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We have 10,000+ clients that need to sign a legal document. I’m thinking I’ll have them authenticate via an Airtable form and then give them a link to a different site where they can sign the document. Anybody done anything like this? What third-party site did you use for signing the document – DocuSign? Something else?

Having them download the Airtable app is simply out of the question. Has to be done entirely in web browser and we’re hoping to make it as easy as possible.

Any suggestions gratefully received!

William

Probably going to be tough to do with Airtable forms. Likely could be done with 3rd party tool like Typeform or Jotform.

We use Jotform as our preferred form solution and have built our own connector between jotform and Airtable (https://openside.com/product/on2air-forms)


Probably going to be tough to do with Airtable forms. Likely could be done with 3rd party tool like Typeform or Jotform.

We use Jotform as our preferred form solution and have built our own connector between jotform and Airtable (https://openside.com/product/on2air-forms)


Openside,

THANK YOU for the response! I’ve already contacted JotForm and will look also at Typeform and at your connector. I’ll probably need some sort of a connector as ideally the form on the form-signing service’s website will have been populated with the client’s name and address so that all they (the client) need to do is review and sign.

Thanks again.


Sure, I haven’t used this but does appear you can do e-sign from within jotform:

Online Form Builder & Form Creator | JotForm

If you need online forms for generating leads, distributing surveys, collecting payments and more, JotForm is for you. Learn more about how we can help at JotForm.com.

And showing the clients name and address pulled directly from Airtable on the form can be done with our On2Air: Forms product.


We’ve built an integration between Airtable and eSignatures.io. It allows you to email documents, get them signed and then automatically upload them as attachments.


Hi! You can create an Airtable and Docusign integration for electronic document signing and attaching to the corresponding record. A detailed guide is described in this article how to use Airtable DocuSign integration .


  1. One of the easiest (and cheapest) ways of doing this is to use Fillout’s advanced forms for Airtable.

    I show how to do this step-by-step on this Airtable podcast episode:
    Using Fillout to create an eSignature approval process with PDF file creation.

    Fillout also offers hundreds of features that Airtable’s native forms don’t offer, including the ability to update Airtable records using a formcreate custom PDF files from a form submissionaccept payments on formspre-fetch dynamic data from an Airtable record, display Airtable lookup fields on forms, create new linked records on a formadd a login page to your form, perform math or other live calculations on your forms, collect signatures on a form, create multi-page forms with conditional paths, connect a single form to dozens of external apps simultaneously, add CAPTCHAs to your form, and much more.

    Here’s another podcast episode where I show off a few more of the advanced features of Fillout:
    Using Fillout to create an order entry form with line items.
     
  2. Alternatively, you can use any eSignature platform that you’d like, and automate it with Make’s advanced automations & integrations,

    For example, you can automate the communication between eSignatures.com and Airtable by using Make’s eSignatures integrations along with Make’s Airtable integrations.

    In my opinion, eSignatures is the easiest one to automate. But you can choose from any eSignature platform that you would like, and automate it with Make.

    If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one of the ways that you could instantly trigger a Make automation from Airtable.

Hope this helps!

If you have a budget and you’d like to hire the best Airtable consultant to help you with this or anything else that is Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld