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Electronic Signing Tools

Please note, our DocuSign Integration is still in a Beta stage. For more information please contact support@workbooks.com

Workbooks allows you to integrate with two different Electronic Singing Tools, Adobe Sign and DocuSign, both integrations are available as Plugins from the Script Library and are accessible for all Customers that have an account with either signing tool.

We have created a list below that compares the functionality of the integration of each tool to help you decide which option is most suited for your needs.

Feature Adobe Sign DocuSign
Send Documents from all Workbooks Transaction Documents Yes Yes
Send Documents from Workbooks Case Records. Yes Yes
Update Fields in Workbooks from information on the signed document. Yes Yes
Allow Signer and CC’d Contacts to make separate updates to a Document. Yes Yes
Integration with Custom Workbooks PDF Yes Yes
Custom Tag Management Yes Yes
Integration with standard Workbooks PDF files. No Yes - The Unified PDF Templates includes DocuSign Tags that allow you to merge DocuSign information with ease. This Template is available from our Resource Library.
Access to third party Document templates No Yes - The DocuSign integration allows you to create and utilise Templates created through DocuSign without the need for PDF configuration. These are best suited for data capture rather than Quotations or Orders that may have Line Items that need to be generated.
Able to control specific attributes for each different Document No Yes - Specific settings and relationships can be configured at the Document Level allowing you to completely customise the functionality of each Document.
Mobile Templates No Yes - When receiving a Document for signature DocuSign will configure it so that it appears in a mobile friendly version.
Payment Gateway Integration No Yes - DocuSign allows Invoices to be paid through a number of Online Payment Gateways so payment can be taken instantly and easily. A fully worked through example can be found on our Knowledge Base on how this is configured.
Send Documents from People & Organisation Records in Workbooks. No Yes - Templates can be generated from Organisation and People Records and sent out respectively.
Update related Records on signature. No Yes - Utilising a DLI in Workbooks, DocuSign can get and update information on related Records.
Updates and files stored directly on the Workbooks Record No Yes - File Fields and Tabs DocuSign stores the information directly on the Record in Workbooks.
Create new Records automatically on signing No Yes - Transaction Documents can be configured to create a new Transaction Document of your choice once the signature has been received.

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