The DocuSign Contracts Sender

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A sales rep, account executive, or operations manager who sends 5–30 contracts per month for electronic signature. DocuSign is not their job — it's the thing they do at the end of their job. They want contracts signed as fast as possible because a signed contract is a closed deal or a cleared obligation. They did not design the templates they use. They sometimes modify them in ways that create problems they don't discover until someone calls.

• →Get contracts signed fast — ideally same day
• →Know exactly where a contract is in the signing process without asking the recipient
• →Send the right version of the right document to the right person without mistakes

• —Envelope setup that requires more steps than should be necessary for a standard contract
• —Signers who receive the email and don't sign — and no way to know if they saw it
• —Template fields that are in the wrong place because someone set them up years ago
• —The moment they discover they sent the wrong version of a document after it was signed

• A signed contract is a done deal — everything before that is overhead
• The signer's experience matters because a confused signer is a delayed signature
• Errors in contracts are expensive — but so is the friction that slows everything down

Sends 10–25 envelopes per month. Uses DocuSign through their company account — templates set up by legal or an admin. Has a small set of templates they use repeatedly. Occasionally creates envelopes from scratch for custom deals. Monitors signing status in the DocuSign dashboard. Sends manual reminder emails to signers when they're overdue — because the automatic reminders don't feel personal enough. Has voided and resent an envelope at least once. Has signed a contract in the wrong order and had to start over.

• →Version control on templates that flags when a sender is using an outdated document
• →prevents the wrong-version signature problem
• →Signer status that shows "viewed but not signed" vs. "not opened" enables
• →targeted follow-up rather than blind reminders
• →Conditional routing that adjusts signing order dynamically when a signer is unavailable
• →removes the "start over because the order is wrong" failure mode
• →Faster envelope setup for standard contracts reduces the administrative tax on deal closing

Pairs with `startup-lawyer` for the contract negotiation and redline workflow upstream of signing. Contrast with `compliance-officer` for the regulatory documentation and audit trail use case. Use with `salesforce-primary-user` for the full deal-to-signature CRM integration workflow.