Document Signature Request Email Workflow for Outlook
An example workflow to send a document for signature. Copy this ready-to-use Outlook email template, or use it as a reusable Toggles workflow with variables, recipients, attachments, and team sharing.
Free to try. No automatic sending - review every draft before sending.
Copy/paste template
Copy the document signature request email template
Use this once as a regular Outlook template, or launch the full Toggles workflow when you send it repeatedly.
What this template helps you avoid
Common email risks
- Missing required details
- Rewriting the same email manually
- Inconsistent wording across a team
- Forgetting attachments, links, recipients, or preparation notes
Fields your team can fill in
To
Add recipients
Cc
Bcc
Add recipients
Subject
Action Required: Document for Signature
Service-Agreement
Hi client_first_name,
Attached is the service agreement we discussed.
Please review, sign, and return it by due_date. Let me know if you have any questions in the meantime.
Thanks,
me::first_name
Workflow context
When to use this workflow
Use this workflow when a client needs to review, sign, and return a service agreement or similar document by a specific due date.
What this replaces
This replaces manually drafting signature requests, remembering to CC legal, and checking whether the correct agreement is attached before sending.
Why teams standardize this email
Signature requests need to be clear, complete, and easy to act on. Standardizing the workflow helps teams include the due date, attach the right document, and keep legal or operations stakeholders copied where needed.
What Toggles adds beyond a normal Outlook template
Toggles inserts the workflow directly in Outlook, prompts for variables, prepares operational details, and keeps the draft editable before sending.
- Inserts the signature request email in Outlook
- Prompts for client name, due date, and sender name
- Adds the approved action-required subject line
- Can CC a configured legal address
- Can require the service agreement attachment before sending
FAQ
Does Toggles collect the signature?
No. Toggles prepares the email request. Signature collection happens through your existing signing process or by the client returning the document.
Can the required document be checked before sending?
Yes. This workflow can require the user to attach the service agreement before sending.
Can legal be copied automatically into the draft?
Yes. This example includes a configured legal CC recipient.
Part of a starter pack
Explore the Client Services Starter Pack
Help client-facing teams send reliable onboarding, check-in, document, billing, and handoff emails directly from Outlook with the right structure already in place.
Email workflow audit
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
Explore Solutions By Role
Customer Success
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Legal
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Client Services
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
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Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.