Send personalized contracts from Typeform to Adobe Sign
When a prospect submits your contract request form, the right template goes out for signature with a personal cover note, and every send is logged in a sheet.
Typeform
Adobe Acrobat Sign
Google SheetsSalesOperationsDocument ProcessingOnboarding AutomationWhenever a prospect submits our contract-request Typeform (fields typically include name, work email, company, deal size, and contract type), automatically pick the right Adobe Acrobat Sign template, draft a personalized cover message, send the agreement out for signature, and log the send to Google Sheets.
Trigger: a Typeform webhook fires on every new submission. Use Typeform's Create or Update Webhook once during setup to subscribe our workflow endpoint to the specific form ID (tagged so re-runs update in place rather than duplicating).
On each submission, read the answers and decide which Adobe Sign library document template to use. The mapping between the contract-type answer and the library document ID must be human-configurable at the top of the workflow (for example: NDA -> libDoc_xxx, MSA -> libDoc_yyy, Order Form -> libDoc_zzz, with a default fallback). If the contract-type answer is ambiguous or missing, fall back to the default template and flag the row in the log so a human can review.
Draft a short, personalized cover message (2 to 4 sentences) that references the submitter's company, the specific contract type they asked for, and the deal size if provided. Keep the tone consistent with the sales team's voice, no em dashes, and never invent facts the form didn't provide.
If the Typeform submission includes any file uploads (for example an existing draft they want mirrored), download each file and Upload Transient Document to Adobe Sign to obtain transient document IDs, then attach them alongside the library document when creating the agreement.
Call Adobe Sign's Create Agreement with state IN_PROCESS so the agreement is sent immediately rather than saved as a draft. The submitter is the first (and typically only) signer, populated from the form's name and email fields. The agreement name should be something like '<Company> - <Contract Type>' and the cover message becomes the agreement's message body.
Finally, Append Values to a Google Sheets tab named 'Contracts Sent' with one row per agreement: timestamp, submitter name, company, email, contract type, template name used, Adobe Sign agreement ID, deal size, and a 'needs review' flag when the template was chosen by fallback. This gives the sales team a durable paper trail.
If any step fails (template lookup missing, Adobe Sign returns an error, Google Sheets append fails), log the failure to the same sheet with an error column populated so nothing is silently dropped.
Additional information
What does this prompt do?
- Watches your Typeform contract-request form and fires the moment a prospect submits it
- Picks the right Adobe Acrobat Sign template based on the contract type they asked for (NDA, MSA, order form, or your own list)
- Writes a short personalized cover note that references the prospect's company and situation
- Sends the agreement out for signature immediately with the prospect as the signer, no manual step in Adobe Sign
- Logs every send to a Google Sheet so the sales team has a running paper trail of who received what and when
What do I need to use this?
- A Typeform account with the contract-request form already built and receiving submissions
- An Adobe Acrobat Sign account with your contract templates saved as library documents (one per contract type)
- A Google Sheet with a header row for the columns you want tracked (timestamp, company, contract type, agreement ID, etc.)
- A short mapping of contract-type answers to the correct Adobe Sign template, so the workflow knows which one to send
How can I customize it?
- Update the contract-type to template mapping whenever you add or retire a template in Adobe Sign
- Tune the cover-message tone or add clauses the message should always mention (pricing, timeline, next steps)
- Change the log destination — a different sheet, a Slack channel, or your CRM — if the sales team wants alerts alongside the paper trail
- Add extra signers (your legal or sales lead) as counter-signers when required
Frequently asked questions
What happens if the prospect's contract type doesn't match any template?
Can the cover note reference specific details from the form, like deal size or industry?
Does this work if my Typeform collects file uploads?
Will the contract be sent immediately or saved as a draft?
Can I use this with DocuSign or Dropbox Sign instead of Adobe Sign?
Related templates
Stop retyping every contract request by hand.
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