ESig

More and more we’re on the go. With that, it is increasingly difficult to get a signed agreement from prospective customers due to the growing obsolescence of the fax and scanner. Often times we get the verbal “yes” but it still requires either meeting the customer in person or hoping to get the signed proposal back via email (when they get around to it). So how can we speed up the proposal acceptance process with these busy clients?

The good news is there are several electronic signature services out there that help solve this problem. In this example we are going to use Adobe EchoSign and add scripting to the D-Tools reports to make eSigning possible. Below are several methods for integrating signatures and other required fields into your reports at varying levels of detail.

Building your D-Tools eSign Quote

Here’s what you will need:

  • Active Adobe EchoSign Account
  • D-Tools SIX 2013 or SI 2015
  • D-Tools Custom Proposal Report

The first thing you will need to determine is what you want your electronic acceptance to look like. You can set it up using one of the following methods:

  1. Easy: Use the pre-built D-Tools Proposal with Images template below
  2. Moderate: Bind one or more of the D-Tools Subreports to your existing report (there is a subreport for just the signatures and one for credit card details & signature)
  3. Advanced: Manually embed the EchoSign scripting into your own D-Tools custom report

 


 

Option 1 – Easy Difficulty – Use the attached pre-built D-Tools Proposal with Images template

This is the easiest option for implementing the electronic signature into your D-Tools proposals. This is also the option I would highly recommend if you are not familiar with using the D-Tools Report Designer. To use the pre-made report, simply follow the instructions below for downloading and importing into your D-Tools system:

  1. Click Here to Download the eSign Proposal with Images: http://support.d-tools.com/011_SI_2015/User_Guide/05_Reports/6_Additional_Reports/EchoSign_Proposal_Report
  2. Follow the steps here to Import the Report: http://support.d-tools.com/011_SI_2015/User_Guide/05_Reports/3_Managing_Reports/Import_Export_Reports

 


 

Option 2 – Moderate Difficulty – Bind one of the D-Tools Subreports to your existing report

This option will require using the D-Tools Report Designer. The good news there are two pre-built subreports with everything you need  – you will just need to bind (insert) them to your report where you would like. These subreports will be available to use when you import the report “Proposal with Images – Echosign”.

There are two subreports available:

  • D-Tools – EchoSign Subreport with signature lines only

sigline

 

  • D-Tools – EchoSign Subreport with Credit Card and Signature lines

PaymentLines2

Here is how to bind the chosen subreport to your existing D-Tools report:

  1. Open the Report Designer
  2. Start A New Report Based On Existing Report and select the report you would like to edit
  3. From the Left, drag a SubReport out onto the report and place where you would like it to appear on the report
  4. Right click in the SubReport box > Bind To D-Tools Report > Bind the Subreport (ex. EchoSign Signature) to the Report

Here’s a quick video on the process above: http://youtu.be/yFjy8SJjt14

 


 

Option 3 – Advanced Difficulty – Manually embed the EchoSign scripting into your own D-Tools custom report

OK, this is option is for the custom reporting gurus out there. This option will show you how to add the appropriate scripting to your existing D-Tools custom report so that you can have the Adobe Echosign fields placed where you want them. Please note, when you PDF the report, you will see the script where you placed them. The scripting is then converted into the correct fields once you upload and send them via EchoSign. So it will look funny at first, but once it goes through Adobe EchoSign it will now be embedded with the editable fields and signature boxes.

Below are some of the fields you may want to add to your report.

  • Credit Card Number: {{$CC               }}

               Note: This is coded to limit this field to 16 numbers – the max amount for a credit card. You can widen this electronic field by added spaces between CC and }}. This field would                               normally be much longer but we are utilizing a shortcut script. You will need to embed the following somewhere at the bottom of the page (and I would suggest simply setting the text                color to match the background color so it is not visible)

  • Credit Card Expiration Date: {{$EX         }}

               Note: This is coded so that only the month and year can be entered in the MM/YYYY format. You can widen this electronic field by added spaces between EX and }}. This field would                normally be much longer but we are utilizing a shortcut script. You will need to embed the following somewhere at the bottom of the page (and I would suggest simply setting the text                color to match the background color so it is not visible)

  • Credit Card Security Code: {{Sig_es_:signer:string(maxlen=4)}}

               Note: This is coded to be numeric and maximum length of 4 numbers.

  • Card Holder Name: {{:string(char=alphanum)}}
  • Billing Street Address: {{address_es_:signer1}}
  • Billing City, State, Zip/Postal Code: {{citystatezip_es_:signer1}}
  • Customer Signature Line: {{Sig_es_:signer:signature}}
  • Customer Signature Date Stamp: {{Dte_es_:signer:date}}

               Note: This will automatically apply a date stamp where this field is placed once the customer signs the document in EchoSign.

  • Contractor Signature Line: {{Sig_es_:sender:signature}}
  • Contractor Signature Date Stamp: {{Dte_es_:sender:date}}

 

Important Note: You will need to embed the following “shortcut” scripts somewhere on your report page. You will want this to not be visible, so I would suggest setting the font color to the same color as your report background (ex. White text for white background).

{{#CC=Sig_es_:signer:string(char=num,maxlen=16}}

{{#EX=Sig_es_:signer:isdate(format=mm/yyyy)}}

 

 

Send Your Quote Via Adobe EchoSign

Once you have your D-Tools report EchoSign-ready, now it’s time to send it to your customer. We won’t get into the full details of how to use Adobe EchoSign, however here are the basic steps you will follow:

  • Run your D-Tools report with EchoSign scripting
  • Save as PDF
  • Send via Adobe EchoSign
    • Login
    • Send Report
    • Enter customer’s email
    • Check the box that you need to sign it (if needed). Note: If you choose to do this, you will need to add the Contractor Signature Line script in Option 3 above to the Contractor signature line.
    • Enter a custom message (optional)
    • Enter name of document
    • Attach the D-Tools/Echogn report you PDF’d
    • Hit Send

 

Your customer will now get your D-Tools quote via email. They can now view it, electronically complete the credit card details, and sign directly from their computer or mobile device. Once signed, you will get an email confirmation back with the signature and payment details included.

As an added bonus, EchoSign also allows you to set alerts when your customer has viewed the proposal and you can also send reminders directly from EchoSign as well.

Hopefully this new option will bridge the gap between the verbal “yes” and signed contract. Happy Selling!