Automated Comp Plan Signature Reminders
Every Monday, WebRun cross-checks your QuotaPath roster against DocuSign, finds reps whose comp plan is still unsigned, drafts a polite reminder email to each of them, and posts you a clear list of who has signed and who is still outstanding.
How do I collect signed comp plan acknowledgements from my reps?
Every Monday, WebRun compares your QuotaPath roster against DocuSign, finds reps whose comp plan is still unsigned, and drafts a polite reminder to each with the signing link. It leaves every email unsent for a manager to approve, and posts finance a clear list of who has signed and who is still outstanding.
- Every rep signs their comp plan before commissions run
- Reminders go out drafted, never sent without approval
- Finance sees signed status at a glance each week
Built for sales finance · revenue operations · sales enablement · HR operations
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.quotapath.comin a real browser with your saved login - no setup, no API keys. -
1
QuotaPath - list reps and their comp plans
quotapath.com
WebRun opens QuotaPath to list reps and their comp plans. - Open QuotaPath and list active reps with their assigned comp plan
- Note each rep's plan name and effective date
- Build the roster of plans that require a signed acknowledgement
Done when Every rep who owes a signed comp plan is on the roster.
-
2
DocuSign - check signature status
docusign.com
WebRun opens DocuSign to check signature status. - Open DocuSign and match each rep to their comp plan envelope
- Read whether the envelope is completed, sent, or not started
- Mark each rep as signed or still outstanding
Done when Every rep has a current signed or unsigned status from DocuSign.
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3
Gmail - draft reminders to unsigned reps
gmail.com
WebRun opens Gmail to draft reminders to unsigned reps. - Draft a polite reminder to each rep who still owes a signature
- Include the plan name and the DocuSign link to sign
- Leave every email unsent as a draft for a manager to review and send
- Post finance a summary list of who has signed and who is outstanding
Done when Reminder emails are drafted for review and the signed-status list is ready.
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 email reps without my approval?
No. WebRun writes each reminder as a Gmail draft and leaves it unsent. A manager reviews and sends it, so nothing reaches a rep until a human approves it.
How does it know who still needs to sign?
It reads the live envelope status in DocuSign each Monday and matches it to your QuotaPath roster, so only reps with an incomplete comp plan envelope get a reminder.
What if a rep signs after the reminder is drafted?
The next run reads the current DocuSign status, so a rep who has since signed drops off the outstanding list and gets no further reminder.
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