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How to allow my customers to do online signature on my quotations PDF that I sent to them? or how to include an ACCEPT button/link in the emails for each quotation I sent to them?

I send many PDF quotations to my customers everyday with NINOX.

I want them to be able to "ACCEPT" or "online SIGN" the rigid PDF quotation that I just sent to them (of course, they don't have NINOX) so I can receive notification about what orders are already won.

Any idea?

5 replies

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    • SECOS Group
    • quartz_cap
    • 3 yrs ago
    • Reported - view

    Would love to know if something like this is possible

    • Antonello_Stabile_71
    • 3 yrs ago
    • Reported - view

    Buongiorno, non penso che sia possibile ad oggi questa sua richiesta. 

    Nel mio caso ho creato un modulo google, che invio al cliente insieme al preventivo. Sulla mail di arrivo al cliente ho impostato un link, dove se il cliente accetta il preventivo, clicca sul link, si apre il modulo, lo compila e lo invia al mio ufficio.

    • Thorn_Creative
    • 3 yrs ago
    • Reported - view

    Have you looked into DocuSign?

    http://bit.ly/2QCis3n

    • Thorn_Creative
    • 3 yrs ago
    • Reported - view

    Well sending an email from inside Ninox in HTML format is possible, so with an HTML button surely you could do an API call back to Ninox updating the record of acceptance?

    Just a wild guess.

    Would Integromat or Zapier provide any options?

    • Mconneen
    • 3 yrs ago
    • Reported - view

    I like Antonello approach.. and I do not even speak Italian.. LOL..   

     

    Depending on the volume... I would combine that Google Form approach with Integromat that would auto populate your Ninox database. 

     

    If it is to be "legally binding" .. then @Scott's suggestion will work.. doing a GTS (google that stuff) I see a Zapier integration.. and DocuSign has a REST API which suggests you can use Integromat with Ninox.. 

     

    I would not do the embedded button within an html email unless you have some way to protect your Ninox API key.. 

Content aside

  • 3 yrs agoLast active
  • 5Replies
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