Sentie +
DocuSign

DocuSign Handles Signatures. Sentie Handles Everything Around Them.

DocuSign transformed document signing by making it digital, fast, and legally binding. But signing is just one step in the agreement lifecycle. Before the signature, someone needs to prepare the document, populate it with the right terms and data, route it through internal approvals, and send it to the right recipients with the right signing order. After the signature, someone needs to file the document, extract key terms for tracking, set renewal reminders, and ensure compliance with the obligations agreed to.

These surrounding tasks are where the real time gets consumed. Sales teams lose hours each week preparing contracts from templates, chasing internal approvals, and following up on unsigned agreements. Legal teams spend their days reviewing standard terms that rarely change. Operations teams manually extract dates, amounts, and obligations from signed documents to enter into tracking systems. The signing itself takes minutes. The administrative work around it takes days.

Sentie agents automate this surrounding workflow. They prepare agreements by pulling data from your CRM and populating templates with the correct terms, pricing, and customer details. They route documents through internal approval workflows based on deal value and terms. They track signing progress and send intelligent follow-ups to signers who haven't completed. After signing, they extract key terms and dates and sync them to your tracking systems. The entire agreement lifecycle runs with minimal human intervention, and every step is auditable.

Your DocuSign account works exactly as it always has. Sentie simply eliminates the manual work that happens before, during, and after each envelope.

Automated Agreement Preparation and Routing

Preparing a contract or agreement typically involves opening a template, manually filling in customer details, selecting the right terms and pricing, adding signature fields in the correct locations, and routing the draft for internal review. For a sales team closing 50 deals per month, this preparation work adds up to dozens of hours that could be spent selling.

Sentie's preparation agents handle this entire workflow automatically. When a deal reaches the contract stage in your CRM, the agent selects the appropriate template based on the deal type, product configuration, and customer segment. It populates the document with customer data, pricing, payment terms, and any negotiated modifications pulled directly from the deal record. Signature fields, date fields, and initial fields are placed automatically based on the document type and signing order.

Before sending to the customer, the agent routes the prepared agreement through your internal approval workflow. Standard deals within normal parameters proceed automatically. Deals with non-standard terms, discounts above threshold, or custom clauses are flagged for the appropriate reviewer, whether that's a sales manager for pricing exceptions or legal counsel for modified terms. The agent provides the reviewer with a summary of what's non-standard and why, so the review is focused and fast.

Once approved, the agent sends the envelope to the customer through DocuSign with the appropriate signing order, expiration date, and reminder schedule. The entire process from deal stage change to envelope sent can happen in minutes rather than the days it typically takes when handled manually. For high-volume contracting operations, this acceleration compounds into significant revenue velocity improvement.

Intelligent Signature Tracking and Follow-Up

Unsigned agreements represent stalled revenue. On average, 20-30% of sent agreements take longer than expected to complete, and a meaningful percentage never get signed at all. DocuSign sends standard reminders on a fixed schedule, but these generic nudges don't account for the context behind the delay. Is the signer traveling and simply hasn't had time? Is the signer uncertain about a specific term? Has the signer forwarded the document to someone else for review? The appropriate follow-up depends entirely on the situation.

Sentie's tracking agents monitor every outstanding envelope and apply contextual follow-up strategies. They track signer behavior within DocuSign: whether the recipient opened the document, how far they scrolled, whether they downloaded it, and how long they spent on specific pages. Combined with signals from your CRM and email, the agents assess the likely reason for delay and adjust their approach.

A signer who opened the document and spent time on the pricing page might be reviewing terms with their finance team. The agent sends a follow-up offering to address any pricing questions and copies the sales rep for visibility. A signer who hasn't opened the document at all might have missed it in their inbox. The agent resends with a different subject line or, if the deal warrants it, alerts the sales rep to make a personal outreach.

The agents also manage signing order dependencies. In multi-party agreements where Signer B can't sign until Signer A completes, the agent monitors the chain and proactively follows up with whoever is holding the process. If a signer is consistently slow across multiple agreements, the agent identifies the pattern and adjusts the reminder cadence for future agreements involving that person.

Teams using Sentie for signature tracking typically see average time-to-signature decrease by 30-40% and unsigned agreement rates drop significantly, both of which translate directly to faster revenue recognition.

Contract Term Extraction and Obligation Tracking

Once a document is signed, it typically gets filed and forgotten until someone needs to reference it. But signed agreements contain critical business data: renewal dates, payment schedules, service level commitments, termination notice periods, and compliance obligations. When this data lives only inside PDF files in a DocuSign folder, your team ends up scrambling to find and interpret terms when deadlines approach or disputes arise.

Sentie's extraction agents read every signed document and pull out the key terms automatically. They identify dates (effective date, expiration, renewal deadline, notice periods), financial terms (contract value, payment schedule, penalties), and obligations (deliverables, SLA commitments, compliance requirements). This extracted data is structured and synced to your CRM, project management tool, or contract lifecycle management system.

The agents don't just extract data; they create active tracking. Renewal dates trigger review workflows well in advance. Notice periods generate alerts with enough lead time to act. Payment milestones sync to your finance system. SLA commitments create monitoring rules in your operations tools. Every obligation in the agreement becomes a tracked, automated workflow rather than a detail someone has to remember.

For companies managing hundreds or thousands of active agreements, this automated extraction and tracking is transformative. Instead of relying on spreadsheets or memory to manage contract obligations, your team has a live, comprehensive view of every commitment your organization has made, with automated alerts ensuring nothing falls through the cracks. Legal teams spend less time searching for terms during disputes. Finance teams spend less time reconciling contract terms against billing. Operations teams spend less time wondering what was actually promised to each customer.

Renewal Pipeline Management and Revenue Protection

Contract renewals represent both your biggest revenue protection opportunity and one of your biggest operational blind spots. When renewal dates approach without preparation, you end up in reactive mode: scrambling to pull together the renewal terms, assess the account's health, and reach out to the customer before the agreement lapses. This reactive approach leads to missed renewals, unfavorable renegotiations, and customers who churn because nobody reached out in time.

Sentie's renewal agents manage the entire pipeline proactively. They maintain a rolling calendar of upcoming renewals extracted from your signed agreements. For each upcoming renewal, the agent assembles a comprehensive account brief: the current contract terms, usage metrics, support history, satisfaction scores, and any changes to the customer's business that might affect renewal terms. This brief is delivered to the account owner well in advance of the renewal window.

The agents also identify renewal risk signals. An account with declining product usage, increasing support tickets, or recent negative feedback is flagged as at-risk well before the renewal date. The agent recommends specific interventions based on the risk signals: a customer success check-in, a usage optimization session, or a proactive terms discussion. Catching these signals early gives your team time to address underlying issues rather than discovering them during the renewal conversation.

For straightforward renewals where terms remain the same and the account is healthy, the agents can prepare and send the renewal agreement automatically, complete with updated dates and any standard adjustments like inflation-based price increases. The customer receives a smooth, professional renewal experience, and your team only gets involved when the situation requires negotiation or special attention.

This automated pipeline ensures that no renewal is ever a surprise. Every account gets the right level of attention at the right time, revenue is protected through proactive management, and your team's energy goes toward the renewals that genuinely need strategic involvement rather than being spread thin across every expiring agreement.

What You Can Automate