Send a document for signature from the chat and answer where it is without leaving it.
Get more done with Tidio and HelloSign integration
Send a HelloSign document from the chat and know the moment it is signed.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
Workflows
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and HelloSign
Send it while they are ready
The HelloSign request goes out from the chat, so the document arrives while the customer is still saying yes rather than tomorrow morning.
Answer whether it is signed
HelloSign status in the conversation means both sides know who has signed and who is holding it up.
Rescue the unsigned one
A HelloSign request that has been sitting for days can start a conversation, and one answered question usually finishes it.
Start the next step
When HelloSign reports the document complete, onboarding or provisioning begins without anybody watching a mailbox.
Overview
HelloSign is the quick way to get a document signed, and the slow part is usually the person who had a question and nobody to ask. Connected to Tidio through Zapier or the Tidio API, a signature request goes out from the conversation using your template, the status is answered in the same thread, and a document left unsigned becomes a reason to talk rather than another automated reminder.
Key features
- Send for signature in the chat using the HelloSign template your team already set up
- Answer where it is with the HelloSign request status in the conversation
- Unblock the signer by answering the question that stopped them
- Act when it completes so the next step starts as soon as HelloSign reports it
HelloSign
Workflows
Tags
Workflow Automation
Lead Capture
How it works
Connect HelloSign in minutes
1
Connect Tidio and HelloSign
Link them with Zapier, Make or the Tidio API and choose which HelloSign templates a conversation may send.
2
Decide the triggers
Map chats to HelloSign requests, and status changes back to messages or internal notes.
3
Follow it to signed
HelloSign keeps the document, the signature and the audit trail, and the chat carries it along.
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Frequently asked questions
Common questions about the HelloSign integration
Is the signature still handled by HelloSign?
Yes. The document, the signing experience and the audit trail stay in HelloSign. The integration sends the request, reports status and reacts to it.
Can agents see the document?
Only what you allow. Most teams expose the status and the signer list to the chat and leave the document itself in HelloSign.
Is the HelloSign integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the HelloSign integration.