Question

PDFFiller for document signing, or alternatives?

Does anyone out there use PDFFiller for document signing?

We have a fairly complex process that will create a slew of documents out of Airtable data via Zapier. PDFFiller seems like it checks all our boxes but we've found it to be unreliable in terms of turnaround time.

Specifically, when we ask it to send out a document it can take anywhere from 2 minutes to 20 minutes for the document to show up in email.

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maguay's avatar
a year ago

Are you using Zapier to add data to existing PDFs, or are you creating a PDF through your Zap?

If the latter, one workflow that I've used in the past is to use HelloSign to request signatures—and it includes document templates, so you can basically create your document, update the sections you want, and send it for signatures automatically. HelloSign is now part of Dropbox so it's included in paid Dropbox accounts, too.

Another option that works great for building documents is WebMerge (now part of Formstack), though it doesn't have many signature options. Its default signature tool wants you to have people sign their name in a form then copy that signature image over to the document—which isn't an ideal process. One option there could be to create the document with WebMerge, then do signatures with HelloSign or a competitor, though that'd require human intervention in the middle.

On speed, Zapier free and Starter plans run Zaps every 15 minutes, depending on your Trigger app (if the Trigger doesn't say "instant", it's run on a schedule—as Airtable triggers are), so it's possible that's your bottleneck more than PDFFiller, depending on your Zapier plan and trigger app that starts the Zap.

2 points
petersteinberg's avatar
@petersteinberg (replying to @maguay )
a year ago

Thanks. I'll take another look at HelloSign but I dno't know that it allowswhat we want. We need:

  1. A generic template we use again and again.

  2. A field that we fill in via A Zap that we then can lock down so it cannot be changed by the signer.

  3. Many other fields that we pre-popuate with Airtable data but that CAN be edited by the signer.

An Added bonus would be if the signing platform could give us the URL of the document to be signed so we could send it out ourselves from our own email address and with the instructions we want. But we would need a custom URL for every signed since we're pre-populating the document for everyone.

PDF Filler checks ALL the boxes except that last one -- they make the document go out from their email address... AND as I posted, it's been wildly erratic. :-/

Ideas anyone?

1 point
maguay's avatar
@maguay (replying to @petersteinberg )
a year ago

Yeah HelloSign would work for both 1 and 2, and I believe it'd give you a custom URL that you could email yourself via a Zap. Point 3 is the one I'm unsure of—I somehow doubt it would let you both prefill a field and let users update it.

1 point
petersteinberg's avatar
@petersteinberg (replying to @maguay )
a year ago

"I somehow doubt it would let you both prefill a field and let users update it."... which is BONKERS to me because I can think of so many situations in which that would be useful.

In our case it's for angel investors to sign subscription documents. We can save the investors oodles of tedious reptitive work by pre-populating the documents with their name and address and email address and such... but it's important they be able to change it in case they want to use a different email address or they moved or some such.

1 point
charlotteml's avatar
@charlotteml (replying to @petersteinberg )
a year ago

Hi @petersteinberg -- I'm a little late to the discussion here but I work at Outlaw, getoutlaw.com, we're an end-to-end contract management platform. We can provide the type of workflow sequence you're looking for with those 3 steps...and the added bonus! I'd be happy to discuss / show you.

1 point
petersteinberg's avatar
@petersteinberg (replying to @charlotteml )
a year ago

Charlotte, no one is ever too late to the conversation! A few questions though:

  1. How well do you work with Zapier?

  2. Is your product's name "Outlaw" ever visible to the peoplewho would be signing documents? Because the word "outlaw" is maybe a bit off-putting to those writing investment checks.

  3. Is your platform low-code or no-code?

Thanks!

-Peter

1 point
charlotteml's avatar
@charlotteml (replying to @petersteinberg )
a year ago

Sure thing!

  1. Yes. We have a zapier connector --https://getoutlaw.com/integrations/zapier/
  2. Majority of the time, yes, the Outlaw logo is present in the app's authoring/deal-flow environment. However, we can enable iFrame environments if that's of interest for a fee. I will provide this feedback to our product/engineering team though!

3. Low code.

Hope these answers help!

1 point
petersteinberg's avatar
@petersteinberg (replying to @charlotteml )
a year ago

One more question -- I see you charge $40/month/per "Collaborator". We have upwards of 500 people who may be receiving document to sign. Are they all considered Collaborators? That's the way your pricing page reads. :-/

1 point
charlotteml's avatar
@charlotteml (replying to @petersteinberg )
a year ago

Collaborators would be members of your team and/or company who are active participants in the contract process (i.e. requesters, signers etc.) and need a user license to belong to the account. However, users who are coming to these individual contracts you generate via Outlaw are considered 'guest users'. They are unlimited/free signers. Does this help clear up the difference?

1 point
petersteinberg's avatar
@petersteinberg (replying to @charlotteml )
a year ago

Yep. Thx.

1 point
iCanAutomate's avatar
a year ago

You can do this very nicely using Formstack Documents (WebMerge) + Integromat. And yes, you will be able to send yourself a copy of the document too.

1 point
maguay's avatar
@maguay (replying to @iCanAutomate )
a year ago

Can you request signatures via WebMerge? Or would you need to grab the document and then send it through another signature app first?

1 point
iCanAutomate's avatar
@iCanAutomate (replying to @maguay )
a year ago

You can, they have something called Formstack Sign: https://www.formstack.com/sign

2 points
petersteinberg's avatar
a year ago

We took a very close look at Formstack at the beginning and it wasn't able to allow editable fields if a signature was requested. They offered to do custom development to allow it... at a hefty price. :-/

1 point
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