Jun 11, 2020 01:12 PM
I’m looking for an app that will allow, either via direct integration or Zapier, for the dynamic creation of a pre-filled document for e-signature.
There are tons of options (too many) out there, but I’ve yet to find something which meets all of my requirements:
I’ve tried many apps… I had high hopes for Formstack Documents and the new block, but upon sending the created document to Formstack Sign, the document is flattened and the signer can no longer edit any fields. PandaDoc doesn’t give you a URL to the document until after all parties have signed. If I could just grab bits and pieces of each app and glue them together, this would be a lot easier :smiling_face_with_halo:
Any suggestions would be greatly appreciated! :slightly_smiling_face: Thanks in advance.
Jun 11, 2020 01:28 PM
I use a combination of Google docs, Zapier and Airtable for this.
The signing part is a nightmare - There are no good apps out there. I went with Eversign, but I wouldn’t recommend it. Docusign is prohibitively expensive If I had to do it again, I think I would explore PDF filler.
Jun 12, 2020 05:58 AM
Thanks Andy! Seriously, it feels like nothing out there is a perfect solution. PDFFiller is great; they’re reasonably priced and I’m 99% sure they provide everything that I described above… but alas, the clunkiness of their system rendered my client uninterested :smiling_face_with_halo:
If I exhaust all other options (and it feels like I’m close to doing so), I think I’ll suggest PDFFiller again.
Hope you’re well!
Nov 01, 2020 09:32 AM
We recently launched an integration for eSignatures.io. Not sure if it checks off all the requirement that you’ve mentioned above, but I think it’s worth checking out.
Dec 11, 2020 04:10 PM
I checked out eSignatures.io and they offer up a pretty basic form designer that you are limited to. You need to use their editor and you can’t jazz up your form with embedded graphics or anything fancy like that. If all you need is a very straightforward signature doc it’s seem to work smoothly, but you are also paying on a per document sent basis $0.49 per doc.
Aug 12, 2022 03:23 AM
The discussion is outdated, but in case you are still looking for a solution, Plumsail Documents might be a good fit. It seems to perfectly match your requirements. You can create a Microsoft Word template that will be dynamically populated with Airtable data. The integration is also based around Zapier.
Here’s an article you might want to check out:
How to auto generate contracts from Airtable data in Zapier — Plumsail Documents
Fortunately, the solution offers a free one-month trial, so you can try it for yourself. Hope this helps!