Evolve your Deals with HelloSign!

Nowadays and, specially in this pandemic situation, Digital Signature became a must around the world.

We just noticed that there is no available plugin for HelloSign, one of the most important players for Digital Signature, so we decided to build our own.

I'm glad to announce we will release in the next few days an interface to HelloSign for signing Documents from static PDF files and PDF Templates as well.

This product accomplishes:

Assign a Document Template to a Module

Each Template is assigned to a specific module, that means, a given Template is addressed to Documents to be signed under either an Opportunity or a Quote, or even an Account.

Lock fields on Document to be signed

Specify whether the Subject and Message from a Template can be edited by Sender in the Document to be signed

Easy intefarface for mapping merged fields

Easily map custom fields from Template with any field in the parent module or any field in related modules, disregarding is related module is directly related to parent module or not.

Send Signature Request from a static PDF file

User can choose any static PDF file to be signed by targets.

Validate invalid document extension

On sending Signature Request from a Document user can only attach PDF files.

Validate invalid e-mail addresses

On filling in the Targets GRID user can not specify invalid e-mail addresses.

Add Targets from CRM

User can choose existing recipients from modules Accounts, Contacts and Users through a Parent field in GRID. The e-mail address is automatically populated, as per DevBlog Article.

Send Signature Request from PDF Templates

User can choose one of the available HelloSign Templates previously created and managed by HelloSign UI.

Review Merged Fields

On selecting a PDF Template the subpanel Fields is automatically loaded with Template's custom fields merged according to parent Record.

Map Targets with Template's Roles

On selecting a PDF Template the subpanel Targets is automatically loaded with Template's Roles so user can decide who play each Role.

Your feedback and suggestions are welcome in order to make such product even better!

Anonymous