Difference between revisions of "Module AzurSign (Electronic Signature for Dolibarr Propals/Quotes)"
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+ | [[fr:AzurSign_(Signature_Eléctronique_des_Propales_Dolibarr)]] | ||
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[[Category:Complementary modules]] | [[Category:Complementary modules]] | ||
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4) Choose "azursign" as pdf printing template and click on "Generate": | 4) Choose "azursign" as pdf printing template and click on "Generate": | ||
− | [[File: step1-azursign-generate.PNG | 400px | AzurSign - "azursign" printing template]] | + | [[File: step1-azursign-generate-en.PNG | 400px | AzurSign - "azursign" printing template]] |
A dialogue appears to allow your prospect / customer to sign the commercial proposal directly on the screen: | A dialogue appears to allow your prospect / customer to sign the commercial proposal directly on the screen: | ||
− | [[File: step2-azursign-sign.PNG | 400px | AzurSign - Signature Area | + | [[File: step2-azursign-sign-en.PNG | 400px | AzurSign - Signature Area]] |
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6) And that's it, the signature is integrated into the generated pdf: | 6) And that's it, the signature is integrated into the generated pdf: | ||
− | [[File: step3-azursign-preview.PNG | 400px | AzurSign - Preview of the generated pdf | + | [[File: step3-azursign-preview-en.PNG | 400px | AzurSign - Preview of the generated pdf]] |
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− | More information can be found here: '' doc.progsi.ma/en/azursign '' | + | More information can be found here: ''[https://doc.progsi.ma/en/azursign Doc AzurSign]'' |
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+ | Demo : ''[https://azursign.progsi.ma Demo]'' | ||
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+ | DoliStore card: ''[https://www.dolistore.com/en/modules/1103-AzurSign--Electronic-Signature-for-Dolibarr-Propals-.html AzurSign]'' |
Latest revision as of 11:17, 24 July 2019
Presentation
The AzurSign module for Dolibarr adds a pdf printing template to the propals for electronically signing the generated pdf, thereby shortening the print / sign / scan cycle.
This model of pdf document is called "azursign", it is identical to the "azur" model, provided as standard by Dolibarr, except for the signature zone that is managed by the AzurSign module.
Works on PC (mobile or not), tablet and smartphone.
One of the possible usage scenarios is as follows:
- Your representative comes to one of your prospects with a commercial proposal.
- The proposal is entered in Dolibarr on Smartphone, Tablet or Laptop.
- If your prospect agrees, he can sign directly on the screen, thanks to AzurSign.
- The generated pdf is already signed, you can print it or send it by email.
How it works
0) After installing and activating the module:
1) Go to the configuration page of the standard module "Commercial Proposals".
2) Activate the "azursign" document template that has been added by the AzurSign module.
3) Open a validated proposal card.
4) Choose "azursign" as pdf printing template and click on "Generate":
A dialogue appears to allow your prospect / customer to sign the commercial proposal directly on the screen:
5) After signing, click on "Validate".
6) And that's it, the signature is integrated into the generated pdf:
Note
The proposal card must be in the "Validated" state to use this module.
If this is not the case, the "azursign" model behaves exactly like the standard "azur" model.
More information can be found here: Doc AzurSign
Demo : Demo
DoliStore card: AzurSign