Automatically send quotes for signature via Stiply
Swiftask automates the delivery of your sales proposals to Stiply. Your clients receive their documents immediately after internal approval.
Result:
Drastically reduce your sales cycles and accelerate contract signing through seamless automation.
AI Agents
stiply
Connector stiply · Secure OAuth 2.0
Manual quote management slows down your growth
Manual quote handling is a major bottleneck for sales teams. Between document creation, importing into e-signature tools, and tracking, delays accumulate, giving prospects time to cool off or shop around.
Main negative impacts:
Excessive response time
Every minute lost between internal approval and quote delivery statistically decreases your chances of winning the deal.
Frequent data entry errors
Manual handling of client data increases the risk of errors in amounts or terms, undermining your professional image.
Laborious signature tracking
Without automation, tracking follow-ups becomes a time-consuming task that distracts sales reps from prospecting.
Swiftask connects your CRM or management tool to Stiply to automate quote delivery. As soon as an opportunity reaches the 'quote' stage, your AI agent triggers instant delivery for signature.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
The sales rep finalizes the quote, exports it to PDF, logs into Stiply, creates a new request, uploads the document, adds recipients, and sends. This process takes an average of 15 minutes per quote.
With Swiftask + Stiply
Once the opportunity is approved, Swiftask automatically retrieves the data, generates the document, transmits it to Stiply, and starts the signature procedure. The client receives their quote in seconds.
Automate your quotes with Stiply in 4 steps
1
STEP 1 : Configure your template in Swiftask
Define trigger rules based on your business processes and connect your data sources.
2
STEP 2 : Integrate Stiply as a signing channel
Enable the Stiply connector in Swiftask to allow direct document sending via the secure API.
3
STEP 3 : Define your triggers
Choose the event that kicks off the automation: a status change in your CRM or a form submission.
4
STEP 4 : Deployment and monitoring
Activate your workflow. Swiftask processes the requests and notifies you of every signature obtained.
Optimize your closing cycle with Stiply
The AI agent verifies information completeness before sending and personalizes the accompanying message based on the client profile.
- Target connector: The agent performs the right actions in stiply based on event context.
- Automated actions: Automatic sending of PDF documents for signature. Dynamic recipient personalization. Real-time tracking of signature status. Configurable automatic follow-ups.
- Native governance: Every step of the transaction is logged in the Swiftask dashboard for full visibility into your sales pipeline.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-stiply@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Competitive advantages of this automation
Ultra-fast closing
Reduce the average signature time from several days to a few hours.
Elimination of human error
Data is transferred without manual entry, ensuring the accuracy of your proposals.
Focus on sales
Your sales reps focus on client relationships rather than administrative tasks.
Premium client experience
Provide immediate responsiveness that strengthens your brand image.
Assured compliance
Stiply electronic signatures ensure the legal validity of your automated contracts.
Security and reliability for your contracts
Swiftask applies enterprise-grade security standards for your stiply automations.
- Secure Stiply API: The connection uses robust encryption standards to protect your sales data.
- Access management: Precisely control who has the right to trigger quote delivery from Swiftask.
- Full traceability: Every send is timestamped and logged, facilitating internal audit and compliance.
- Resilient architecture: Our systems guarantee high availability so you never miss a sales opportunity.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your sales performance
| Metric | Before | After |
|---|---|---|
| Quote processing time | 15-20 minutes | Under 1 minute |
| Average signature delay | 3 to 5 days | Under 24 hours |
| Document error rate | 5-10% | Close to 0% |
| Sales productivity | High administrative burden | Maximum time optimization |
Take action with stiply
Drastically reduce your sales cycles and accelerate contract signing through seamless automation.