Businesses have been creating forms, agreements, and documents for years and sending them to third parties. In the past, this process used to be handled physically via posting or faxing. Still, with the growing technology, businesses have started to use word processing programs like Microsoft Word to create documents and send and receive documents via mail. After some time, E-Signature came to play for documents with requirements such as approval and signature.
E-signatures refer to electronic signatures used to sign documents, such as contracts, forms, and agreements. Using e-signatures allows for a more efficient and convenient document signing process as it eliminates the need for physical signatures and paperwork. As a result, collecting e-signatures can benefit businesses by streamlining processes, reducing costs, improving customer experience, providing legal validity, and increasing security.
It is essential to ensure that the e-signature collection method businesses choose secure and complies with the legal requirements for electronic signatures in their jurisdiction. To collect e-signatures, there are several options available such as mobile apps, custom software, and online signature services like DocuSign.
The process of manually creating documents and agreements, sending them one by one by email and waiting for the signatures and answers can be time-consuming and open to errors, as much manual work is involved. Therefore, using only an e-signature collection tool/application is not enough for businesses. Thus, while looking for solutions to automate the whole process, businesses seek tools and systems that are cost-effective, time-saving, secure and user-friendly.
But finding everything you are looking for on a single platform may not be possible. For this reason, we are happy to announce SpreadsheetWeb Hub's new Make.com update that will help our users automate the process of sending documents and collecting e-signatures.
A while ago, we announced our Make.com integration and the possible scenarios, such as connecting quoting applications and connecting online calculators to CRM systems. We are constantly working to improve our user's experience and meet their business needs; that's why today we want to introduce our new 'Get File' action.
SpreadsheetWeb Hub users can already create dynamic documents using their SpreadsheetWeb Hub applications and automatically send these documents to the users they want as email attachments. With the new make.com update, SpreadsheetWeb Hub users can automatically send documents and collect e-signatures by connecting their SpreadsheetWeb Hub applications to DocuSign, Google Drive and One Drive applications.
Over the following two sections, we will show you how to use SpreadsheetWeb's Make.com integration across two common use cases.
Sending Documents to OneDrive and Google Drive
The first use case we will highlight is uploading files to a file-sharing service like OneDrive and Google Drive with the SpreadsheetWeb Hub integration. We are going to use a Non-Disclosure Agreement application built on SpreadsheetWeb. The goal is to send the NDA document to One Drive and Google Drive after saving it into the SpreadsheetWeb Hub application's database using a Make.com scenario.
Microsoft Word Templates and PDF documents are commonly used to create legal documents, agreements, invoices, and forms to send to third parties to collect their responses. But often, these documents are highly dynamic. The text and content of the entire document can change depending on the user data. For example, the language in a legal document can vary depending on the country or state where the customer resides.With SpreadsheetWeb Hub, these document templates can be turned into dynamic documents without any programming. Using Make.com, they can then be uploaded to recipients' OneDrive or Google Drive.
The process can be completed in just a few minutes by creating a scenario in Make.com triggered by creating a new record in SpreadsheetWeb Hub. Then, the PDF file generated from the record will be transferred to OneDrive or Google Drive according to the application used while creating the scenario.
You can check our OneDrive and Google Drive help pages to learn more about this integration option.
Collecting E-Signatures with DocuSign
The second use case is to collect e-signatures on DocuSign using Make.com. Many businesses use different methods to collect e-signatures, and DocuSign is among the most popular. However, depending on various factors, the process can be time-consuming and open to errors. That's why businesses prefer to automate the whole process.
With SpreadsheetWeb's Make.com integration, created dynamic documents can be sent to recipients' DocuSign accounts or emails with an invitation to sign. This can save time and reduce human error by reducing manual work.
To learn more about this integration option, you can check our DocuSign help page.
The combination of SpreadsheetWeb and Make.com empowers different business operations quickly and cost-effectively without requiring developer support. In this article, we announced our new 'Get File' action and only two possible scenarios for connecting SpreadsheetWeb applications to external systems through Make.com. As a result, businesses can build and automate workflows according to their specific business needs across thousands of apps in just a few clicks.
To explore our platform and stay tuned for new announcements on the future of the SpreadsheetWeb Hub, check out our help pages and blog posts to learn more!
