I am investigating the possibility of adding e-signature functionality to a CRM SaaS.
I am having some difficulty understanding the process, and how to use GroupDocs to accomplish this.
The goal is to have users upload a PDF in the CRM, and email it to their customers to sign. The email will contain a link to a page with a signature pad to collect a signature image from the signer.
Can someone give me an overview of how GroupDocs could be used to accomplish this?
We have checked your requirements and logged a ticket SIGNATURECLOUD-550, for further investigation. We will share our findings with you asap.
@easededge, thank you for your interest with GroupDocs products.
The feature you requested is fully supported by GroupDocs Signature product but require some workaround on the CRM side or another application layer you are using.
Technically Signature service could be used as separate dll/jar file that will provide you ability to manipulate the document like take file (pdf, docx, xlsx, many formats) add to this document any signature type you need (there are about more than 8 types like text, image, digital signature, barcode, qrcode, metadata, etc) and save signed document.
The other option to work with documents over cloud service. In this case you have upload document over API to the GroupDocs storage, pass the required signature options to add to this document and obtain link to download signed document, or another way to obtain the link for user to sign this document.
Please see following resources
https://apps.groupdocs.com/
https://features.conholdate.app/signature