Chase franchise candidates for outstanding FDD acknowledgment signatures
Every Monday, WebRun opens FranConnect Sales and identifies every franchise candidate who was sent a Franchise Disclosure Document more than 5 days ago without a logged acknowledgment, checks DocuSign for the envelope status, and drafts a follow-up email per candidate for your development team to review and send before any compliance window closes.
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How do I automatically chase franchise candidates for outstanding FDD acknowledgment signatures?
Every Monday, WebRun checks FranConnect for franchise candidates who received their FDD more than five days ago without a logged acknowledgment, verifies the DocuSign envelope status for each, and drafts a follow-up email per candidate in Gmail for your development team to review. No message goes to a candidate without human approval.
- No FDD disclosure goes unacknowledged for more than a week without a follow-up drafted
- Development team sees the DocuSign envelope status for each candidate so they know exactly where things stand
- Candidates who already signed in DocuSign are never sent a duplicate follow-up
Built for franchise development teams · franchise legal and compliance teams · multi-unit franchisors · franchise development reps
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.franconnect.comin a real browser with your saved login - no setup, no API keys. -
1
FranConnect - find candidates with unacknowledged FDD disclosures
franconnect.com How to Automate FranConnect
WebRun opens FranConnect to find candidates with unacknowledged FDD disclosures. - Open FranConnect Sales module and filter to candidates who were sent a Franchise Disclosure Document
- Identify candidates where no acknowledgment has been recorded in the past 5 or more days
- Capture the candidate name, territory, FDD send date, assigned rep, and days since disclosure was sent
Done when Every franchise candidate with an unacknowledged FDD disclosure is identified with send date and assigned rep.
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2
DocuSign - check FDD envelope signature status
docusign.com How to Automate DocuSign
WebRun opens DocuSign to check FDD envelope signature status. - Search DocuSign for the FDD disclosure envelope sent to each flagged candidate
- Check whether the envelope has been opened, signed, or is still pending
- Note the current DocuSign envelope status so the development team knows how far along each candidate is
Done when DocuSign envelope status is confirmed for every flagged FDD disclosure candidate.
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3
Gmail - draft follow-up emails for development team review
gmail.com How to Automate Gmail
WebRun opens Gmail to draft follow-up emails for development team review. - Draft a polite follow-up email for each candidate whose FDD envelope is still unsigned or unopened
- Include a reminder of why the acknowledgment is required and a direct link to the DocuSign envelope
- Leave every draft unsent for the development team to review and approve before sending to the candidate
Done when A Gmail draft follow-up exists for every candidate with an unacknowledged or unsigned FDD disclosure.
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 contact franchise candidates about their FDD automatically?
No. Every follow-up email is drafted in Gmail and left unsent. Your development team reviews and approves each draft before any message goes to a candidate.
How does it know if a candidate has already acknowledged receipt in DocuSign?
It checks the live status of the DocuSign envelope for each candidate. If the envelope shows as signed or completed, that candidate is automatically excluded from the follow-up draft list.
What if the candidate received the FDD by mail instead of DocuSign?
It flags candidates based on their FranConnect record status. If your team logs manual receipt acknowledgments in FranConnect, those candidates will be excluded from the chase list automatically.
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