Curious - Integration with an E-Signature App?

Scott_Hall · 12-06-2019 05:13 AM

Is anyone aware of a way to generate a PDF thru the workflow that would integrate with an e-signature app such as Sign Now or any of the other dozen options?

Would love to be able to generate a PDF from workflow that was ready for signatures using an e signature app.

LeventK

@Scott_Hall
Provided the e-signature vendor has an exposed API, it could be quite possible to generate an e-signed PDF directly from AppSheet’s PDF workflow. Check this out > Best eSignature APIs

DocuSign REST is the best one I had used before as well

Scott_Hall

@LeventK Thank you. Time to learn about API. Would you be able to give me a little better understand of how these mechanics work? Would the API allow the PDF to be sent directly from the AppSheet workflow ready for signatures or would it simply import the PDF into DocuSign ready to be mocked up?

Just trying to get a better idea of how to begin learning about this.

LeventK

@Scott_Hall
You will be needing Google Apps Script for what you are trying to achieve because in general the e-Signature apps expect the files to be uploaded to their system either as a blob or as a binary. Therefore you will need Google Apps Script support to locate the PDF workflow in your gDrive, convert it to a blob or binary (depending on which type is required by the REST API service that you intend to use), make a HTTP POST call to their API endpoint, upload the file and eSign the document.

Some eSignature REST API services has a feature to email the signed document, but some don’t. If yours have this feature, then you can send thru their Mail Service, if they don’t have then you need to make a secondary HTTP POST call to their API endpoint to download the signed document and send the file via Gmail API.

Vendors which have Email Service for the signed document, generally needs a subscription plan upgrade to use that feature and depending on the vendor’s prices, it might be a bit costly depending on how many documents you sign and send per month. Nevertheless, you always have the option to download the signed document from your own container and email it either manually or via Google Apps Script.

For example; DocuSign is a bit pricey service. If I remember correctly, a 100 signing process was around $1,200 per month with the very basic plan.

Scott_Hall

@LeventK

Thank you for this information. I appreciate the time it took to give this detail.

Billy_Sheng

Alternatively, have you seen the signature feature that is currently on Appsheet?

Scott_Hall

@Billy_Sheng Absolutely. I use the signature function daily in my field service app. The challenge I was exploring was finding a way to get signatures remotely for service agreement documents.

Bogdan_Stan

Hi Scott,

Have you find a way to implement the request for external document signing?
I’m interested in the same feature for service agreement documents from my clients…

Matheus_Souza

I need something like this either. Did someone achieve this?

Dan_Oliphant

Scott, were you able to get this working to your satisfaction? About to try to get the same thing working in my app

Pcullc

Is it possible to get them remotely?

OptimiX_XcrY

Perhaps we will have more options in the nearby future.

https://www.androidpolice.com/google-docs-native-esignature-support/

But we still need an easy way to generate google docs from appsheet