Building eSignature portal through Docusign/HelloSign
Hi, I recently got a request from clients to build a portal that allows the user to have the ability to upload a document (pdf/docx), allow them to drag and drop signature, dated, text from the side panel (something like what you see in Docusign), then send to Docusign/Hellosign through API for signature.
I don't have particular experience with this, but would just like to offer you some advice for how to handle requests like this in the future.
Before agreeing with the client, make sure that you spend 1-2 hours researching API's, libraries, packages etc. which can help you before even starting, this will save you a bunch of time in the long run, and create a better and more confident relationship with your client, simple because you then know that you are able to solve the task before starting.
I think many freelance projects die because the freelancer signed up to deliver something that is not actually possible within the constraints set out by the client, or they are technically not able to do.
Hi Reached, appreciate your advice. This is a request from the client and I haven't committed to it yet cause I am still doing my research now :).
DocuSign API is not hard cause I have already integrated into our platform. But giving the user the ability to upload (pdf/docx) and add signature block is something I am still trying to work it out.
