Notion E-Signatures
Get proposals accepted from Notion
Proposals and contracts go out from a database page for one-click acceptance or signature. The link and the sealed PDF come back to the same page.
Why consultants and agencies on Notion use DocsAutomator
From a client page to a sealed PDF on that page
The PDF lives on the client page
The sealed PDF lands in a Files property, next to everything else about the client.
Starts from your Status
Set Status to Send proposal, or click a button property. That is the whole step.
A yes or a signature
Proposals get one-click acceptance. Contracts get a signature.
How to send a proposal for acceptance from Notion
Set it up once. Every page that reaches your status gets its proposal created, sent and filed on the page.
- 1
Connect Notion
In DocsAutomator, connect Notion and pick the database the document is about, for example Clients. Give the connection access to that database.
- 2
Write the proposal template
Use a Google Docs or Word template with placeholders for the page's properties. For acceptance it needs no signature tags.
- 3
Choose who accepts
Choose Acceptance and take the client's email from a property, such as Contact email. A fixed address works too.
- 4
Choose the properties that fill in
Pick a URL property for the link and a Files property for the sealed PDF. The link needs a URL property; a text property does not work.
- 5
Start it from Notion
Pick a status, select or checkbox property and the value that starts it, such as Status set to Send proposal. A button property works too.
- 6
The client accepts and the page fills in
The client opens the proposal from the email and clicks Accept, without an account. The sealed PDF lands in the Files property of the page.
Start automating & signing in minutes!
Some of the teams / institutions automating and signing their documents with DocsAutomator:
Example: a consulting proposal from a client page
A brand refresh proposal, accepted by the client. All names and amounts are fictional.
1. The client page in Notion
- Status
- Send proposal
- Contact
- Ava Lindqvist
- Contact email
- ava@fernhill.example
- Scope
- Strategy, identity, guidelines
- Fee
- $14,500
- Timeline
- 8 weeks
- Proposal link
- Filled when the email goes out
- Accepted proposal
- Filled when the client accepts
2. Your template
Prepared for {{contact}}.
Scope: {{scope}}
Timeline: {{timeline}}. Fee: {{fee}}.
3. The accepted proposal
Contracts signed, with the answers in your properties
When the proposal turns into a service agreement, switch to Signing.
Add signature tags to the template and choose Signing. Each signer's email comes from a property or a fixed address.
- The sealed PDF goes into a Files property
- Typed text, dates and ticked boxes go into text, date and checkbox properties
- Several people can sign, at the same time or one after another
Using DocuSign or PandaDoc with Notion
Most setups connect them through Zapier or Make, with an automation on each side.
The usual route: two tools and two automations
One automation sends the file. A second one puts the signed file back on the page.
The one-step route with DocsAutomator
The document is created from the page, sent and filed back on the page in one step.
Moving from another signing tool?
Whether you use DocuSign, PandaDoc or another tool: our founder moves your templates, signers and flows over with you personally, at no extra cost.
Book a call with our founderWhat to check in an e-signature tool for Notion
Seven questions to ask before you pick one.
- The sealed PDF comes back to the page. It should land in a Files property, next to the client's other details.
- Starts from a property you already use. Setting a status or clicking a button should be enough, with no second tool.
- Signers come from your properties. The client's email should come from the page, not be typed again.
- Templates your team can edit. Google Docs, Word or PDF, so the people who own the wording keep editing it.
- Signing and acceptance. A contract needs a signature. A quote often needs only a yes.
- Price per person or per signature. Check whether each team member needs a paid seat, and whether signing costs extra on top of the plan.
- Proof on every PDF. A certificate and an audit trail that record who signed, when and from where.
Questions about e-signatures for Notion
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I have to write 20 analysis reports about start-ups per year. It took me up to one week for the 40 pages. With the new airtable AI fields, combined with DocsAutomator, I'm down at around 6 hours of work per report and saved me almost 700h per year.
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SVP, Delivery Operations, ZAGA.
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