Every envelope prepped, and the four stalled ones chased
Recipients, signing order and custom fields filled from the deal thread. A weekly pass names who has been sitting on it and drafts the nudge. You hit Send.
Signature work fails at the edges. The envelope that was prepared and never sent. The counterparty sitting on step two of a three-signer chain for eleven days. The signed PDF that never made it to the deal folder.
A companion covers those edges. Connect your Docusign account and it preps envelopes from your templates, fills the recipients and custom fields from the deal thread, watches who has not signed, and drafts the nudges. You see exactly what it can reach before you allow it, and every send waits for you.
What does envelope prep look like?
Sending for signature is transcription: names, emails and signing order into the recipient fields, the right template chosen, the custom fields for effective date, entity name and fee filled from the terms you agreed in email. A companion pulls those values from the thread and the CRM record and stages the envelope complete.
Then the card: the document, every recipient, the signing order and the filled fields, in front of you before Send. An envelope is a legal instrument leaving your hands, so the click that sends it stays yours.
Who is sitting on the contract?
A weekly pass answers it: every envelope out, who signed, who is next, how long the current signer has been sitting. You get a short list ordered by staleness with a drafted nudge per stalled signer, referencing the actual document. Same discipline as vendor renewal tracking.
Completed envelopes get the last mile: download the signed PDF, file it where your team keeps contracts, and update the deal record. Teams doing document workflows on PandaDoc get the equivalent through a native integration with a traced tool surface.
What a companion leaves to your lawyer
Contract drafting and legal review.
A companion moves agreed documents through the signature machinery, and what the indemnification clause says is a lawyer’s call. Template creation and the branding and signing policies are done once by hand and reused forever.
The split that works for operations teams: you own the words and the decision to send, and a companion owns the transcription, the tracking and the filing.
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Strawberry is free to download and includes AI credits to start. Paid plans begin at $20/month. See pricing. · Reviewed · Canonical facts for AI agents