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Nov 24, 2020
Automatically generate documents from template and send to HelloSign to collect legally-binding eSignatures
Angelika Cherina
Angelika Cherina
Lead Marketing Specialist

With the Plumsail document generation tool, you can easily merge data from your favorite web services such as CRM systems, public web forms, databases, and more, into custom-built documents. And now it’s directly integrated with HelloSign eSignature solution.

Let’s see how it works. We’ll use a web form to populate a sales contract template and send the resulting document to HelloSign for electronic signature. As a result, a Word template will turn into a custom PDF document with legally-binding digital signatures.

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Create a document generation process and set up the template

To use Plumsail Documents and HelloSign integration, you need to create a document generation process inside your Plumsail account.

Feel free to sign up for a free trial if you don’t have the Plumsail account yet.

There create a new process — name it and select DOCX for the template type.

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Click on the Next button to go to the process first step — Configure Template. Here we work on the document template — create it and specify its settings.

We have already prepared the purchase agreement DOCX template. You can download the template and upload it to the process to follow the same steps as in the article.

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Otherwise, you can learn how Plumsail Documents templates work and compose your own document template.

On the Settings substep, we defined the output filename and changed the output type to PDF. We won’t go into much detail about the Configure step here. Please, find more information about creating and setting the document generation process in the documentation.

Insert HelloSign text tags into the template

Use special HelloSign text tags to place the signature and other related fields in a particular part of the document.

For instance, we have three text tags at the bottom of our contract template. They’re invisible as we changed their font color to white. Here they are:

[sig|req|signer1]

[text|req|signer1|Full Name|name_1]

[date|req|signer1]

As you see, HelloSign text tags are a series of options and identifiers divided by the pipe symbol and wrapped in squire brackets. Text tag values are self-explanatory — sig means the signature field; req means this field is required; signer1 identifies the signer.

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On the left, you can see how these HelloSign text tags will appear for the first signer.

The same logic is used for the second signer. Read more about HelloSign text tags in our documentation.

Add HelloSign delivery

Click on the Add delivery and select HelloSign. After that, you will see the HelloSign delivery settings screen:

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To connect HelloSign to Plumsail Documents, you need to provide an API key. It can be found in your HelloSign account: Integrations → API →API key. Copy and paste into the HelloSign delivery of the process.

Now you can configure other settings in the HelloSign delivery:

  • Fill in Title and Message for signers. The title will be displayed in the HelloSign account. The message for signers will be sent along with the signature request email.
  • Add recipients. You can add as many of them as you need. Available roles are Needs to sign and Receives a copy .
  • Switch on sequential signing in the Advanced settings, then drag and drop recipients to set an order in which they should sign the document.
  • Enable text tags. If your document template includes HelloSign text tags as in this example, you need to enable text tags to make them work.
  • Additionally, you can switch on the HelloSign test mode for testing purposes. In this case, you won’t spend your HelloSign credits, but the document will have a test mark.

Start the process of creating the document and sending it for eSignature

Now we’re done with the HelloSign delivery step and ready to launch our process. We’ll start the process from a default web form:

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This is the default form. It’s possible to customize it in a handy Pumsail Forms web designer with a drag-and-drop interface.

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You can pull data from third systems and pass it to the process to populate the document template. Please, review other ways to start the document generation process.

Getting started

Use the approach shown in the article to generate any other custom documents such as invoices, quotes, reports, and more.

Just register a Plumsail account to get started and follow the steps described in the article to create your document generation processes. If you have any questions, do not hesitate to drop us a line — [email protected].

Note: The post has been originally published at Medium:
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