[SalesForce] Is it possible to generate a PDF with a signature tag for DocuSign

Is it possible to generate a PDF using Apex and then embed the 'Signature tab' of DocuSign into the PDF?

For example: in the Contract Object we have a text area in which the user could add legal agreements, such as:

Agreements (Text Area):

I agree that this and that are true and correct…

Signature: signature_tag

We would like that when a user clicks on a custom button, called 'Send to Docusign', an Apex code is run that will convert the agreements text area above into a PDF, then it converts the tag into a 'Signature tab' that DocuSign interprets as the location where the client needs to sign.

Is this possible?

Thanks.

Best Answer

It looks like it is possible, although the steps are a little different than what you described.

From the DocuSign documentation, you can send the HTML body to their REST endpoint, and specify in the document body where you want the DocuSign tags to be.

Creating a Signable HTML Document

To pass in HTML to create a new HTML document in an envelope, use the following steps:

In the JSON request body for a standard REST POST /accounts/{accountId}/envelopes method call, ensure that you have at least one document defined in the request’s documents block.
For each HTML document in this section, add an htmlDefinition node.
Within the htmlDefinition node, insert another node called source. Add your page’s HTML to the value of source. The following example shows an example documents node of a request to create a new signable HTML document.

"documents":[
   {  
      {
          "documentId": "1",
          "htmlDefinition":
           {
                "source": "<html><body><div>Example HTML page source</div></body></html>"
           }
      }
   }
 ]

There are two ways to specify the fields you want on the document:

You can add and configure the tabs directly by using specific inline HTML blocks. See Sending tabs as inline HTML for details.

You can embed JSON markers into the HTML that represent tabs. These markers will be replaced by tabs when the document is processed.

The signature tab type, for example, is <ds-signature/>. So if you can add that to the document that is passed to DocuSign's endpoint, then you'll be just fine. DocuSign will create the document for you, and then you can retrieve it on another call from Salesforce.

After the responsive HTML signing document has been created from the PDF, it is stored as an attachment tied to the envelope, which the calling system can retrieve.

So to summarize: your button would call an Apex code that calls a Visualforce page renderer, that will then get the body and pass to this endpoint. When the document is created by DocuSign you will need to make another call to retrieve the created document and, if necessary, save it as an attachment to the record on Salesforce.

Related Solutions

[SalesForce] Convert Opportunity into Contract

Yes, you can absolutely accomplish this through an apex trigger.

If you dont have much Apex experience this link will really help to show you some of the best practices when writing triggers

http://wiki.developerforce.com/page/Apex_Code_Best_Practices

As far as the trigger you are looking for, something like this should work

trigger Opportunity_Trigger on Opportunity (after insert) { 

    set<Id> oppIds = new set<id>();
    for(Opportunity o : trigger.new){
        if(o.isWon && !trigger.oldMap.get(o.Id).isWon){
            oppIds.add(o.Id);
        }
    }
    list<Opportunity> myOpps = [Select Id, Name, StageName, OwnerId, AccountId, CloseDate, Amount
                                    From Opportunity 
                                    Where Id In : oppIds];
    list<Contract> newContracts = new list<Contract>();                             
    for(Opportunity o : myOpps){
        //Add whatever information from the opp to the contract that you want here
        myContracts.add(new Contract(
            AccountId = o.AccountId,
            //add more contract attributes here
        ));
    }
    insert newContracts;
}

While this should be a fully functioning trigger, and should work fine. Once you get comfortable writing triggers in this fashion, you might want to look into using another besdt practice for writing triggers, which is keeping the logic of the trigger outside of the trigger itself. There are many frameworks out there for this. Here are just a few

http://developer.force.com/cookbook/recipe/trigger-pattern-for-tidy-streamlined-bulkified-triggers

http://krishhari.wordpress.com/2013/07/22/an-architecture-framework-to-handle-triggers-in-the-force-com-platform/

http://www.tgerm.com/2012/01/salesforce-apex-trigger-template.html

http://wiki.developerforce.com/page/Apex_Enterprise_Patterns_-_Domain_Layer#Trigger_Handling

http://www.embracingthecloud.com/2013/09/06/SalesforceApexWrapperClass.aspx

These are great resources, but I would make sure you are more comfortable with Apex code before trying to jump into these.

[SalesForce] Wrapping link in TD tag in Visualforce render as PDF page

Here is a similar solution posted in dev forum. Hope this helps. I have copied the solution here.

private String addWhiteSpaceInUrlTooLong(String text) {
        // Step 1 - Search anchor links
        Pattern ptn = Pattern.compile('<a[^>]*(>.*?)</a>'); // WATCH OUT! This regex doesn't match nested anchor
        Matcher mch = ptn.matcher(text);
        Integer charPerLine = 50; // A whitespace is inserted each charPerLine chars
        while (mch.find()) {
            String toReplace = mch.group(1);
            String substitute = '';
            Integer len = toReplace.length();

            if (len < charPerLine) //No need to replace
                continue;

            Integer elems; // White space to insert

            if (len / charPerLine == 0)
                elems = len / charPerLine;
            else
                elems = len / charPerLine + 1;

            // Insert white spaces
            for (Integer i = 1; i <= elems; i++) {
                if ((charPerLine * i) < len)
                    substitute += toReplace.substring(charPerLine * (i - 1), charPerLine * i) + ' ';
                else
                    substitute += toReplace.substring(charPerLine * (i - 1), len) + ' ';
            }

            text = text.replace(toReplace, substitute);            
        }

        // Step 2 - Search pasted links
        ptn = Pattern.compile('\\b\\s(https?://\\S.*?)(\\s|$)');
        mch = ptn.matcher(text);
        charPerLine = 60;

        while(mch.find()) {
            String toReplace = mch.group();
            String substitute = '';
            Integer len = toReplace.length();

            if (len < charPerLine)
                continue;

            Integer elems;

            if (len / charPerLine == 0)
                elems = len / charPerLine;
            else
                elems = len / charPerLine + 1;

            // Insert white spaces
            for (Integer i = 1; i <= elems; i++) {
                if ((charPerLine * i) < len)
                    substitute += toReplace.substring(charPerLine * (i - 1), charPerLine * i) + ' ';
                else
                    substitute += toReplace.substring(charPerLine * (i - 1), len) + ' ';
            }

            text = text.replace(toReplace, substitute);
        }

        return text;
    }

Use this method as below.

MyCustomObject.richText = addWhiteSpaceInUrlTooLOng(MyCustomObject.richText);

Best Answer

Creating a Signable HTML Document

Related Solutions

[SalesForce] Convert Opportunity into Contract

[SalesForce] Wrapping link in TD tag in Visualforce render as PDF page

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