Acumatica eSign – Integrating e-Signature for Acumatica Cloud ERP

What are electronic and digital signatures?
Electronic signatures, also known as ‘e-signatures’, remove the need for ink signatures. They help organizations transact business faster and reduce risk through greater automation, control and visibility.
Acumatica Cloud ERP Ver 5.x has great API integration capabilities with re-defined web services and API allows you to automate your business process.

Let’s review how we were able to integrate e-Signatures for one of our clients during their Order processing workflow. Our client had some challenges with their sales process they are made-to-order apparel service company and often require to customize and deliver the goods. At the time of pickup of the goods, they would like to collect signatures from their customers or truck drivers picking up the goods.

We reviewed various e-Sign product services such as echosign from Adobe, e-signature and Rightsignature and most of them are paid services and won;’t tie in with Acumatica and quite didn’t fit our client needs and pockets.

Acumatica eSign: We took a different approach by reviewing open-source e-Signatures so we could integrate with Cloud hosting and keep it simple.

We zeroed on Signature-Pad,  a jQuery plugin for assisting in the creation of an HTML5 canvas based signature pad.

Signature Pad records the drawn signature in JSON and we could save the signature as image (JPG file).

We improvised by attaching the signature image to Acumatica’s file system for sales documents, with Acumatica API and jQuery component we could now integrate seamless for e-Signature.

References: Signature Pad JQuery, Acumatica API