
About this customization
Streamline your document workflows by integrating Caspio with Dropbox Sign (formerly HelloSign). This customization enables seamless e-signature capabilities within your Caspio applications — automating the generation, delivery and tracking of documents requiring signatures. Whether you’re managing contracts, approvals, onboarding forms or waivers, this solution ensures a smooth, professional experience for both users and administrators.
Built using Caspio’s powerful integration features, this module can be tailored to your specific workflows and branding requirements. Say goodbye to manual downloads and uploads. Once signed, documents are automatically tracked and stored where you need them, allowing you to focus on what matters most: growing your business.
Features
- Automated e-signature workflows triggered by form submissions or status changes
- Dynamic document generation with Caspio data merged into templates
- Automated email delivery of signature requests via Dropbox Sign
- Reliable status tracking of pending, signed and completed documents
- Automatic storage and linking of signed documents to corresponding Caspio records
- Custom branding support for documents and emails
- Secure and compliant standards, supporting legally binding signatures and audit trails
- Modular design that’s easily extendable or embeddable into existing Caspio apps