Ideas for Acumatica

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I would like electronic signature capability in Acumatica like Docusign or Echosign

I would like to be able to send documents that are involved in my ERP process that need to be signed by external users, I can send the document to the recipient to be signed and when the signed version is returned it is stored in Acumatica in the appropriate place, including complete audit information
  • Guest
  • Nov 3 2014
  • Planned
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  • Gregg Mercede commented
    December 04, 2014 15:40

    We are currently performing an integration to pull back vendor W9 forms signed in Echo Sign.  Upon signature Acumatica will have a screen to search for the vendor and either update or add a new one.  It will also attach the signed PDF image to the vendor.

    It's a bit different but if you would like to explore the idea of achieving a customization, email me at gmercede@cloud9erp.com

  • Quincy Faison commented
    December 17, 2014 20:03

    We are currently building a docusign integration with Acumatica 5.0.  If you still are looking for this feature let us know. qfaison at netsirktechnologies.com

  • Marcus Hayes commented
    October 15, 2016 06:02

    Does anyone know if DocuSign or EchoSign integration was ever built anywhere?  This would still be an invaluable feature.  We would like to automate service agreement processing from the CRM side all the way through to recurring billing. 

  • Gabriel Michaud commented
    October 15, 2016 21:03

    We have commissioned a 3rd party development partner to build the DocuSign integration as an extension to Acumatica document management. It is presently in development. Also note the EchoSign integration built by Cloud 9 ERP.

  • Douglas Johnson commented
    May 08, 2017 14:44

    Note: the DocuSign integration has shipped as a customization. To get it visit https://github.com/Acumatica/Acumatica-DocuSign.

  • Douglas Johnson commented
    February 07, 2018 21:14

    Note update: Acumatica eSign integration covering both DocuSign and Adobe Sign is available on GitHub. Get it here: https://github.com/Acumatica/Acumatica-eSign