Deals & Automation

Connect an e-signature contract to a CRM deal in CornerSpot — turn on the deal’s e-signature toggle, pick a template, map the deal’s contacts to its roles, and click Create to link a draft envelope.

Arm an Auto-send stage on a CornerSpot deal so its e-signature contract sends itself when the deal advances — with a manager confirmation before it goes out.

Wire a deal’s pipeline stage to its e-signature contract outcome — set a success stage for when everyone signs and a failure stage for declined, voided, or expired contracts, and the deal moves itself.

Manage the e-signature contract attached to a CRM deal in CornerSpot — read its status, click Review to open the envelope in a new tab, and delete a draft to unlink it from the deal.

Use the CornerSpot Automations builder to react to e-sign events — pick a trigger like Envelope completed, then add actions such as Remind recipients, Void envelope, or a webhook.