Hi everyone,
I’m working on setting up a feature on my app that will allow users to send e-signature requests and I’m not sure how to go about it. I have Sendgrid setup and have figured out how to use that pretty decently for the most part, it’s just the e-signature sidethat I need help with.
The goal is to allow the user to enter all the recipients information and be able to click a button that sends the Sendgrid email to the intended recipient (already setup and is working). What I haven’t figured out is how I can include an auto-generated pdf/letter that gets created from a template based on the recipients information. I want the recipients to be able to click the button in the Sendgrid email and it opens up a signature page with that auto-generated pdf/letter that I mentioned, let them sign it, etc. Pretty much the exact same as Docusign, but intended for a different use and I want to be able to use a template that is the same for every recipient, just certain fields change depending on the information the user enters for the recipeint.
Let me know if you have questions. It will be a HUGE help if someone can assist me.
Thanks!