I’m looking for a solution for adding e-signature approvals for invoice attachments to a record. Basically I’m trying to track invoice approvals, but need to be able to add an e-signature when someone approves the invoice for payment. Any ideas?
PandaDoc and Documint both have extensions for airtable and can handle the e-signature requirements.
@Vivid-Squid I wasn’t familiar with the e-signature feature of DocuMint?
@Lisa_Unruh You can really choose any e-signature platform that you’d like, and integrate it with Airtable using Make.com. One particularly popular & easy-to-use e-signature platform is HelloSign.com, but there are dozens more to choose from:
p.s. If you have a budget for your e-Signature project and you’d like to hire an expert Airtable & Make consultant to help you with this, please feel free to contact me through my website:
Thanks for the suggestions! I didn’t see PandaDoc listed as an extension option. Documint requires you to agree to giving them access to your Base’s data and users. We’re not willing to do that. I can’t imagine anyone would be.
I answered this question too fast, and didn’t validate what I thought was true.
Ah, thanks! I was getting excited there for a minute!
This is not a DocuMint requirement, this is an Airtable requirement. Currently, Airtable’s API requires you to open up full access to your entire base in order to pull information from it.
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