Contract & Agreement Signing Bot Template

The conversation, step by step

These are the messages and questions in the template as it comes. Words in brackets are filled in from your business details or from the visitor's earlier answers. A visitor sees only the steps that match the buttons they choose, and you can change any wording, add steps or remove them in the flow builder.

1. Before we get started, we need to finalize the paperwork! I'll walk you through the agreements that need your signature.
2. Here are the documents requiring your signature: - Master Service Agreement: Terms of our working relationship, scope, and responsibilities. - Service Addendum: Specific terms for your services. - Payment Authorization: Authorize billing to your preferred payment method.
   • Let's Review & Sign
   • I Have Questions First
3. Please provide your full name as it will appear on the signature. The visitor types a reply.
4. What is your title? The visitor types a reply.
5. What email should we send the documents to for electronic signature? The visitor types an email address.
6. No problem! What questions do you have about the contract? The visitor types a reply.
7. Great question. [Account Manager Name] will reach out within 24 hours to discuss. In the meantime, you can continue with the signing process.
8. The visitor is saved as a lead, tagged:
   • contract_sent
9. We'll send the documents via [E-Signature Platform (e.g., DocuSign, HelloSign, PandaDoc)] to your email. Please check your inbox and complete the signing process. Once signed, a fully executed copy will be emailed to you for your records. Next steps: Complete account access, upload brand assets, and schedule your kickoff call.

What you get with each lead

Every lead this template collects appears in your Alma leads inbox with the answers the visitor gave and these tags, so you can sort and follow up: contract_sent. Alma emails you when a new lead arrives. On the Growth plan and up you can also send leads to other software through Zapier, and the Agency plan adds webhooks.

Questions your flow does not cover

A template answers the paths it was built for. To answer other questions in the visitor's own words, add AI answering for $25 a month: it replies from business information you provide as text, which the Alma team loads into your bot. The article on how a knowledge base chatbot works explains what to write.

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