Contact person: Sharedo Signable Signature Plugin

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Location: United Kingdom

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I need a production-ready Sharedo plugin that connects our matter management platform to Signable so we can retire DocuSign without losing any functionality. The core flow is simple: from within Sharedo I select a document or document bundle, choose the recipients and hit “Send for signature”. The plugin must push that packet to Signable, track its status, and pull the completed PDF and audit trail back into the same Sharedo matter automatically.

Key capabilities I expect right out of the box:
• Support for Sharedo document templates, including field merging before the packet is sent.
• Multiple signatories on a single envelope, each with their own signing order if required.
• Automated reminders configured in Signable but triggered from Sharedo so the case owner doesn’t need to log in elsewhere.
• Real-time callbacks/webhooks to update task statuses, surface “signed” notifications to users and store the executed document in the correct file plan.
• An integration touch-point for our CRM (REST/JSON) so client records reflect the same signing milestones.

Deliverables
1. Compiled Sharedo plugin package plus full source (C#, .NET) ready for internal DevOps deployment.
2. Installation and configuration guide that covers API credentials, webhook URLs and CRM endpoints.
3. A brief user guide (screenshots or screencast) showing the send-for-signature flow, notification handling and retrieval of the signed file.
4. Code-level comments and unit tests for all critical functions.

Acceptance will be based on a short UAT session: I create a template, send it to two signers, watch reminders fire, receive the signed PDF and see the status pushed to the CRM—all without leaving Sharedo." (client-provided description)