The moments that lead here
If one of these is your afternoon, you are in the right place.
send a new agreement using a custom send workflowWe agreed terms in principle but I don't know the best approval order before sending to the client.Prepare a one‑page budget change summary and route it to the project sponsor for an approval decision.
3 ready prompts
Written for the moment this actually comes up.
Execute — do the immediate task
+The [client] signed the term sheet and wants the services agreement sent for e-signature by…
Execute — do the immediate task
+The [client] signed the term sheet and wants the services agreement sent for e-signature by [deadline=Friday]. Use the custom approval workflow: get finance approval, then legal sign-off, then send to the client contact [approver=Elena] for signature. Include the latest schedule and set a one-week expiry.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Improve — make it easier to accept
+[approver=Elena] is busy and will ignore generic signature requests. Send the services agreement…
Improve — make it easier to accept
+[approver=Elena] is busy and will ignore generic signature requests. Send the services agreement using the custom workflow: route first to [contact=Marcus] in finance for quick pricing confirmation, route next to Legal for the approved redline, then to [approver]. Include a one-paragraph cover note that highlights the three items Marcus and Legal should confirm and ends with a clear one-click action for [approver] to sign this week.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Decide — diagnose the stuck moment
+I worry a misrouted send will stall signature or trigger re-negotiation. Review the team:…
Decide — diagnose the stuck moment
+I worry a misrouted send will stall signature or trigger re-negotiation. Review the team: [contact=Marcus] in finance, [contact=Priya] in legal, and [approver=Elena] the client. Advise the optimal custom send order to minimize delay and negotiation risk, explain why (authority, likely objections, who must see pricing), and draft the exact short cover note and approval checklist to use so the agreement reaches [approver] signed within [days=7] days.
Pasted it? When the reply comes back, push once: ask it to sharpen the weakest part. — Did this prompt help?
Who does this, and with what
The same task is different work inside a different job.
Project ManagerAdobe Acrobat ProDocuSignMicrosoft Wordalso: Send Agreement With Workflowalso: Apply Custom Send Workflowalso: Prepare Budget Change Summaryalso: Present One-Page Change
Next to this one
Other send work people do in Adobe Acrobat.
Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map
Same library, five ways in.