Esign Integration
The integration between DragonDMS and Esign allows car dealers to send order forms and invoices to customers for digital signing. Once signed, the DragonDMS automatically updates to show that it has been completed.
Step 1: Getting a Esign Account
To be able to use this integration you will require an Esign account and credit in your cash wallet. Please contact our sales team on 01327 222 333 or email sales@dragon2000.co.uk to set this up.
Step 2: Sending a Digital Signature form
Find the Sales Order Form, Sales Invoice, Service Invoice or Job Card that you wish to send, then click print and select the Digital Signature option.
A message will appear asking you to confirm the customer’s email address.
Clicking Yes will send the form and you will then see a confirmation message as below.
The customer will receive an email like this.
When the customer clicks on REVIEW & SIGN THE DOCUMENTS, the document is then displayed, the customer needs to read the document and click Next to go to the sections that require a signature.
The first time you click to sign this form will appear, you can type, draw or upload your signature.
Once all signature fields have been signed, a form will be displayed asking the customer if they want to securely E-Sign this document, click Yes to confirm.
On forms that require a dealer signature an email will be sent to the dealer once the customer has signed and completed. The dealer must sign the form and mark it as finished.
Both the Dealer and the Customer will get an email with the completed signed documents.
Step 3: Additional pdf documents – Optional
There is an option for you to upload your own documents to be signed along with the Invoice that you are sending. An example would be your Terms & Conditions.
To add your own pdf documents to go Settings > System > Digital Signatures
Click on New Attachment and browse for the pdf document, then indicate if you want the customer to sign the document. Signed documents will be included in the Esign envelope, un signed documents will be added as an attachment to the email that is sent.
Once uploaded, you can choose which DragonDMS document to link them too.
Step4: Viewing digital forms in DragonDMS
In DragonDMS there is a log of all digital signature forms in the customers contact record.
Step 5: The transaction will show in your Cash Wallet
A log of all Esign documents will be listed in your Wallet Transactions. You can view these by going to Settings > System > Wallet Transactions