I’ve seen a few posts allude to this, but I could not find a dedicated post to this idea.
I want to generate a document that can be sent to a client to sign:
Smart sheet does this feature very well:
This would entail the following:
- A Rich text document template (preferably editable in HTML also) that can reference fields in an entity, And potentially on databases with relationships to that entity
- The ability to generate and attach a document to that entity
- The ability for this document to be sent to Docusign and automatically sync to a Docusign template to be sent out for signing. This would need to reference specific fields on the entity to be able to know the email addresses of the signers
- Once a document is signed it should be able to trigger another action in Fibery
I would love to hear others’ thoughts on this and would be happy to share additional thoughts.