Send contracts on Closed Won
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SPIRITT
Xodo SignXodo Sign
Signed, filed, moving
SPIRITT sends Xodo Sign documents the moment a deal or hire is ready, keeps every signer moving, copies completed agreements to your filing inbox, and files audit trails where your team needs them.
What you can do with Xodo Sign.
Send from the source of truth
Create signature requests from templates or files with signers, fields and reminders filled from your CRM or HR data.
No stalled signatures
Track every document by status and signer, reassign signers who change, and cancel requests that are no longer needed.
Audit-ready records
Pull the full audit trail for every document and file it beside the completed copy your filing inbox receives.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace for contracts or onboarding, with your templates and the apps that start each agreement.
02
Connect Xodo Sign
Connect Xodo Sign with your API key so SPIRITT can send documents and track signatures for your business.
03
Hand over the paperwork
Describe when agreements should go out and where they should land. SPIRITT runs it end to end.
Hand over a mission.
Choose a mission. Make it yours.
Put Xodo Sign to work.
Agreements that close themselves.
Questions
Xodo Sign, with SPIRITT.
01What can SPIRITT do with Xodo Sign?+
Create documents and templates, list documents, templates and businesses, reassign signers, cancel or delete documents, monitor bulk jobs and retrieve full audit trails.
02Can documents be pre-filled?+
Yes. SPIRITT creates documents from templates or files and fills signers, fields, messages and reminders from your CRM, HR or spreadsheet data.
03How does it keep signatures moving?+
SPIRITT checks pending documents on a schedule, sends personal reminders, reassigns signers when people change and escalates stuck agreements to the owner.
04Where do signed documents go?+
Completed copies reach a filing inbox SPIRITT adds as a recipient when it sends, and SPIRITT files them with the audit trail in Google Drive, your CRM and your Sheets register.
05Does it support multiple entities?+
Yes. SPIRITT lists every business on your Xodo Sign account and keeps sending and reporting separate per entity.
06How do I get started?+
Open a SPIRITT workspace, connect Xodo Sign and the app where agreements start, then describe the trigger. SPIRITT sends the next document.