eSignature - Can Pipedrive support our process?
Start of process
1. Customer clicks ORDER NOW in a Powerpoint. (This powerpoint is shown to customer to select the option they want to go ahead with, we normally offer them option A, B and C)
3. By clicking ORDER NOW, Pipedrive API is called (i.e. Pass JASON), stores the status of document
4. Customer is redirected to the ORDER FORM
5. In ORDER FORM the name and the address can be edited if it's wrong.
6. Customer clicks FINISH at the form after signing is done.
7. A copy of the signed order goes to our accounting department, salesperson and the customer.
End of process
Comments
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Hi @Hossein Mohsenian !
At the moment our eSignatures only are only available in Sales Documents, for which we currently don't have API endpoints. You'd probably need to use a 3rd party tool/integration, but I think you'll get more expert advice from other API users in our Developers Community
PS - We'd like to ask you to please not use the "What's New?" or "What's Planned?" topics in your posts: they are read-only topics used by Pipedrive to communicate updates to our community members. I have removed them from your post and replaced them with more pertinent topics. Thank you!
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