Send it once. Get it signed.

Inkwell builds each envelope from your templates, routes every signer, sends the reminders, catches bounced emails and files the sealed record in your CRM.

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Service Agreement v3

roles: Client, Finance Director, Company Signer

Website NDA form

23 signed in October

Brightwater Medical

Service Agreement + W-9

$4,050/mo × 12 = $48,600

sent Tue Oct 13, 9:12 am

1
Dr. Amy Chen · Clientsigned Tue Oct 13
2
Mark Ellis · Finance Directoradded by rule: over $10,000
3
Rosa Delgado · Company Signer

~~Bounced: mellis@brightwatermed.co~~

→ corrected to .com · resent Wed Oct 14, 9:06 am

Mark Ellis signed on iPhone · Thu Oct 15, 11:20 am

HubSpot · Brightwater Medical→ Closed won · PDF attached

Filed to Chest / Clients / Brightwater

Certificate of completion

3 of 3 signed

sealed PDF

Thu Oct 15, 2:41 pm ET

SHA-256 4f9a…c21e

Brightwater signed before Friday!

Dr. Amy Chen signed first, Mark Ellis was added by rule, and the sealed record was filed.

Brightwater Medical · Oct 12 – 15

Sent Tuesday. Filed Thursday.

One service agreement, followed from the deal to the filing cabinet.

zero follow-up emails!

Mon Oct 12
4:30 pm
Drafted from the HubSpot deal
Agent filled 2 gaps
Tue Oct 13
9:12 am
Sent by Rosa
Mark Ellis added by rule
Tue Oct 13
3:47 pm
Dr. Amy Chen signed
Client
Tue Oct 13
3:48 pm
Mark's email bounced
Fixed, resent Wed 9:06 am
Thu Oct 15
11:20 am
Mark Ellis signed
On his iPhone
Thu Oct 15
2:41 pm
Rosa countersigned
Sealed PDF
Thu Oct 15
2:42 pm
HubSpot: Closed won
Filed to Chest

Prepare · Mon Oct 12

From the deal to the envelope.

Move a HubSpot deal to Contract sent and the agent builds the envelope from your template, then asks about anything missing.

HubSpot deal · Brightwater Medical

3 clinics · $48,600 · owner Jamal Price

Stage → Contract sent

Draft · assembled by the agent · 4:30 pm

Service Agreement v3 + W-9

Client: Brightwater Medical Group, LLC; from HubSpot
Clinics: Easton $1,620 · Dublin $1,350 · Grandview $1,080; from HubSpot
Monthly: $4,050 · locked; from HubSpot
Term: 12 months · $48,600; from HubSpot
Start: Mon Nov 2; from HubSpot

no retyping

Agent

2 gaps filled

Dr. Amy Chen's title→Medical Director · from Jamal's email thread
W-9 missing→Harborline W-9 attached

Template · Service Agreement v3

1Client
2Finance Directorif total over $10,000
3Company Signer

1
Dr. Amy Chen
Client · Medical Director
Email code
Delivered 9:12 · opened 10:02 · signed 3:47 pm
2
Mark Ellis
Finance Director
Added by rule
Total $48,600 is over $10,000
3
Rosa Delgado
Company Signer · signs in Inkwell
Signed in

Gets a copy

ap@brightwatermed.com · completed record only

Who sees what

W-9 · Mark Ellis and Rosa only

Route · Tue Oct 13, 9:12 am

Every signer, in the right order.

The template knows the roles. A rule adds the finance director when the contract is over $10,000.

Bounce · Tue Oct 13, 3:48 pm

A bounced email, fixed by morning.

The agent spots the typo against HubSpot, Rosa corrects it once, and Amy's signature stands.

Invitation to Mark Ellis

~~Bounced: mellis@brightwatermed.co~~

Domain not found · 3:48 pm

Reminders paused

.co → .com

Agent

Likely typo

HubSpot contact: mellis@brightwatermed.com

Amy Chen signed from @brightwatermed.com

Suggest .com

Correction · Wed Oct 14

Before: mellis@brightwatermed.co
After: mellis@brightwatermed.com
By: Rosa Delgado · 9:05 am
Old link: stopped
Dr. Amy Chen: signature kept

Resent Wed Oct 14, 9:06 am

Mark Ellis opened it at 9:41 am

11:20

Harborline Facility ServicesEnglish | Español

Step 4 of 6 · Sign here

5. Signatures

Each party signs below to accept this Agreement for Brightwater Medical Group, LLC and Harborline Facility Services.

Sign hereMark Ellis

ClearAdopt and sign

Section 5 · page 5 of 6

Verified

Email code · 11:18 am

Signer assistant

What does 'net 30' mean?

Invoices are due 30 days after you receive them. Section 3, page 2.

Sign · Thu Oct 15, 11:20 am

Signed on his phone, step by step.

Mark taps Next through each field, in English or Spanish, and finishes in two minutes.

Mark Ellis signed on iPhone · Thu Oct 15, 11:20 am

Seal · Thu Oct 15, 2:41 pm

Sealed the second Rosa signs.

Rosa countersigns from her Waiting for me list. Inkwell seals the PDF and writes a certificate anyone can check.

Certificate of completion

Envelope INK-1048 · Brightwater Medical · Service Agreement v3 + W-9

SignerVerified bySigned (ET / UTC)

Dr. Amy Chen · ClientEmail code Tue Oct 13 3:47 pm / 19:47

Mark Ellis · Finance DirectorEmail code Thu Oct 15 11:20 am / 15:20

Rosa Delgado · Company SignerSigned in · passkey Thu Oct 15 2:41 pm / 18:41

Agent check

Same revision for all 3 signers

Entity matches HubSpot

Verify a PDF

Brightwater-Service-Agreement.pdf

Matches INK-1048 · unmodified

File · Thu Oct 15, 2:42 pm

Filed where your team looks.

One minute after the last signature, every copy and every record is where it belongs.

HubSpot · Brightwater Medical

→ Closed won · PDF attached

Chest / Clients / Brightwater

Service Agreement signed.pdf
W-9 Harborline.pdf
Certificate.pdf

Filed. Nobody chased anyone.

Completed copies · 4 of 4 sent

Next task · Jamal Price

First clean · Mon Nov 2 · 3 clinics

Nook #sales

Brightwater Medical completed · $48,600

All four parties got their completed copy

Remind · Oct 7 – 15

Reminders that skip the weekend.

Business days only, only to the person whose turn it is, and they stop the moment the envelope is signed.

Lakeshore Dental NDA · Dr. Priya Raman

Signed

Mon 5

Tue 6

Wed 7

Thu 8

Fri 9

Sat 10skipped

Sun 11skipped

Mon 12

Tue 13

Wed 14

Thu 15

Fri 16

Sent10:30 am

Reminder9:00 amOut-of-office reply: back Mon

Reminder9:00 amSigned10:14 am

~~Reminder cancelled~~

no Saturday pings

Mon5Tue6Wed7Thu8Fri9Sat–Sun skipped

Wed 7 · Sent 10:30 am
Fri 9 · Reminder 9:00 am
Fri 9 · Out-of-office reply: back Mon

Mon12Tue13Wed14Thu15Fri16

Tue 13 · Reminder9:00 am
Tue 13 · Signed10:14 am
~~Thu 15 · Reminder cancelled~~

Every 2 business days
Eastern time
Stops when signed

no Saturday pings

Preview · vendor-renewals.csv

64 rows

Row 12 · email missing @ → fixed
Row 41 · email missing @ → fixed

64 of 64 ready

2027 vendor renewals

Vendor Agreement 2027 · sent Mon Oct 5, 10:02 am by Rosa Delgado

57 signed · 7 waiting · as of Thu Oct 15, 8:30 am

VendorStatusUpdated

Scioto Paper SupplySignedTue Oct 6

Maple Ridge UniformsSignedWed Oct 7

Buckeye Floor CareSignedFri Oct 9

Olentangy Linen ServiceViewedWed Oct 14

Central Ohio ChemicalWaitingreminder Fri Oct 16

Saved list · Vendors 2027

57 back in 10 days!

Bulk send · Oct 5 – 15

64 renewals, one upload.

Upload the vendor list once. Inkwell checks every row, sends 64 envelopes and tracks each one.

Web form · October

Signed straight from your website.

Visitors fill in their name, verify their email and sign. Each one becomes an envelope that routes to Rosa to countersign.

Website NDA form

23 signed in October

harborline.com/nda

Bot check on · 4 blocked

harborline.com/nda

Harborline Facility ServicesServicesAboutContact

Mutual NDA

Sign before your walkthrough. It takes a minute.

Full nameKenji Watanabe

CompanyRiverside Property Group

kenji@riversidepg.comverified

Kenji WatanabeSign

Signing by Inkwell

Embed

<script src="https://sign.harborline.com/forms/nda.js"></script>

Submission · Thu Oct 15

Kenji Watanabe signed 4:05 pm

Rosa countersigned 4:31 pm

Moving in · Fri Oct 2

Every Docusign envelope, carried over.

Templates, completed envelopes, certificates and contacts arrive with their owners. Anything that did not map is listed by name.

$ curl -fsSL https://runeditrun.com/install.sh | sh -s -- dev just-every/run-inkwell
# installs rer, then gets and starts Inkwell on your computer
# Already have Node 22 or later? npx -y @runeditrun/rer dev just-every/run-inkwell

Docusign import · reviewed Thu Oct 1

Completed envelopes: 1,846 of 1,846
Certificates of completion: 1,846
Templates with roles: 14
Contacts: 212
Senders: Rosa Delgado, Jamal Price
PowerForms → web forms: 2 · old links listed
Brand, disclosure, reminders: carried over

Unmapped · 1 · tlee@harborline.com (no member) → items to Rosa

Still out in Docusign · 6 · tracked until signed, then imported

swap the old form link

Let the envelope do the chasing.

100% free and open source. MIT licensed.

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