Digital signature capture and storage for quotes

Purpose

1.1. Enable seamless digital capture of client signatures on quotes for aluminum welding projects; ensure fast, secure, and tamper-evident storage.
1.2. Provide clients with instant access/affirmation while ensuring legal compliance and digital audit trails for every quote signed.
1.3. Allow project managers and welders to track acceptance timelines and act promptly, reducing the risk of unauthorized work and disputed terms.

Trigger Conditions

2.1. Quote prepared and marked as “ready for customer approval” in quoting system.
2.2. Customer opens quote document via email or custom link.
2.3. Client completes required digital signature fields.
2.4. Signature event detected (signed/submitted), auto-forward to storage.

Platform Variants

3.1. DocuSign
• Feature/API: Envelopes::Create and Envelopes::Get API; configure webhook for “Envelope Signed”.
3.2. Adobe Acrobat Sign
• Feature/API: /agreements POST endpoint; configure webhook for “Agreement Signed” event.
3.3. HelloSign
• Feature/API: Signature Request API; setup callback for “signature_request_signed”.
3.4. PandaDoc
• Feature/API: Document Send and event webhook “document.completed”.
3.5. SignNow
• Feature/API: /document/{id}/invite endpoint; use “Document Completed” webhook.
3.6. SignRequest
• Feature/API: Sign requests and signed document webhook.
3.7. OneSpan Sign
• Feature/API: Package Creation API, configure callback for “SIGNING_COMPLETE”.
3.8. Zoho Sign
• Feature/API: Send Document, and webhook for “document_signed”.
3.9. RightSignature
• Feature/API: Create Signature Request, configure webhook “signed”.
3.10. eversign
• Feature/API: Document Send; subscribe to “document_signed” webhook.
3.11. Sertifi
• Feature/API: API “Send Envelope”; Event Notification for signed status.
3.12. SignEasy
• Feature/API: /sendDocument API; use webhook “document_signed”.
3.13. Zoho CRM (with Sign integration)
• Feature/Setting: Quote module, trigger on status update “Signature Required”; auto sync to Zoho Sign.
3.14. Salesforce (with eSignature app)
• Feature/Setting: Process Builder triggers sending for signature; API call or webhook on “Signed”.
3.15. Microsoft Power Automate (w/ Adobe Sign connector)
• Feature/Setting: Trigger “Create and send an agreement”, next step on “Signed”.
3.16. HubSpot (Quote-based integration)
• Feature/Setting: Workflow trigger “Quote Sent”; integration action for eSignature delivery.
3.17. Dropbox Sign (formerly HelloSign)
• Feature/API: send_signature_request; handle “signature_request_signed” callback.
3.18. Formstack Sign
• Feature/API: /package/send API; webhook for “Completed”.
3.19. Jotform Sign
• Feature/API: Sign Automation API; webhook on “Document Signed”.
3.20. Google Workspace (Apps Script + Drive API)
• Feature/Setting: Apps Script triggers on Google Form submit (signature); script saves trigger event and PDF to Google Drive.
3.21. Box (with Sign Requests)
• Feature/API: Create Sign Request; trigger “sign_request_completed” webhook.
3.22. AirSlate
• Feature/API: Send e-signature workflow; catch “Document Signed” event.
3.23. Nintex Sign
• Feature/API: Workflow for sending documents, trigger action on “Signature Complete”.
3.24. ShareFile (w/ RightSignature integration)
• Feature/Setting: New signature request via API; track completion in ShareFile folder.

Benefits

4.1. Dramatically reduces lag time between quote issue and job kickoff, securing faster project starts.
4.2. Minimizes risks of unsigned/altered quotes; ensures only verified digital copies move forward.
4.3. Compliance-ready logs and audit trails for all signatures.
4.4. Centralizes signed documentation in secure cloud storage, accessible to authorized team members.
4.5. Enables instant notifications to sales and production teams upon successful signature capture.
4.6. Enhances customer trust by providing an easy, professional signing experience compatible with mobile devices.