Signature Request Router
Prepare and route documents for e-signature with proper approval workflows
Contracts sit in email limbo for weeks because nobody knows who needs to sign next or which version is current. This playbook prepares documents for e-signature and routes them through proper approval workflows with tracking and reminders.
Who it's for: legal operations managers streamlining contract signature workflows across departments, office administrators routing NDAs and vendor agreements through approval chains, procurement teams managing purchase order signature sequences, HR managers automating offer letter and onboarding document signatures, contract managers tracking multi-party agreement execution status
Example
"Route this vendor agreement through legal review then to VP for signature" → Signature routing pipeline: document preparation with signature field placement, approval chain configuration (legal review → finance check → VP signature), automated routing with status tracking at each stage, reminder notifications for pending signatures, and completion confirmation with executed document archival
New here? 3-minute setup guide → | Already set up? Copy the template below.
# Signature Request Router
Prepare a document for electronic signature -- verify completeness, set signing order, and route for execution.
**Important**: This workflow assists with legal processes but does not provide legal advice. Verify documents are in final form before sending for signature.
## Usage
Prepare a document for signature by providing:
- **File upload**: PDF, DOCX
- **URL**: Link to a document in cloud storage or CLM
- **Reference**: "The Acme Corp MSA we finalized yesterday"
## Workflow
### Step 1: Accept the Document
Accept the document in any format -- file upload, URL, or descriptive reference.
### Step 2: Pre-Signature Checklist
Before routing for signature, verify:
```markdown
## Pre-Signature Checklist
- [ ] Document is in final, agreed form (no open redlines)
- [ ] All exhibits and schedules are attached
- [ ] Correct legal entity names on signature blocks
- [ ] Dates are correct or left blank for execution date
- [ ] Signature blocks match the authorized signers
- [ ] Any required internal approvals have been obtained
- [ ] Document has been reviewed by appropriate counsel
```
### Step 3: Configure Signing
Gather signing details:
- **Signers**: Who needs to sign? (names, emails, titles)
- **Signing order**: Sequential or parallel?
- **Internal approval**: Does anyone need to approve before the counterparty signs?
- **CC recipients**: Who should receive a copy of the executed document?
### Step 4: Route for Signature
**If e-signature platform is connected:**
- Create the signature envelope/request
- Set signing fields and order
- Add any required initials or date fields
- Send for signature
**If not connected:**
- Generate a signing instruction document
- Provide the document formatted for wet signature or manual e-sign
- List all signers with contact information
## Output Format
```markdown
## Signature Request: [Document Title]
### Document Details
- **Type**: [MSA / NDA / SOW / Amendment / etc.]
- **Parties**: [Party A] and [Party B]
- **Pages**: [X]
### Pre-Signature Check: [PASS / ISSUES FOUND]
[List any issues that need attention before sending]
### Signing Configuration
| Order | Signer | Email | Role |
|-------|--------|-------|------|
| 1 | [Name] | [email] | [Party A Authorized Signatory] |
| 2 | [Name] | [email] | [Party B Authorized Signatory] |
### CC Recipients
- [Name] -- [email]
### Status
[Sent for signature / Ready to send / Issues to resolve first]
### Next Steps
- [What to expect after sending]
- [Expected turnaround time]
- [Follow-up if not signed within X days]
```
## Tips
1. **Check entity names carefully** -- The most common signing error is incorrect legal entity names.
2. **Verify authority** -- Make sure each signer is authorized to bind their organization.
3. **Keep a copy** -- Executed copies should be filed in cloud storage or CLM immediately after execution.
Get new playbooks like this one
One email a week with new Claude Code workflows. Free, like everything here.
No spam. Unsubscribe anytime.
What This Does
Prepares documents for electronic signature by running a pre-signature checklist (verifying entity names, exhibits, approvals), configuring the signing order (sequential or parallel), and routing the document for execution. Catches common errors before documents go out for signature.
Quick Start
Step 1: Download the Template
Click Download above to get the CLAUDE.md file.
Step 2: Set Up Your Project
Create a project folder and place the template inside:
signature-routing/
├── CLAUDE.md
├── pending/ # Documents awaiting signature
├── executed/ # Fully signed documents
└── templates/ # Signing instruction templates
Step 3: Start Working
claude
Say: "Prepare the Acme Corp MSA for signature"
Pre-Signature Checklist
Every document goes through these checks before routing:
- Document is in final, agreed form (no open redlines)
- All exhibits and schedules are attached
- Correct legal entity names on signature blocks
- Dates are correct or left blank for execution date
- Signature blocks match the authorized signers
- Required internal approvals have been obtained
- Document has been reviewed by appropriate counsel
Tips
- Check entity names carefully -- the most common signing error is incorrect legal entity names
- Verify authority -- make sure each signer is authorized to bind their organization
- Keep a copy -- executed copies should be filed immediately after execution
Example Prompts
"Prepare the Acme Corp MSA for signature"
"Set up a signing envelope for this NDA with sequential signing"
"Run the pre-signature checklist on this SOW"
"Route this amendment for internal approval before counterparty signing"
"Who needs to sign and in what order?"