Workflow automation
Smart Workflows
Automate routing with chains, conditions, and approvals
Define sequential or parallel signing, conditional routing, and approval steps — no code. Runs on your self-hosted WordPress site.
Sequential · parallel · conditions · approvals
Enterprise routing without the SaaS lock-in
WPsigner workflows live on your WordPress server. Route documents the way your business already works — without sending data to a third-party signing cloud.
Sequential and parallel
Ordered chains when review order matters, or broadcast to all signers at once when it does not.
Conditional routing
Route by field values — for example, contracts over a threshold go to the CFO first.
Approvals and actions
Require internal approval before external signing, then trigger reminders, deadlines, and post-signature actions.
How smart workflows work
Define roles, choose a flow type, add rules, and WPsigner executes invitations, waits, reminders, and next steps.
- 1
Define signers
Add signers and set roles: Signer, Approver, or Viewer. Assign each person to a step in the workflow.
- 2
Set flow type
Choose sequential, parallel, or hybrid. Add conditions for routing and deadlines per step.
- 3
Automatic execution
WPsigner sends invitations, waits for completions, applies reminders, and advances the chain.
- 4
Post-signature actions
On completion, notify the team, sync to cloud storage, update CRM, or redirect the signer.
From two-signer flows to complex approval chains
Mix sequential and parallel steps, designate approvers who can reject without signing, and combine conditions, timing, and roles for enterprise routing — all inside WordPress.
- Sequential signing chains with ordered handoff
- Parallel broadcasting for faster multi-party signing
- Conditional routing based on document field values
- Approval-only steps with reject and notify
- Auto-reminders and deadline expiration
- Custom routing rules combining conditions and roles
Workflow capabilities
- Sequential signing chains
- Parallel broadcasting
- Conditional routing
- Approval workflows
- Auto-reminders
- Deadline management
- Post-signature actions
- Custom routing rules
Built for real approval processes
Manager then client
Internal approval first; only after approval does the client receive the signing invitation.
Value-based routing
High-value contracts route to finance leadership; lower-value deals go straight to the client.
Hybrid team + director
Employee and manager sign in parallel, then the director gets a final sequential step.
Policy acknowledgments
Broadcast the same policy to many staff in parallel with deadlines and reminders.
Frequently asked questions
What's the difference between sequential and parallel signing?
Sequential signing means signers must sign in a specific order — Signer 1 finishes before Signer 2 is notified. Parallel signing sends the document to all signers at once so they can sign in any order when order does not matter.
Can I mix sequential and parallel signing?
Yes. WPsigner supports hybrid workflows. For example: Step 1, Employee and Manager sign in parallel. Step 2, after both complete, the document goes to the Director for final approval.
How does conditional routing work?
You set rules based on document field values. For example, if Contract Value is over $10,000, route to the CFO; if under, route directly to the client. Conditions can use text, number, or dropdown fields.
Can I set up approval-only steps?
Yes. Designate people as Approvers instead of Signers. Approvers review and approve or reject without adding a signature. If rejected, the workflow stops and the sender is notified.
Do workflows run on my WordPress site?
Yes. WPsigner is self-hosted. Workflow execution, invitations, and status updates run on your WordPress infrastructure — not a mandatory third-party SaaS vault.
Are smart workflows included in every plan?
Smart workflows are included in WPsigner plans. Check the pricing page for the current feature matrix and any plan-specific limits.
Automate your signing workflows
Sequential chains, parallel signing, conditions, and approvals — on the WordPress site you already control.
Stop paying per envelope
Choose an annual or lifetime license with unlimited documents and no per-envelope fees. Keep control of your data and signing workflows.