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SSWConsulting / SSW.Website

Generator for ssw.com.au
https://www.ssw.com.au
Apache License 2.0
8 stars 7 forks source link

✨ Embedded DocuSign - Terms and Conditions #1686

Open samsmithssw opened 10 months ago

samsmithssw commented 10 months ago

(Checked by @bradystroud)

CC: @UlyssesMaclaren @adamcogan @stephanfakossw @leahy268

Is your feature request related to a problem? Please describe. As part of the sales pipeline, the client is directed to our Terms and Conditions page where they have to click the print button and physically sign, scan, and email back. 🧌

This could be simplified greatly if we use the Embedded DocuSign feature on this page, we are already implementing DocuSign for all processes at SSW that require a physical signature. 🧠

Describe the solution you'd like I would like to embed DocuSign on the Terms and Conditions page, ensuring it is done in a way that we can still use Tina CMS to update content and that content is attached to the signed T&Cs file that is produced.

Describe alternatives you've considered Creating a process where instead of sending the clients to our Terms and Conditions page, we send them a DocuSign link. However this is a lot less efficient, we will need to update all Sales content and also make sure the DocuSign file is updated every time a change is made. 😵‍💫

Additional context Here are some relevant links about what is possible in DocuSign Developer:

https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/embedding/#:~:text=For%20browser%20integrations%2C%20you%20can,envelope%20with%20an%20embedded%20recipient.

https://g.co/bard/share/1a1d6c2891a2

jeoffreyfischer commented 1 month ago

Check with @stephanfakossw to review the description and go through it with him point by point