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- E-Signature & Digital Signing for ERPNext
示意预览A build-to-order ERPNext app that sends any quotation,
sales order or contract print format out for legally binding e-signature, then files the signed PDF and a tamper-evident audit trail back onto the source document.
ECOSIRE scopes, builds, installs and supports it for you.
什么是 E-Signature & Digital Signing for ERPNext?
A build-to-order ERPNext app that sends any quotation, sales order or contract print format out for legally binding e-signature, then files the signed PDF and a tamper-evident audit trail back onto the source document. ECOSIRE scopes, builds, installs and supports it for you. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.
核心功能
按需定制,全程代劳
无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。
- 1
您下单
以一次性构建价格开始。我们在启动时与您共同确定范围。
- 2
我们构建与安装
ECOSIRE 在您的 ERPNext 上构建、配置并安装。
- 3
上线 + 支持
约一个工作周内上线,并包含两周上线支持。我们交付的代码中的缺陷免费修复。
技术规格
- ERPNext 兼容性
- —
- 许可证
- 许可证需要确认
- Python 要求
- Python 3.10+
- 数据库
- MariaDB 10.6+
关于此产品
Sales and legal teams closing deals in ERPNext hit the same wall: the quotation, order confirmation or service agreement is generated cleanly inside ERPNext, then leaves the system entirely to get signed. It goes out as an email attachment, gets printed, scanned, chased over WhatsApp, and comes back — if it comes back — as a low-resolution image nobody can prove wasn't altered. ERPNext core has no signing surface at all: there is no signature field on a print format, no signer routing, no completion status, and no evidence trail. Deals stall in the gap between "sent" and "signed", and finance has no reliable trigger to move a quotation to a confirmed sales order.
ECOSIRE builds a proper Frappe app (its own module, not a pile of customizations) that closes that gap inside ERPNext. We add a Signature Request DocType that references the source document (Quotation, Sales Order, Contract, or any doctype you nominate) and renders the exact Print Format you already use. A drag-and-drop placement editor lets you drop signature, initials, date, and text fields onto the rendered PDF and bind each one to a specific signer. Recipients sign through a secure tokenized link — no ERPNext login required for external counterparties — and every event (viewed, signed, declined, IP address, timestamp, user agent) is written to an immutable Signature Audit Log child table. When the last required signer completes, a hooks.py doc event fires a server script that composes the flattened signed PDF, attaches it back to the source document via the Frappe File API, and updates status so downstream automation (converting a Quotation to a Sales Order, notifying the deal owner) can react.
Technically it is built the Frappe way, so it upgrades and audits like the rest of your instance. Signer routing supports both sequential (signer 2's link only activates after signer 1 completes) and parallel flows, driven by a Signing Template DocType that stores reusable field layouts and routing rules per document type. Whitelisted methods exposed over the Frappe REST API let you trigger sends programmatically or from a client script button on the Quotation form; scheduler events (scheduler_events in hooks.py) send reminder emails and expire stale requests. Role profiles and DocType permissions gate who can send, void, and download signed documents, and all signer PII and evidence stay inside your own ERPNext database and file store — nothing is farmed out to a third-party signing cloud unless you explicitly ask for a gateway integration. We target and test against Frappe/ERPNext v15 and v16.
Because this is build-to-order, you are not downloading a generic marketplace app and hoping it fits. We start with a short scoping call to confirm which document types you sign, your signer roles and routing, your print formats, and any e-signature compliance requirements in your jurisdiction. We then build against your actual ERPNext instance, prove it on a staging site with your real print formats during UAT, and only then install to production with a rollback plan. Typical delivery is one working week from confirmed scope, and you receive the full app source and git repository so you are never locked in.
你得到什么
- Installable Frappe app source code for your ERPNext version (v15 or v16), packaged as a standard `bench get-app` installable module
- Installation and configuration on your environment, including DocType setup, role profiles, print-format binding and scheduler wiring
- Technical documentation covering the DocType schema, `hooks.py` doc events, whitelisted API methods, scheduler events and extension points
- End-user guide plus a live training session for your sales and legal teams on sending, templating and tracking signature requests
- UAT on a staging site using your real print formats and signer flows, with a documented rollback plan before production install
- Post-go-live support window for defect fixes and questions after production deployment
- Full git repository handover so you own the source and can maintain or extend it independently
- Reusable `Signing Template` configurations pre-built for your primary document types (e.g. quotation, sales order, service contract)
这是给谁的
Sales Manager closing quotations
Needs quotations and order confirmations signed and returned fast, without the deal leaking out of ERPNext into email and scanned PDFs. Wants one button on the Quotation form and a live view of who has viewed, signed or stalled.
Legal / Contracts Lead
Responsible for how agreements are executed and evidenced. Needs sequential signer routing, a tamper-evident audit trail with timestamps and IP, and signed documents retained inside the company's own ERPNext instance rather than a third-party cloud.
ERPNext System Administrator
Owns the instance and its upgrade path. Wants a clean Frappe app built with DocTypes, `hooks.py` events and whitelisted methods — no fragile monkey-patching — that survives v15/v16 upgrades and ships with the git repo and technical docs.
Operations / RevOps Lead
Wants signing to trigger downstream automation: a completed signature flips a Quotation to a Sales Order and notifies the owner, so nothing waits on a human to notice a document came back.
E-Signature & Digital Signing for ERPNext 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | ERPNext 原生 |
|---|---|---|---|---|
| Fit to your signing process | Built around your exact document types, signer roles and print formats | Fully bespoke but only as good as your in-house Frappe skills | Generic layout you must bend your process to fit | No signing surface exists in ERPNext core |
| Signer routing | Sequential and parallel flows via a `Signing Template` DocType | Whatever you have time to build and test | Often single-signer or fixed order only | None |
| Audit trail & evidence | Immutable log of view/sign/decline with timestamp, IP, user agent | Must design and secure the evidence model yourself | Varies; evidence often lives in the vendor's cloud | No signing events to log |
| Data residency | Signed PDFs and PII stay in your ERPNext database and file store | Your choice, your responsibility to implement | Frequently routes documents through a third-party cloud | N/A |
| ERPNext integration | Native `hooks.py` events, whitelisted API, client-script button, status write-back | Possible but time-consuming to wire correctly | Bolted on; downstream automation often missing | N/A |
| Upgrade safety (v15/v16) | Standard Frappe app, no core patches, tested on v15 and v16 | Depends on discipline of your developers | May lag ERPNext releases | N/A |
| Ownership & lock-in | Full source and git repo handed over — you own it | You own it, but you also built and must maintain it | Closed source, ongoing per-seat or per-envelope fees | N/A |
| Time to value | one working week build-to-order from confirmed scope | Unpredictable; competes with your team's roadmap | Fast to install but slow to make fit | Immediate, but does nothing for signing |
关于E-Signature & Digital Signing的常见问题
How long does delivery take?
This is a build-to-order app, not an instant download. After a short scoping call to confirm your document types, signer flows and print formats, typical delivery is one working week from confirmed scope. We build against your instance, prove it on staging during UAT, then install to production with a rollback plan.
Is this an existing app I can download from the Frappe marketplace?
No. ECOSIRE builds it to order for your ERPNext instance and installs it for you. You receive the full source and git repository at handover, so you own the code and are never locked into a vendor download.
How do you handle support and future ERPNext updates?
Every build includes a post-go-live support window for defect fixes and questions. Because it is a standard Frappe app built with DocTypes, `hooks.py` events and whitelisted methods rather than core patches, it upgrades cleanly. We target v15 and v16, and can quote a maintenance retainer for ongoing updates and new features.
Can external customers sign without an ERPNext login?
Yes. External counterparties sign through a secure, expiring tokenized link scoped to their request — no ERPNext user account required. Internal signers can be routed through their existing ERPNext roles and permissions.
Is the signature legally binding, and where is the evidence stored?
Each request captures a tamper-evident audit trail — viewed, signed and declined events with timestamp, IP address and user agent — stored in an immutable `Signature Audit Log` inside your own database. Signed PDFs are attached back to the source document via the Frappe File API. For jurisdictions that mandate a qualified/advanced e-signature provider, we can integrate a compliant external gateway during scoping; tell us your requirement on the call.
Which documents can be sent for signature?
Any ERPNext document with a print format — Quotation, Sales Order, Contract, and any additional doctype you nominate. The signing PDF is rendered from the exact `Print Format` you already use, and reusable `Signing Template` layouts let recurring documents go out in one click.
Does a completed signature trigger anything downstream?
Yes. A `hooks.py` doc event fires when the final required signer completes, attaches the signed PDF back to the source document and updates its status, so your existing automation — for example converting a Quotation to a Sales Order or notifying the deal owner — can react automatically.
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E-Signature & Digital Signing
A build-to-order ERPNext app that sends any quotation, sales order or contract print format out for legally binding e-signature, then files the signed PDF and a tamper-evident audit trail back onto the source document. ECOSIRE scopes, builds, installs and supports it for you.
- Dedicated `Signature Request` DocType that references any source document (Quotation, Sales Order, Contract, or a doctype you nominate) and renders its existing ERPNext `Print Format` as the signing PDF
- Drag-and-drop placement editor to drop signature, initials, date and free-text fields onto the rendered document and bind each field to a named signer
- Reusable `Signing Template` DocType storing per-document-type field layouts and routing rules so recurring contracts go out in one click
- Sequential signer routing where each signer's tokenized link only activates after the prior signer completes, driven by server-side order logic


