Automated Unsigned eContract Flags
Every morning, WebRun opens MenuMetric, lists eContracted products, checks each one's DocuSign envelope for a completed signature, drafts a polite reminder for any customer who has not signed and leaves it unsent for review, then posts the F&I office a Slack list of contracts still missing a signature.
How do I catch eContracts still missing a customer signature?
WebRun opens MenuMetric each morning, lists eContracted products, and checks each one's DocuSign envelope for a completed signature. For anyone who has not signed, it drafts a polite reminder and leaves it unsent for review, then posts the F&I office a Slack list of contracts still missing a signature, so unsigned eContracts stop holding up funding.
- Unsigned eContracts surface every morning instead of when the lender rejects funding
- No signature reminder reaches a customer unreviewed because every one is left as a draft
- The office clears the oldest unsigned contracts first because the list is ranked by wait time
Built for F&I managers · funding clerks · dealership finance offices · F&I compliance staff
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.menumetric.comin a real browser with your saved login - no setup, no API keys. -
1
MenuMetric - list eContracted products
menumetric.com
WebRun opens MenuMetric to list eContracted products. - Open MenuMetric and list products that were eContracted with a provider
- Capture the deal, buyer, product, provider, and the envelope or contract reference
- Note the date the contract was sent for signature
- Keep only contracts that MenuMetric shows as not fully executed
Done when Every eContracted product not yet fully executed is captured with its reference.
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2
DocuSign - check envelope signature status
docusign.com
WebRun opens DocuSign to check envelope signature status. - Open DocuSign and match each contract to its envelope
- Read the envelope status to see which signers are complete and which are still pending
- For any envelope missing the customer signature, draft a polite reminder to that signer
- Leave every reminder as an unsent draft for the F&I office to review and send
Done when Each unsigned envelope has a reminder drafted and left unsent for review.
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3
Slack - report contracts missing a signature
slack.com
WebRun opens Slack to report contracts missing a signature. - Post a Slack list to the F&I channel of contracts still missing a signature
- For each, show the buyer, product, provider, and days since it was sent
- Put the oldest unsigned contracts first so the office clears funding blockers today
Done when The F&I office has a Slack list of every eContract stuck without a signature.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the signature reminder to the customer on its own?
No. WebRun drafts each DocuSign reminder and leaves it unsent for your F&I office to review and send, so nothing reaches the customer without a person approving it.
How does it know a contract is missing a signature?
It matches each eContracted product in MenuMetric to its DocuSign envelope and reads the envelope status, flagging any where the customer signature is still pending.
What if the customer signs after the run?
It reads live DocuSign envelope status each morning, so once the signature completes the contract drops off the exception list and no reminder is drafted.
Related templates
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