OneSpan Sign (formerly eSignLive)

Automating your sales process with electronic signatures can be a great way to close more deals and faster.  With a tool like OneSpan Sign you can collect e-signatures with ease on all of your business documents and never chase down a deal again.

Include Formstack Documents in your workflow and you can dynamically populate your documents with data from your favorite CRM.  You’ll never have to copy & paste info into a template again.  Think of how much time you’ll save!

In this example, we’re going to show you how to automatically generate contracts from Pipedrive when we close a deal and then we’ll send that contract over to OneSpan Sign for e-signature.

To get started, we’re going to setup our contract template using a Word document.  Inside Word, we’re going to add our boilerplate terms, then for the spots that we want to insert our customer/deal info, we’re going to use merge fields that look like {$FirstName}, {$Address}, {$ProjectName}, etc.

Here’s what our contract template looks like:

Since we’ll be sending this contract over to OneSpan Sign for signature, we need to add a signature tag so that OneSpan Sign knows where to place the signature in the document.  This signature tag looks like: {{esl:signer1:signature}}   

You can insert other field tags like this: click here

*Note: When using a Word (Office) template, or the document builder, you need to use {literal} ... {/literal} around the tag so the {{ and }} aren't confused as merge fields.

Once you have your template finished, we need to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Document button and then enter a name.  On the next step, pick Office Document as the document type and then pick the file from your computer.


After you’ve uploaded your template, you’ll be taken to the Settings tab where you can customize various options like the type of file that is generated and the name of the file.   For this example, we’re going to generate a PDF and include the name of our customer in the file name.


Once you have updated your settings, we’re ready to setup the delivery of our document to OneSpan Sign so that it is automatically sent out for signature.  Under the Deliver tab, click the New Document button and then select OneSpan Sign from the list.

Once you have entered your OneSpan Sign API Key, you’ll need to define the signer’s name and email address using merge fields.  If you don’t already have merge fields in your template, choose <<Other>> from the dropdown then enter something like {$Email} in the box.


After you’ve saved your OneSpan Sign delivery, we are done with the setup process in Formstack Documents, and we’re ready to integrate with Pipedrive.

To integrate with Pipedrive, we’re going to use their Webhooks feature.  This will allow you to send deal information over to Formstack Documents when a deal is “Won”.  We’re going to use this webhook builder:

Inside Pipedrive, we’re going to take the webhook URL that was generated in the step above and install the webhook for when a deal is updated.  This will trigger the webhook when we mark a deal as “Won”.

Once you have setup the webhook in Pipedrive, we’re done with the setup process and we’re ready to test!  Go ahead and update one of your deals and mark it as “Won”.  This will trigger the webhook to send data over to Formstack Documents and your contract will be generated and sent over to OneSpan Sign.

Here’s what our contract looked like ready to sign:

Congrats, you’re all finished!  You can now automatically generate all types of documents and get them signed using OneSpan Sign.  Can you think of any other ways you can use Formstack Documents to simplify your paperwork process?


Delay other Deliveries until document is Signed

To delay other deliveries until the document is signed (ie only send the signed document to other deliveries), you can turn on the Delay Other Deliveries under More Options in your OneSpan Sign delivery, then check the box next to each delivery you want to delay.


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