How to sign contracts with DocuSeal

[ghost]

I wrote a custom function to forward fields from Yetiforce to DocuSeal through their api. Figured I'd share the code for anyone else looking for a DocuSign/YouSign alternative that works with Yetiforce and is GDPR compliant.

The function creates a submission in DocuSeal which emails the submitters in order to fill out / sign the contract. In the case of this script the sales rep is first emailed to verify contract details and then the customer is emailed the final copy to sign.

Please keep in mind the code below is a demonstration of various fields and should be edited according to your needs.

1. Register the function in com_vtiger_workflowtasks_entitymethod for your desired module
2. Create modules/MODULE/workflows/DocuSeal.php, paste the code below
3. Replace API_KEY with your api key and DOMAIN with your domain
4. Create a workflow with the invoke function task, select DocuSeal

When triggered your signature request will be sent.

<?php

class SSingleOrdersWorkflow
{

	/**
	 * Function to sign documents with DocuSeal. Function invoke by workflow.
	 *
	 * @param Vtiger_Record_Model $recordModel
	 */
	public static function DocuSeal(Vtiger_Record_Model $recordModel)
	{
		\App\Log::trace('Entering DocuSeal');
		$recordId = $recordModel->getId();

  //Sales Rep
	// User Information
                $userid = $recordModel->get('assigned_user_id');
                $assignedtofirstname = (new \App\Db\Query())->select(['first_name'])->from('vtiger_users')->where(['deleted' => 0, 'id' => $userid])->scalar();
                $assignedtolastname = (new \App\Db\Query())->select(['last_name'])->from('vtiger_users')->where(['deleted' => 0, 'id' => $userid])->scalar();
                $assignedtoemail = (new \App\Db\Query())->select(['email1'])->from('vtiger_users')->where(['deleted' => 0, 'id' => $userid])->scalar();
                $assignedtophone = (new \App\Db\Query())->select(['primary_phone'])->from('vtiger_users')->where(['deleted' => 0, 'id' => $userid])->scalar();


	// Customer Information
		$firstname = $recordModel->get('first_name_a');
                $lastname = $recordModel->get('last_name_a');
                $companyname = $recordModel->get('company_name_a');
                $cellphone = $recordModel->get('phone_a');
                $email = $recordModel->get('email_a');
	
	// Customer Address
                $buildingnumber = $recordModel->get('buildingnumbera');
                $street = $recordModel->get('addresslevel8a');
                $city = $recordModel->get('addresslevel5a');
                $state = $recordModel->get('addresslevel2a');
                $country = $recordModel->get('addresslevel1a');
                $postcode = $recordModel->get('addresslevel7a');

	// Partner Information (Write Variables From Related Modules)
                $partnerid = $recordModel->get('partner');
                $partnername = (new \App\Db\Query())->select(['subject'])->from('u_yf_partners')->where(['partnersid' => $partnerid])->scalar();
                $partnerbuildingnumber = (new \App\Db\Query())->select(['buildingnumbera'])->from('u_yf_partners_address')->where(['partneraddressid' => $partnerid])->scalar();
                $partnerstreet = (new \App\Db\Query())->select(['addresslevel8a'])->from('u_yf_partners_address')->where(['partneraddressid' => $partnerid])->scalar();
                $partnercity = (new \App\Db\Query())->select(['addresslevel5a'])->from('u_yf_partners_address')->where(['partneraddressid' => $partnerid])->scalar();
                $partnerstate = (new \App\Db\Query())->select(['addresslevel2a'])->from('u_yf_partners_address')->where(['partneraddressid' => $partnerid])->scalar();
                $partnercountry = (new \App\Db\Query())->select(['addresslevel1a'])->from('u_yf_partners_address')->where(['partneraddressid' => $partnerid])->scalar();
                $partnerpostcode = (new \App\Db\Query())->select(['addresslevel7a'])->from('u_yf_partners_address')->where(['partneraddressid' => $partnerid])->scalar();

	// Policy Information
		// Date Field
		$startdate = $recordModel->get('date_start');
		// Tree Field
		$category = $recordModel->getDisplayValue('category');
		// Currency/Integer With Formatting
                $price = $recordModel->getDisplayValue('sum_gross');
                // Currency/Integer Without Formatting
                $loanamount = $recordModel->get('loanamount');
                $loanamount = round($loanamount, 0);


	//Entering DocuSeal
		$curl = curl_init();

		curl_setopt_array($curl, [
  		CURLOPT_URL => "https://DOMAIN/api/submissions",
  		CURLOPT_RETURNTRANSFER => true,
  		CURLOPT_ENCODING => "",
 		CURLOPT_MAXREDIRS => 10,
  		CURLOPT_TIMEOUT => 30,
  		CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  		CURLOPT_CUSTOMREQUEST => "POST",
		CURLOPT_POSTFIELDS => "{\"template_id\":1,\"send_email\":true,\"send_sms\":false,\"order\":\"preserved\",\"message\":{\"subject\":\"Subject\",\"body\":\"Body\"},\"submission\":[{\"submitters\":[{\"name\":\"$assignedtofirstname $assignedtolastname\",\"role\":\"Sales Rep\",\"email\":\"$assignedtoemail\",\"phone\":\"$assignedtophone\",\"values\":{\"Customer First Name\":\"$firstname\",\"Customer Last Name\":\"$lastname\",\"Company Name\":\"$companyname\",\"Cell Phone\":\"$cellphone\",\"Customer Email\":\"$email\",\"Customer Address\":\"$buildingnumber $street, $city $state $postcode, $country\",\"partnership Name\":\"$partnername\",\"Sales Rep Email\":\"$assignedtoemail\",\"partner Address\":\"$partnerbuildingnumber $partnerstreet, $partnercity $partnerstate $partnerpostcode, $partnercountry\",\"Loan Amount\":\"$loanamount\",\"Price\":\"$price\"}},{\"name\":\"$firstname $lastname\",\"role\":\"Customer\",\"email\":\"$email\",\"phone\":\"$cellphone\",\"values\":{}}]}]}",
  		CURLOPT_HTTPHEADER => [
		    "X-Auth-Token: API_KEY",
		    "content-type: application/json"
			  ],
			]);

			$response = curl_exec($curl);
			$err = curl_error($curl);

			curl_close($curl);


		\App\Log::trace('DocuSeal');
	}


}

---

If anyone knows how to reference the currently logged in user's email / (or id) please let me know. At present I'm modifying the entity and then using last modified by. (Its a little messy imo)

[rskrzypczak]

\App\User::getCurrentUserModel()->getDetail('email1');
\App\User::getUserModel($userId)->getDetail('email1')