Electronic Signing Tools
Last updated : 20/12/2018An overview of the Electronic Signing Tools that can be integrated with Workbooks.
To speed up the signing process and give you better visibility of how far through the process a document has progressed, Workbooks provides integrations with two market-leading electronic signing tools: Adobe Sign and DocuSign. The integrations are available as Plugins in our Script Library so can be used by all Customers who have an account with either tool.
To help you decide which option is best suited to your needs, the table below compares the features available when integrating with each tool.
| Feature | Adobe Sign | DocuSign |
|---|---|---|
| Send Documents from all Workbooks Transaction Documents | Yes | Yes |
| Send Documents from Workbooks Case Records | No – Adobe Sign only supports signatures from Transaction Documents | Yes |
| Update Fields in Workbooks from information on the signed document | Yes | Yes |
| Allow multiple recipients to make separate updates to a Document | Yes | Yes |
| Integration with Custom Workbooks PDFs | Yes | Yes |
|
Integration with standard Workbooks PDF files |
No |
Yes – The Workbooks Unified PDF Templates includes DocuSign Tags that allow you to merge DocuSign information with ease. NOTE: If your database was created prior to September 2019, this XSL Stylesheet is available for download by clicking here. This template can be manually uploaded to the relevant Workbooks Instance to replace any existing templates. New databases after this date will automatically obtain a copy of the latest template. |
| Integration with third party template functionality | No – Adobe Templates are not exposed via this integration | Yes – The DocuSign integration allows you to create and utilise Templates created through DocuSign without the need for PDF configuration. These are best suited for data capture rather than Quotations or Orders that may have Line Items that need to be generated. |
| Able to control specific attributes for each different document | No | Yes – Specific settings and relationships can be configured at the Document Level allowing you to completely customise the functionality of each Document. |
| Mobile Templates | No | Yes – Upon signing a document, if you are licenced for this feature, DocuSign is responsive to any size device ensuring ease of use across multiple devices. |
| Payment Gateway Integration | No | Yes – DocuSign allows Invoices to be paid through a number of Online Payment Gateways so payment can be taken instantly and easily. A fully worked through example can be found on our Knowledge Base on how this is configured. |
| Send documents from People & Organisation Records in Workbooks | No – Adobe Sign only supports signatures from Transaction Documents | Yes – Custom PDFs & DocuSign Templates can be generated from Organisation and People Records. |
| Update related records on signature | No – Adobe Sign will only update the originating record used to send a document for signature | Yes – Utilising a DLI in Workbooks, DocuSign can retrieve fields to display to the end user during the signing experience. Any updates captured, can automatically update information on those related records. |
| Updates and files stored directly on the Workbooks Record | No – Files are always stored on an Activity against the originating record | Yes – DocuSign has the ability to utilise File Fields for storing the signed document directly on the originating record in Workbooks. |
| Create new Records automatically on signing | No | Yes – Transaction Documents can be configured to use the “Copy Document” feature to create a new Transaction Document of your choice once a signature has been received. |