Track 07

AI

Draft, fill and send documents by asking Claude or ChatGPT, including order forms from Salesforce quotes, and handle documents by replying to Tally Sign's update emails.

1. 1Use Tally Sign from Claude or ChatGPTConnect your AI app once, then ask for NDAs, SOWs or the order form for a Salesforce quote in plain English.
2. 2Use the REST APICreate an API key, then create documents from your templates, send them, follow each signer, get what they filled in, download the signed PDF and get webhooks, from your own systems, Zapier or Make.
3. 3Connect ZapierSend documents from your templates when something happens in another app, and act when they're signed. Connect with your Tally Sign sign-in: no API key.
4. 4Work with the assistant by emailReply to any update email in your own words: ask where a document stands, remind people now or later, message the customer, void it, or start a new draft from a file.

On the website: ChatGPT, Claude and MCP