Kanbox automates contract and document signature workflows with routing, approvals, and integrations built for European B2B companies.

Kanbox

What it does

Kanbox streamlines document signature processes with automated routing, multi-party approval workflows, and compliance for European markets.

You'll love

You're tired of chasing signatures through email threads and want automatic routing based on document type and approval hierarchies.

Pricing

Who is it for icon

180

/ year

Who is it for icon

25

/ month

Use cases

Who is it for icon

Routing contracts to legal, finance, then clients

Who is it for icon

Setting up approval hierarchies for different doc types

Who is it for icon

Tracking signature status across departments

Ideal for

European B2B companies with complex approval processes, legal teams managing contract workflows, operations teams handling high signature volumes.

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Kanbox

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How to automate with

Kanbox

Tools like Zapier, n8n and Make.com are incredibly powerful, but they can feel overwhelming when you’re just getting started. Since you can connect almost anything, it’s hard to know where to begin.

Read my guide on automation
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Zapier

No-code automation connecting 5,000+ apps to move data and trigger actions excellent for quick wins when you need integrations that just work.

n8n
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n8n

Open-source automation with self-hosting ideal when you need complete control, want to own infrastructure, or have technical teams building workflows.

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Make

Visual automation platform with advanced logic and error handling more powerful than Zapier when you need control over complex, branching workflows.

Considerations before you buy

Kanbox

Kanbox is the European alternative to DocuSign and PandaDoc, built specifically for EU compliance and workflows. If you're a European B2B company, the GDPR compliance and local data residency matter. Pricing is typically more transparent than DocuSign's enterprise plans. The routing logic is more sophisticated than basic e-signature tools you can set up conditional workflows based on contract value, type, or department. Compare against DocuSign if you need global brand recognition for client-facing documents, or PandaDoc if you want stronger proposal-building features. Choose Kanbox when you're primarily focused on internal workflow automation and European compliance matters more than brand name recognition. The learning curve is steeper than simple tools but pays off for complex organisations.

Ultimate guide to using

Kanbox

My personal notes on how to use this tool.

Kanbox can act as a full LinkedIn prospecting engine if you follow a clear workflow. The guide below keeps the original depth while adding heading hierarchy and shorter paragraphs for easier reading.

Onboarding and setup

Sign up and install extension

Create a free trial account, then install the Kanbox Chrome extension. Pin the extension to your toolbar so it can trigger imports and send automated actions to LinkedIn.

Connect LinkedIn

Log in to the LinkedIn profile you wish to automate, click the extension and approve Kanbox’s access. You can repeat this process for extra LinkedIn accounts, and Kanbox will store each one separately in the web app.

Configure dashboard settings

Open the web dashboard and check the Leads, Campaigns, Inbox, Pipelines and Settings areas. Set your local timezone, working hours and safe daily limits. These limits help Kanbox run well below LinkedIn’s thresholds of roughly one hundred invites per week.

Invite team members

If colleagues will run campaigns, invite them from Team Manager. Team roles let you grant read-only or full access to another person without sharing LinkedIn passwords.

Importing and building lead lists

Scrape LinkedIn searches

Perform a LinkedIn or Sales Navigator people search for your target criteria, then click the Kanbox extension and choose Import. The tool pages through results, collecting names, headlines and companies while scrubbing emojis and duplicates.

Capture post engagers and event attendees

Open any LinkedIn post or event, launch the extension and import the list of people who liked, commented or registered. These prospects often reply faster because they have already shown interest in the topic.

Upload a CSV of profile URLs

If you keep lists externally, prepare a CSV with a LinkedIn URL column and import it. Kanbox will visit each profile to extract data and merge it with your existing leads.

Filter and tag leads

Inside the Lead Manager, apply filters such as job title, company size or location to narrow the list. You can tag segments for tailored campaigns and mark irrelevant records so that low-quality leads never reach an outreach sequence.

Enrich with work emails

Select the leads you wish to enrich and run the built-in email finder. Kanbox spends one credit per verified email and appends the address to the record. Later you can export these emails to Lemlist or Mailshake for multichannel sequences.

Crafting your outreach campaign in Kanbox

Create a new campaign

In Campaigns, click New, choose one or more lead lists and give your campaign a clear name, such as Fintech CEOs Q3.

Design a linear sequence

Add steps in a logical order: visit profile, send connection request with note, wait three days, send first message, wait five days, send second message. Insert safe delays between steps so actions feel human.

Write personalised templates

Draft a short connection note that references industry or a mutual interest, using placeholders such as first name or company. Keep follow-up messages concise and conversational.

Test two message variants

Enable A/B testing to compare two versions of a connection note or follow-up. Kanbox divides the leads evenly and shows which copy earns higher acceptance or response rates.

Tune send limits and schedule

Set daily caps, for example twenty invites and twenty messages per account, and restrict sends to business hours on weekdays. You can pause sequences at weekends or on holidays if preferred.

Launch and monitor

Start the campaign. The pipeline view shows leads entering each column, letting you watch them move from Invited to Connected to Replied in real time. Investigate any errors Kanbox flags, such as an action blocked by LinkedIn or an exceeded limit.

Managing replies and follow-ups in Kanbox

Handle messages in Smart Inbox

Check the Inbox each day, filter for unread threads and respond directly inside Kanbox. Apply labels like Demo Scheduled or Follow Up Later, then archive completed conversations to keep the inbox tidy.

Track progress in Kanban pipeline

Visit the Pipeline linked to your campaign. Leads that accept invites move to Connected automatically, while those who reply shift to Replied. Drag a card to Won or Lost when a conversation closes so your funnel stays accurate.

Withdraw stale invites

Use the Network Manager to locate invites older than two weeks and withdraw them, freeing room for fresh connection requests.

Export for email follow-up

After the LinkedIn sequence ends, filter leads that never replied yet have verified emails. Export them as CSV and load into your email tool for a polite follow-up.

Collaborate as a team

Sales reps can grant managers or assistants access to their inbox so tasks such as first-line replies or scheduling calls can be shared without logging into LinkedIn directly.

Best practices and tips for success

Keep outreach personal

Always add a brief, relevant note when connecting. Referencing a shared group, recent post or mutual contact boosts acceptance. Avoid generic copy that feels automated.

Respect safety limits

Stay under twenty daily invites on a new profile and scale gradually. Spread actions across the working day and keep total weekly invites below one hundred.

Segment and prioritise

Use filters and tags to run focused micro-campaigns, for example targeting only CMOs at companies with more than five hundred staff. Tailored messaging outperforms one-size-fits-all outreach.

Maintain pipeline hygiene

Archive closed or disqualified leads and withdraw old pending invites so active boards contain only live prospects. Clean data keeps metrics meaningful.

Sync outcomes to CRM

Export positive replies weekly and add them to Salesforce or HubSpot so your entire team sees LinkedIn progress. Manual updates remain worthwhile until Kanbox releases direct CRM integrations.

Monitor LinkedIn policy changes

Stay aware of new LinkedIn limits or feature updates. Adjust daily quotas and messaging practices quickly to remain compliant and protect account health.

Conclusion

Follow a structured path: scrape high-intent LinkedIn lists, enrich with verified emails, run a safe two-touch sequence and manage every response in Kanbox’s Smart Inbox. Export non-responders to an email tool for final outreach and record wins in your CRM. By combining clear organisation with steady personalisation, Kanbox turns scattered LinkedIn activity into a controlled, scalable pipeline that reliably converts prospects into conversations.

My review of

Kanbox

Kanbox can act as a full LinkedIn prospecting engine if you follow a clear workflow. The guide below keeps the original depth while adding heading hierarchy and shorter paragraphs for easier reading.

Onboarding and setup

Sign up and install extension

Create a free trial account, then install the Kanbox Chrome extension. Pin the extension to your toolbar so it can trigger imports and send automated actions to LinkedIn.

Connect LinkedIn

Log in to the LinkedIn profile you wish to automate, click the extension and approve Kanbox’s access. You can repeat this process for extra LinkedIn accounts, and Kanbox will store each one separately in the web app.

Configure dashboard settings

Open the web dashboard and check the Leads, Campaigns, Inbox, Pipelines and Settings areas. Set your local timezone, working hours and safe daily limits. These limits help Kanbox run well below LinkedIn’s thresholds of roughly one hundred invites per week.

Invite team members

If colleagues will run campaigns, invite them from Team Manager. Team roles let you grant read-only or full access to another person without sharing LinkedIn passwords.

Importing and building lead lists

Scrape LinkedIn searches

Perform a LinkedIn or Sales Navigator people search for your target criteria, then click the Kanbox extension and choose Import. The tool pages through results, collecting names, headlines and companies while scrubbing emojis and duplicates.

Capture post engagers and event attendees

Open any LinkedIn post or event, launch the extension and import the list of people who liked, commented or registered. These prospects often reply faster because they have already shown interest in the topic.

Upload a CSV of profile URLs

If you keep lists externally, prepare a CSV with a LinkedIn URL column and import it. Kanbox will visit each profile to extract data and merge it with your existing leads.

Filter and tag leads

Inside the Lead Manager, apply filters such as job title, company size or location to narrow the list. You can tag segments for tailored campaigns and mark irrelevant records so that low-quality leads never reach an outreach sequence.

Enrich with work emails

Select the leads you wish to enrich and run the built-in email finder. Kanbox spends one credit per verified email and appends the address to the record. Later you can export these emails to Lemlist or Mailshake for multichannel sequences.

Crafting your outreach campaign in Kanbox

Create a new campaign

In Campaigns, click New, choose one or more lead lists and give your campaign a clear name, such as Fintech CEOs Q3.

Design a linear sequence

Add steps in a logical order: visit profile, send connection request with note, wait three days, send first message, wait five days, send second message. Insert safe delays between steps so actions feel human.

Write personalised templates

Draft a short connection note that references industry or a mutual interest, using placeholders such as first name or company. Keep follow-up messages concise and conversational.

Test two message variants

Enable A/B testing to compare two versions of a connection note or follow-up. Kanbox divides the leads evenly and shows which copy earns higher acceptance or response rates.

Tune send limits and schedule

Set daily caps, for example twenty invites and twenty messages per account, and restrict sends to business hours on weekdays. You can pause sequences at weekends or on holidays if preferred.

Launch and monitor

Start the campaign. The pipeline view shows leads entering each column, letting you watch them move from Invited to Connected to Replied in real time. Investigate any errors Kanbox flags, such as an action blocked by LinkedIn or an exceeded limit.

Managing replies and follow-ups in Kanbox

Handle messages in Smart Inbox

Check the Inbox each day, filter for unread threads and respond directly inside Kanbox. Apply labels like Demo Scheduled or Follow Up Later, then archive completed conversations to keep the inbox tidy.

Track progress in Kanban pipeline

Visit the Pipeline linked to your campaign. Leads that accept invites move to Connected automatically, while those who reply shift to Replied. Drag a card to Won or Lost when a conversation closes so your funnel stays accurate.

Withdraw stale invites

Use the Network Manager to locate invites older than two weeks and withdraw them, freeing room for fresh connection requests.

Export for email follow-up

After the LinkedIn sequence ends, filter leads that never replied yet have verified emails. Export them as CSV and load into your email tool for a polite follow-up.

Collaborate as a team

Sales reps can grant managers or assistants access to their inbox so tasks such as first-line replies or scheduling calls can be shared without logging into LinkedIn directly.

Best practices and tips for success

Keep outreach personal

Always add a brief, relevant note when connecting. Referencing a shared group, recent post or mutual contact boosts acceptance. Avoid generic copy that feels automated.

Respect safety limits

Stay under twenty daily invites on a new profile and scale gradually. Spread actions across the working day and keep total weekly invites below one hundred.

Segment and prioritise

Use filters and tags to run focused micro-campaigns, for example targeting only CMOs at companies with more than five hundred staff. Tailored messaging outperforms one-size-fits-all outreach.

Maintain pipeline hygiene

Archive closed or disqualified leads and withdraw old pending invites so active boards contain only live prospects. Clean data keeps metrics meaningful.

Sync outcomes to CRM

Export positive replies weekly and add them to Salesforce or HubSpot so your entire team sees LinkedIn progress. Manual updates remain worthwhile until Kanbox releases direct CRM integrations.

Monitor LinkedIn policy changes

Stay aware of new LinkedIn limits or feature updates. Adjust daily quotas and messaging practices quickly to remain compliant and protect account health.

Conclusion

Follow a structured path: scrape high-intent LinkedIn lists, enrich with verified emails, run a safe two-touch sequence and manage every response in Kanbox’s Smart Inbox. Export non-responders to an email tool for final outreach and record wins in your CRM. By combining clear organisation with steady personalisation, Kanbox turns scattered LinkedIn activity into a controlled, scalable pipeline that reliably converts prospects into conversations.

Playbooks

Kanbox

is part of

Outreach automation

This tool is part of tactical playbooks that walk you through every stage of this engine. Read the full guides to learn how to implement the framework, set up your infrastructure, and execute the tactics that drive results.

Playbook

Outreach automation

Create an outreach strategy that defines who to target. Configure domains and infrastructure properly. Build targeted lead lists. Write emails that sound human. Design multi-touch sequences.

See playbook
Outreach automation

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