Patricia works your DocuSign.
Ask her in Slack. She preps the contract from your template and tells you what is signed and what is stuck, but anything going out for signature waits for your yes.
@Pati where does the Lumen contract stand? Feels like it's been out forever.
Here is every envelope with Lumen still open:
- Master services agreement, sent 9 days ago, viewed twice but not signed
- The NDA went out with it and came back signed on day 2
- Nobody has nudged them since it was sent. Want me to prep a reminder for you to send?
Yeah, and prep a fresh MSA for Fernbrook off our standard template while you're at it.
Fernbrook MSA is built from your standard template, recipient and fields filled in, sitting as a draft envelope. It is ready the second you want it to go out, but I will not send it for signature until you give the yes. Want me to show you the draft first?
Patricia + DocuSign
What she does in DocuSign.
Real actions she takes on your say-so, not a list of API endpoints.
Prepare the envelope from your template
She builds the contract from a template you already trust, recipients and fields mapped in, so a new agreement is drafted in a message instead of rebuilt by hand.
Tell you what is signed and what is stuck
Signed, viewed, waiting, or declined across every envelope, answered in Slack, so a contract never quietly stalls for nine days without anyone noticing.
Chase the signatures that are late
She spots the envelope nobody has followed up on and preps the reminder, so the deal that is one signature from closing does not sit there cold.
Attach and fill what the contract needs
Extra documents, custom fields, and the details that make an envelope complete, added before it ever goes near a recipient.
Find the agreement you are looking for
The signed copy from last quarter, the template your team uses, the envelope tied to a client, pulled back without digging through the account.
Hold the send until you approve
Reading status and preparing envelopes run on their own. Sending a document out for signature goes to a client, so she drafts it, shows you, and waits for your yes.
Say it like you'd say it
Things to ask her on day one.
Where does the Lumen contract stand? What has been signed?
Prep an MSA for Fernbrook from our standard template
Which envelopes have been sitting unsigned for more than a week?
Draft a signing reminder for the Northwind renewal for me to send
Find the signed agreement we closed with Fernbrook last quarter
Better together
DocuSign is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
DocuSign, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect DocuSign
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
DocuSign connected
Ask
Mention @Pati with the job. Reading status and preparing envelopes run on their own; sending for signature waits for your yes.
@Pati Where does the Lumen contract stand? What has been signed?
On it.
FAQ
DocuSign questions, answered.
What can Patricia actually do in DocuSign?
She prepares envelopes from your templates, reads signing status, chases late signatures, attaches documents, adds custom fields, and finds signed agreements. Hundreds of distinct actions. In practice: she gets the contract ready and tells you where every deal stands.
Will she send a document for signature on her own?
No, and this is the line that matters. A document sent for signature goes to a client, so she prepares the envelope, shows it to you, and sends only after your explicit yes in Slack. Reading who has signed and what is still pending runs on its own.
Which DocuSign plan do we need?
Any plan that lets you send envelopes works. She connects through DocuSign's official OAuth flow with the access you approve, the same way other approved tools do, and only sees the account you connect.
We keep contracts separate per client. Does that hold?
Yes, that is the setup she expects at an agency. She works the account you connect, and each client's envelopes and templates stay walled off from the rest.
What does the DocuSign integration cost?
Nothing extra. Every integration is included, on every plan.
One of 1,000+ integrations. Browse the full directory
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.