TOPIC:

Upload PDF document and forward link for client to view and sign digitally 3 weeks 2 days ago #276211

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  • louisdadj
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I have a client that wants the following to be done (not sure if it's possible).

1. A sales person does a quotation for a client on their computer and save it as a PDF document.

2. A form now needs to be created with Breezing forms that allow the sales person to upload this pdf document.

3. Once the document is uploaded a link should be generated/copied or an email send to the client that takes them to the website, that shows the pdf document and the client needs to sign digitally to prove that they accept the quotation.

But this needs to be done without user registration.

Can an uploaded pdf document in the form pass such values in URL?
Or how would one go about?
If custom coding is involved and I need to pay for it, it's also fine. Just want to know if this is possible.

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Upload PDF document and forward link for client to view and sign digitally 3 weeks 2 days ago #276212

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Hi,

2. A form now needs to be created with Breezing forms that allow the sales person to upload this pdf document.


oke, its possible!


3. Once the document is uploaded a link should be generated/copied or an email send to the client that takes them to the website, that shows the pdf document and the client needs to sign digitally to prove that they accept the quotation.


generate a link from what ? I mean which link, from where?


Can an uploaded pdf document in the form pass such values in URL?


we can send values of elements over URL, but take the values from pdf document, and then send, it is not possible

If you have more questions, feel free to ask!


Regards,
Mirko

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Upload PDF document and forward link for client to view and sign digitally 3 weeks 2 days ago #276213

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  • louisdadj
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Thanks for the quick reply.

I'm thinking the following ...

Page 1 of the form: have an upload button for the pdf
Page 2 - show "summary" (basically show option to view pdf or download) and then the digital signature)

So the sales person would then (if possible) copy the elements in the URL (the values that get passed) and forward it to the client - the client will then basically view page 2 and then sign the document.

Can this be done?

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Upload PDF document and forward link for client to view and sign digitally 3 weeks 2 days ago #276214

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Hi,


Page 1 of the form: have an upload button for the pdf
-> its oke!

Page 2 - show "summary" (basically show option to view pdf or download) and then the digital signature)

I think that we can do it, I will create a none little example, and then we will see is well

If you have more questions, feel free to ask!


Regards,
Mirko

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Upload PDF document and forward link for client to view and sign digitally 3 weeks 2 days ago #276215

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That would be great. Don't mind paying for such a feature though :lol:
The following user(s) said Thank You: dulcieveeta

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Upload PDF document and forward link for client to view and sign digitally 3 weeks 2 days ago #276216

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Hi,

I will let you know when I have done this, give me a little time! :)

You do not need to pay for my help, it is free! :)

Regards,
Mirko

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