Automating E-Signature Collection with Make.com
This article will show you how to automate the process of collecting e-signatures via Make.com by connecting the SpreadsheetWeb Hub application with DocuSign.
Below is a Non-Disclosure Agreement created on SpreadsheetWeb Hub.
Many businesses use non-disclosure agreements (NDAs) to protect confidential information. NDAs are legal contracts between two or more parties in which one party (the disclosing party) agrees to share confidential information with another party (the recipient), and the recipient agrees to keep the information confidential. Therefore, automating sending NDAs and collecting e-signatures can be extremely time-saving for many businesses.
We have already created a web application on SpreadsheetWeb that collects user data and generates a custom NDA document in PDF format. You can check our article to learn more about creating dynamic documents with SpreadsheetWeb Hub. In this example, we will create a Scenario on Make.com to connect the SpreadsheetWeb Hub application to DocuSign. Each time a new NDA document is created and saved on SpreadsheetWeb Hub, this scenario will send a DocuSign invite with the document to sign.
The first step is to create a new Scenario; click on Create a new Scenario and select SpreadsheetWeb Hub as the application.
Then, choose Get File as your trigger.
Next, create a connection with your SpreadsheetWeb Hub account. Select your workspace and the SpreadsheetWeb application that you intend to connect to. Choose PrintPDF for the database column.
Next, click on Add Another Module and select DocuSign.
Select Send a Document to Sign as the action.
Next, create a connection with the DocuSign account. Then, add a subject or message according to your needs and select the file extension type.
Once you configure your scenario, you should test it to ensure everything works correctly. Click the Run once button to test your scenario.
After testing the scenario, if it is successful, you can activate it using the ON/OFF button.
When you are done, load the SpreadsheetWeb Hub application, enter a set of inputs and hit Save. When you go to your DocuSign account, you will see that the PDF file has been emailed with the signature request. (Note: The process is asynchronous, so it may take a few minutes to appear.)