Chatten Sie auf WhatsApp

Produktdetails werden auf Englisch angezeigt. Übersetzungen folgen in Kürze.

Preis: $299.00 USD
ERPNext-Versionen: —
Rüstzeit: 30 Min
Lizenz: Einmalig und unbefristet
Sprachen: 11 Sprachen

Einmalkauf

ERPNext E-Signature Suite (DocuSign / Native)

Name: ERPNext E-Signature Suite (DocuSign / Native)
Brand: ECOSIRE
SKU: erpnext-esignature-suite

A build-to-order ERPNext app that sends Quotations, Sales Orders, and contracts out for legally binding e-signature via DocuSign or a native signing flow, with a tamper-evident audit trail and automatic document status updates on completion. ECOSIRE scopes, builds, installs, and supports it for your Frappe/ERPNext v15/v16 site.

$299.00USD

Keine Zahlung jetzt. Dies sendet eine Angebotsanfrage an unser Team – wir melden uns per E-Mail mit Preisen und nächsten Schritten.

Hauptfunktionen

`Signature Request` DocType that links to any source document (Quotation, Sales Order, Contract, or a configurable allow-list) via Dynamic Link, with a child table of ordered signers

Dual signing backend behind one interface: DocuSign eSignature REST API (OAuth JWT grant, envelopes, Connect webhooks) or a native Frappe-served tokenized signing page

`Signature Template` DocType mapping signer roles to anchor/placeholder tags on the document's Print Format so tabs land in the right place on the PDF

"Send for Signature" action wired as a client script button plus a whitelisted server method that renders the Print Format to PDF and dispatches the envelope

Append-only `Signature Audit Log` DocType capturing signer identity, email, IP, user agent, timestamp, and a document hash at each event for a defensible completion certificate

`hooks.py` `doc_events` and an `on_signature_completed` handler that automatically flips the source document status or workflow state on full execution

`scheduler_events` job that sends signer reminders, chases pending envelopes, and expires stale requests after a configurable TTL

Sequential and parallel signing order support, with per-signer status tracking (sent, viewed, signed, declined)

Whitelisted DocuSign Connect / native callback endpoint with HMAC/signature verification so status updates cannot be spoofed

Role Profile and permission rules separating who can send, who can void/recall, and who can read the audit trail

PDF sealing on completion — signature marks, timestamps, and a certificate page embedded into the final document and attached back to the ERPNext record

Frappe REST API and whitelisted methods to trigger, query, and cancel signature requests from external systems or portal flows

Configurable email templates and notifications (via Frappe Email/Notification) for send, reminder, completion, and decline events

Built and tested for Frappe/ERPNext v15 and v16, packaged as an installable app with clean migrations and `fixtures` for templates and custom fields

Über dieses Produkt

If your team runs ERPNext, the signature step is usually where a clean workflow falls apart. A Quotation is finished in ERPNext, then it gets exported to PDF, emailed to the customer, printed, signed, scanned, and mailed back — and someone manually re-keys the "signed" status days later, if they remember. ERPNext core has no concept of a legally binding electronic signature: there is no signer envelope, no tamper-evident audit trail, no automatic status change when the counterparty signs, and no way to prove after the fact who signed what, from which IP, and when. For quotes, Sales Orders, contracts, and NDAs, that gap turns into revenue leakage and compliance risk.

Warum ERPNext E-Signature Suite (DocuSign / Native) wählen

`Signature Request` DocType that links to any source document (Quotation, Sales Order, Contract, or a configurable allow-list) via Dynamic Link, with a child table of ordered signers

Dual signing backend behind one interface: DocuSign eSignature REST API (OAuth JWT grant, envelopes, Connect webhooks) or a native Frappe-served tokenized signing page

`Signature Template` DocType mapping signer roles to anchor/placeholder tags on the document's Print Format so tabs land in the right place on the PDF

"Send for Signature" action wired as a client script button plus a whitelisted server method that renders the Print Format to PDF and dispatches the envelope

Append-only `Signature Audit Log` DocType capturing signer identity, email, IP, user agent, timestamp, and a document hash at each event for a defensible completion certificate

`hooks.py` `doc_events` and an `on_signature_completed` handler that automatically flips the source document status or workflow state on full execution

ECOSIRE builds the ERPNext E-Signature Suite to close that gap directly inside your ERPNext instance. It is delivered as a proper Frappe app (its own module, DocTypes, and hooks.py) rather than a bolt-on. We add a Signature Request DocType that references any source document (Quotation, Sales Order, Contract, or a configurable list via a Link/Dynamic Link field), a Signature Template DocType that maps signer roles to placeholder tags on the generated Print Format PDF, and a child table of signers with order, email, and status. From any supported document you get a "Send for Signature" action (a client script button plus a whitelisted server method) that renders the Print Format to PDF and dispatches it.

Technically, the suite supports two signing backends behind one interface. The DocuSign path uses the DocuSign eSignature REST API with OAuth (JWT grant), creating an envelope from the rendered PDF and anchor tabs derived from the template; a webhook (DocuSign Connect) hits a whitelisted endpoint that verifies the signature and updates ERPNext. The native path uses a secure, tokenized public signing page served by Frappe, capturing a drawn/typed signature, timestamp, IP, and user agent, then embedding the mark into the PDF and sealing it. Both paths write to an immutable Signature Audit Log DocType (append-only, with document hash at each event) so you can produce a defensible certificate of completion. doc_events hooks and a on_signature_completed handler flip the source document's status — Quotation to Ordered/accepted, or a custom workflow state — and a scheduler event (scheduler_events) sweeps for pending envelopes to send reminders and expire stale requests. Role Profiles and permission rules control who can send, who can void, and who can view the audit trail; every action is also exposed over the Frappe REST API and whitelisted methods for integration.

Because this is build-to-order, you are not downloading a pre-baked app off a marketplace. We start with a short scoping call, confirm which DocTypes you want signable, which signer roles and templates you need, whether you go DocuSign, native, or both, and your v15 or v16 target. We then build against that scope, install and configure on your staging site, run UAT with you, and hand over the git repository plus documentation. Typical delivery is 2–4 weeks from confirmed scope, and every version is tested for compatibility with your ERPNext release before go-live.

Was Sie bekommen

Installable source code for your commissioned version, packaged as a proper Frappe app (`bench get-app` / `bench install-app` ready)
Installation and configuration on your staging site, including DocuSign OAuth/JWT credentials wiring or native signing setup
Technical documentation: DocType schema, hooks, whitelisted methods, webhook endpoints, and REST API reference
End-user guide plus a live training session for the teams who send and manage signature requests
UAT on a staging bench with an agreed test plan and a documented rollback plan before production cutover
Post-go-live support window for defect fixes and configuration adjustments
Git repository handover with full commit history and README
Custom fields, templates, and role permissions delivered as Frappe `fixtures` for reproducible re-deploys

Für wen das ist

Sales & Revenue Operations Lead

Runs the Quotation-to-Sales-Order pipeline in ERPNext and loses days to print-sign-scan cycles. Needs one-click send-for-signature from the Quotation and automatic status updates so accepted quotes convert without manual re-keying.

ERPNext System Administrator / Implementation Owner

Owns the Frappe bench and cares about a clean, upgrade-safe app — proper DocTypes, hooks, fixtures, and v15/v16 compatibility — not a fragile customization that breaks on the next `bench migrate`.

Legal / Compliance & Contracts Manager

Sends NDAs, MSAs, and contracts and must prove who signed what and when. Needs a tamper-evident audit trail, IP/timestamp capture, and a defensible certificate of completion tied to the ERPNext record.

Operations / Procurement Manager

Handles supplier contracts and Purchase Orders that require counter-signature. Needs configurable signable DocTypes, sequential signer routing, and reminders that chase pending signatures automatically.

Installationsübersicht

Von ECOSIRE herunterladen
Kaufen Sie die Lizenz auf ecosire.com und laden Sie die ZIP-Datei der ERPNext E-Signature Suite (DocuSign / Native)-App von Ihrem Konto-Dashboard herunter.
Fügen Sie die App zu Ihrer Bank hinzu
Extrahieren Sie die ZIP-Datei in den Apps-Ordner Ihrer Bank oder führen Sie „bench get-app“ mit dem Pfad zur extrahierten App aus.
Installieren Sie es auf Ihrer Website
Führen Sie „bench --site SITE_NAME install-app APP_NAME“ gefolgt von „bench migrate“ aus, um ERPNext E-Signature Suite (DocuSign / Native) zu installieren und sein Schema anzuwenden.
Aktivieren Sie Ihre Lizenz
Öffnen Sie die ECOSIRE-Lizenzeinstellungen auf Ihrer Website und aktivieren Sie Ihren Lizenzschlüssel. Erfordert die kostenlosen Apps ecosire_connect und ecosire_license_client.

Wie ERPNext E-Signature Suite (DocuSign / Native) im Vergleich abschneidet

Kriterium	ECOSIRE	Benutzerdefinierter Build	Konkurrent
Signing backend	DocuSign REST API and/or native Frappe signing, one interface	Whatever you wire yourself, from scratch	Usually one fixed provider, take it or leave it
Audit trail	Append-only log with IP, timestamp, hash, certificate page	Only if you design and build it	Basic log, varies by app
Auto status update on sign	`doc_events` hook flips source doc status/workflow automatically	You write and maintain the hooks	Often manual or partial
Fit to your DocTypes	Scoped to your exact signable documents and signer roles	Fully bespoke but you own all the work	Generic, limited configurability
v15/v16 compatibility	Built and tested for your target release, clean migrations	Depends on your team's rigor	Depends on maintainer's update cadence
Ownership	Full git repo handover, no lock-in	You own it entirely	Vendor-controlled, often licensed per seat
Time to live	2–4 weeks from confirmed scope, build-to-order	Months, plus your team's backlog	Instant install but generic fit
Support	Post-go-live window plus optional retainer	Self-supported	Marketplace support, quality varies

Häufig gestellte Fragen zu ERPNext E-Signature Suite (DocuSign / Native)

How long does delivery take?

This is a build-to-order app, so typical delivery is 2–4 weeks from confirmed scope. After a short scoping call we lock the signable DocTypes, signer roles, templates, and whether you use DocuSign, native signing, or both, then build, install on your staging site, run UAT, and hand over. Timeline depends on how many document types and signing rules you need; we confirm dates before starting.

DocuSign, native signing, or both — which do we get?

Your choice, scoped up front. The suite is built behind one interface so both backends can coexist. DocuSign uses the eSignature REST API with OAuth (JWT grant) and Connect webhooks and is ideal if you already have a DocuSign account or need their eIDAS/ESIGN posture. The native path serves a secure tokenized signing page from Frappe itself, capturing signature, timestamp, IP, and user agent, with no per-envelope DocuSign fee. We can build one or both.

Is the signature legally binding, and can we prove it later?

Yes. Every event is written to an append-only `Signature Audit Log` DocType that captures signer identity, email, IP, user agent, timestamp, and a document hash, and the completed PDF is sealed with a certificate page. That gives you a defensible record aligned with common e-signature frameworks (ESIGN/UETA, eIDAS via DocuSign). We are not a law firm — confirm your jurisdiction's specific requirements with counsel, and we build to meet them.

Which ERPNext versions are supported?

The app is built and tested for Frappe/ERPNext v15 and v16. We confirm your exact release during scoping and package the app with clean migrations and fixtures so it installs and upgrades cleanly on your bench. If you are on an older or self-hosted setup, tell us and we scope compatibility explicitly.

What about support and updates after go-live?

Every build includes a post-go-live support window for defect fixes and configuration adjustments. Because you receive the full git repository, your own team can also maintain and extend it. Beyond the included window, we offer ongoing support and version-upgrade retainers (for example, revalidating against a new ERPNext point release) — scoped separately so you only pay for what you need.

Which documents can we send for signature?

Out of the commissioned build you typically get Quotation, Sales Order, and Contract, but the suite uses a Dynamic Link so any DocType can be made signable — Purchase Orders, NDAs, delivery notes, custom DocTypes, and more. You tell us the list during scoping and we configure the signable set, templates, and per-document signer routing accordingly.

Do you install it and hand over the code, or is it a black box?

We install and configure on your staging site, run UAT against an agreed test plan with a rollback plan, then cut over to production — and we hand over the complete git repository with commit history plus technical and user documentation. It is your code on your bench: no black box, no lock-in, no per-seat licensing to us.

Angebot anfordern