e-Signatures for Attachments

[Lisa_Unruh]

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?

[Vivid-Squid · Accepted solution]

Hi @Lisa_Unruh,
PandaDoc and Documint both have extensions for airtable and can handle the e-signature requirements.

[ScottWorld · Accepted solution]

@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:

Make

HelloSign Integration | Workflow Automation | Make

Connect HelloSign to sync data between apps and create powerful automated workflows. Integrate over 1000 apps on Make.

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:

Airtable consultant — ScottWorld

ScottWorld • Best Airtable Consultants, Airtable Experts, Airtable Consulting,...

ScottWorld • Best Airtable Consultants, Airtable Experts, Airtable...

ScottWorld provides the world's best Airtable consultants, expert Airtable training, best Airtable consulting, and Claris FileMaker Pro developers.

[Lisa_Unruh · Accepted solution]

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.

[Vivid-Squid · Accepted solution]

ScottWorld:

@Vivid-Squid I wasn’t familiar with the e-signature feature of DocuMint?

I answered this question too fast, and didn’t validate what I thought was true. :see_no_evil:

[ScottWorld · Accepted solution]

Vivid-Squid:

I answered this question too fast, and didn’t validate what I thought was true. :see_no_evil:

Ah, thanks! I was getting excited there for a minute! :stuck_out_tongue_winking_eye:

Lisa_Unruh:

Documint requires you to agree to giving them access to your Base’s data and users.

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.