[Feedback Request] PDF Contract/agreement/quote builder

I have a really cool new plugin on the way and I am currently looking for some feedback!

Plug-in:
Drag and drop contract & agreement builder

Why did I build this?
From 2019 -2020 I struggled with finding a way to let users create emails in app instead of having to use things like sendgrid templates, the on market choices at the time were very slim and the builders that did exist were more so web builders over email builders.

In 2020 I released my drag and drop email builder here.

Over the last few years I’ve encountered the same issue with contract & agreement builders, unfortunately there really isn’t anything on market that can be integrated built specifically for this. We’ve used a hack around solution for a long time that was “good enough”. Essentially using my email builder for display and signature flows in app OR vanilla bubble creation.

Solutions like this don’t produce print ready PDFs, they don’t automatically page break, they don’t have much of the functionality you’d have from something like docusign.

Docusign, panda doc, etc: the problem
I’ve encountered a primary problem with signature apps like this, on multi tenant apps there is no way for users to build the contract/agreement inside of the bubble application itself.

The solution (features):
Over the last few months I’ve been building out a built from scratch drag and drop contract/agreement builder. In its current state it’s fully working but not released, here’s the current feature set.

:white_check_mark: Full drag and drop
:white_check_mark: automatic page breaking algorithm
:white_check_mark: Smart page breaks. Ex) You will not break page mid word or sentence, page breaks will apply to content in a user friendly way.
:white_check_mark: Print ready PDF export
:white_check_mark: Beginner friendly & implements into bubble in 15 minutes.
:white_check_mark: 25+ pre built templates
:white_check_mark: merge tags /dynamic content
:white_check_mark: 15+ elements including pricing tables/quote tables/signature/etc
:white_check_mark: custom primary color & branding.

Feedback request
I have a few questions on what the community would like to see.

Signature flows:
There’s 2 ways I can set this up that i am still indecisive on.

1) Stand alone builder
In this case you receive the PDF and the JSON, the builder will not have a signature element or input elements of any kind. Rather it’s the developers responsibility to setup a dedicated signature page and flow and UI using your typical signature pad and input style and then use an action I provide called “attach signatures to document”. (I will have a copy paste template for sig flows)

Cons:
Developer must build signature request UI flow/page

No ability to use signature or input elements on agreements.

Pros
Allows you to build your own signature Ui

I do not have to store ANY documents that are built which maintain privacy for your users and compliance issues for me.

More customization for you in your flow including reminders and such.

No API keys, whitelisted domain, etc will be needed. Stand alone approach.

2) Complete builder + sig flows.
In this setup I’m considering rather than the developer having to build signature flows rather they will simply add a separate element from my plugin “signature request page” that displays the corresponding doc signature request page on your app.

This gives a combo approach to docusign where developers will be able to implement in both a multi tenant builder & signature features simply by adding 2 elements into their app. A builder element and a display element.

The pros:
Easier setup for developers
No need to build signature flows
Signature & input elements on builder will exist.

Cons:
Less flexibility.

I have to store docs on our server = reduced privacy & increased compliance requirements.

Webhook setup required for dev to receive docs.

In this case you’ll also need to whitelist URLs, generate API key, etc.

Does anyone have feedback on which style setup they’d like to see or what would be most useful? Feature requests? Feedback?

Sneak peaks:
Expected release: 30-60 days

Expected pricing: 1 price point (unknown), unlimited usage & documents.

5 Likes

I would probably say the Stand alone builder option, personally. More flexibility to be compliant and for privacy

But excited to see what you come up with!

3 Likes

Looks awesome!

Yeh same opinion as @johnny. I’d also add that for you as a business, handling compliance is possibly significant overhead to manage and maintain, which yes you can charge for but why not start in the more flexible option which I l think most devs would like and then if devs show demand for complete builder then maybe that is a separate offering?

1 Like

Very cool Chris.

Stand alone builder definitely, the signature flow can be outside of the document. They can be added to the document using the image element right?

1 Like

100% love this approach :raising_hands:

Correct, I have an action that converts the sig page element to a PDF and then a separate one to attach your finished page to the end of the document.

2 Likes

Great work, standalone is a better approach.

1 Like

This sounds ideal. I’d be keen for complete builder + sig flows!