NDAs to eversign for client signing
Generate PDF agreements in Documentero and route them to eversign for approval
Automatically create partnership agreements in Documentero and deliver via eversign
Prepare purchase orders in Documentero and send them for signature with eversign
Generate real estate contracts in Documentero and finalize them using eversign
Create custom sales proposals in Documentero and send through eversign for client approval
Export vendor agreements from Documentero and manage signing in eversign
How you can use eversign + Documentero
Contract Signing
Generate a contract in Documentero and automatically send it to eversign for digital signature.
Template Updates
When a new template is added in Documentero, sync it with eversign to keep signing templates current.
Onboarding Documents
Create onboarding forms in Documentero and deliver them through eversign for new hires to sign.
Sales Agreements
Generate sales agreements in Documentero and push them to eversign when a deal is closed.
Compliance Records
Automatically create compliance reports in Documentero and send them to eversign for approvals.
Setup Guides
Zapier Tutorial: Integrate eversign with Documentero
- Create a new Zap in Zapier.
- Add eversign to the zap and choose one of the triggers (Watch New Documents, Watch New Templates). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the eversign trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate eversign with Documentero
- Create a new scenario in Make.
- Add eversign to the scenario and choose one of the triggers (Watch New Documents, Watch New Templates). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the eversign trigger.
- Run or schedule your scenario and verify the output.
