Automate eSignature Requests in Apps Script using BoldSign API

This guide provides a step-by-step approach to automating document workflows using Google Forms, Google Sheets, Google Docs templates, and BoldSign for electronic signatures. Upon submission of a Google Form, the system dynamically generates a document from a predefined Google Docs template, populates it with data from the associated Google Sheet, converts it into a PDF, and seamlessly sends it to BoldSign for eSignature.

Follow the Step-by-Step Instructions:

Step 1: Create a Google Docs Template

1. Go to https://docs.google.com and create a new document.
2. Add placeholders as per your requirement, for example like {{Name}} and {{Email}} etc., where you want the data to appear.
3. Save the document and copy the document ID from the URL.

Step 2: Create a Google Form

1. Go to https://forms.google.com and create a new form.
   
   
2. Add fields based on your requirements, for example Name, Email
   
   
3. Link the form to a Google Sheet to store responses.
   
   

Step 3: Prepare the Apps Script

1. Open the linked Google Sheet.
2. Go to Extensions > Apps Script.
   
   

Code Snippet:

function onFormSubmit(e) {
 const apiKey = 'YOUR_BOLDSIGN_API_KEY ';
 const templateId = 'YOUR_GOOGLE_DOC_TEMPLATE_ID '; 

 const name = e.values[1];  // Name field
 const email = e.values[2]; // Email field

 // Step 1: Copy the template
 const copiedDoc = DriveApp.getFileById(templateId).makeCopy(`Agreement for ${name}`);
 const docId = copiedDoc.getId();
 const doc = DocumentApp.openById(docId);
 const body = doc.getBody();

 // Step 2: Replace placeholders
 body.replaceText('{{Name}}', name);
 body.replaceText('{{Email}}', email);
 doc.saveAndClose();

 // Step 3: Export as PDF
 const pdf = DriveApp.getFileById(docId).getAs('application/pdf');
 const base64File = Utilities.base64Encode(pdf.getBytes());
 const base64WithType = `data:${pdf.getContentType()};base64,${base64File}`;

 // Step 4: Send to BoldSign
 const payload = {
   title: 'Employment Agreement',
   message: 'Enter a message.',
   files: [
     {
       fileName: pdf.getName(),
       base64: base64WithType
     }
   ],
   signers: [
     {   
       name: name,
       emailAddress: email,
       formFields: [ 
         {
           id: 'Sig1',
           fieldType: "Signature",
           isRequired: true,
           pageNumber: 1,
           bounds: {
             x: 100,
             y: 300,
             width: 200,
             height: 30
           }
         },
       ]
     }
   ],

 };

 const options = {
   method: 'post',
   contentType: 'application/json',
   headers: {
     'X-API-KEY': apiKey
   },
   payload: JSON.stringify(payload),
   muteHttpExceptions: true
 };

 try {
   const response = UrlFetchApp.fetch('https://api.boldsign.com/v1/document/send', options);
   Logger.log('Response Code: ' + response.getResponseCode());
   Logger.log('Response Body: ' + response.getContentText());
 } catch (error) {
   Logger.log('Error: ' + error.message);
 }
} 

Step 4: Set Up the Trigger

1. In Apps Script, go to the Triggers tab.
   
   
2. Click “+ Add Trigger”.
   
   
3. Choose the function: “onFormSubmit”
4. Event source: “From spreadsheet”
5. Event type: “On form submit”

6. Save the changes.

Step 5: Test the Workflow

1. Submit a test entry via Google Form.
2. A personalized PDF document will be generated and automatically sent to BoldSign for signature.