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PDF e-signature or DocuSign integration?

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  • PDF e-signature or DocuSign integration?

    I've been looking for custom PDF e-signature modules but all examples are outdated or does not exist any longer.

    Anyone have experience adding e-signature fields to Quote PDFs?

    If not is there a DocuSign integration where we can automatically send PDFs to DocuSign to generate a e-signature PDF?

    I want to automate the whole sales process using BPM Workflow, which requires me to generate a PDF with e-signature fields.

    Thank you.

  • #2
    The only signature feature 3rd-party extension by telecastg is in EspoCRM's as a field (CANVAS/SVG type of HTML drawing field). There is no feature such as DocuSign implement and I don't see any project yet.

    I keep an eye on this but have not yet play with it yet: https://github.com/docusealco/docuseal

    PDF print feature in EspoCRM is still very hard for to use (for me), it ugly and I can't get it to work properly. There is also no Signature feature (drawing) in domPDF as far I know of.

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    • #3
      What is ugly with the print-to-pdf tool? It's quite simple to use for those who know HTML. I used to hear complains that it's hard to create fancy looking documents with some peculiar backgrounds etc. If it's hard, why just not to abandon that idea and opt to a more simple document.

      There were some issues with how tables displayed in the editor, but it is already fixed in the master branch.

      Other products I know even don't have this feature for any entity type, some have templates defined only through code.

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      • #4
        Hi yuri, sorry if that not clear; I can't make it look good

        Feature wise it is good. Layout wise I can't be satisfy, probably either due to not​ knowing the HTML code or CSS or I'm doing something wrong. It might be really well done, but I don't see many example on Forum or Documentations see the what it is possible

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        • yuri
          yuri commented
          Editing a comment
          Maybe provide some info what exactly you can't make to work in a separate topic. Others who know HTML will be able to help. Can also be useful for others who struggle with PDF.

      • #5
        perhaps there is an opportunity to use products for signing archives and pdf documents? For example, cryptopro

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        • #6
          I recently test out DocuSeal feature, the signing isn't my sanctification yet. Keeping eye on it still for now.

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          • #7
            Originally posted by Sab0tajue View Post
            perhaps there is an opportunity to use products for signing archives and pdf documents? For example, cryptopro
            What is this? All I see is cryptocurrency when searching for this

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            • #8
              Originally posted by espcrm View Post

              What is this? All I see is cryptocurrency when searching for this
              CryptoPro is a special crypto provider, software designed for signing and encryption.

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              • #9
                Originally posted by Sab0tajue View Post

                CryptoPro is a special crypto provider, software designed for signing and encryption.
                I'm quite ignorant but how is this related to PDF/Documents signing?

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                • #10
                  Originally posted by espcrm View Post

                  I'm quite ignorant but how is this related to PDF/Documents signing?
                  During the signing process through a crypto provider, you receive a special code that (in some countries) has legal force and confirms the authenticity of the signatory

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