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Upload PDF document and forward link for client to view and sign digitally

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Upload PDF document and forward link for client to view and sign digitally 7 months 3 weeks ago #276242

  • Mirec's Avatar
  • Mirec
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Hi,


what do you think about this solution?


we can make the integration between BF and CB

then, the sales can upload PDF and insert the email of the client, and then the client will get a link to the site where he can see the pdf and make the signature. I think that is the best solution!

let me know!

Regards,
Mirko

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Last edit: Post by Mirec.

Upload PDF document and forward link for client to view and sign digitally 7 months 3 weeks ago #276243

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  • louisdadj
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Well, as long as it can work. What is the next step?

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Upload PDF document and forward link for client to view and sign digitally 7 months 3 weeks ago #276244

  • Mirec's Avatar
  • Mirec
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Hi,

you can send to me access data and backend link by email ma@evolutio.hr then I will connect and make the integration between BF and Cb and then make an example for you, oke?


regards,
Mirko

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Last edit: Post by Mirec.
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