Can anyone help me by telling me the steps for integrating digital signatures in contracts? Suppose I am sending a document/form/contract to my client. How can I incorporate an e-sign option here?
Hi,
Welcome to the Make community.
Why not use existing digital signature software? I can recommend eSignatures.io- they offer native integration with Make.com, making the integration process seamless.
Of course, this isn’t the only solution available. There are plenty of other options, such as DocuSign. It’s also worth mentioning that almost every country has its own local providers that are well-known in their respective markets.
The integration process depends on the platform. With eSignatures, you simply map values to the pre-prepared template fields (fully customisable via their web-app) and then send a request to perform the action.
Have a great day!
Hi @Megan
Considering Make and its integrations, you can use PandaDoc for agreements that collect digital signatures.
Regards,
Msquare Automation - Gold Partner of Make
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