A document the CRM has already produced usually continues its life in email: export the PDF, send it, wait, dig through replies, save the signed file into some folder. This adapter removes that stretch. You press “Send for signature” on the document card, and the document appears in Vchasno, at the counterparty, with its signature state sitting next to the document's own state.
What you need on the Vchasno side
A Vchasno.EDO account with a paid «Integration» package — without it the API refuses straight away. One thing worth knowing: “Integration: active” and having documents to send are two separate counters. The base plan's web-sending quota does not cover the integration; documents for it are bought separately, in blocks. We say this up front so you do not learn it from an access error.
What the adapter does
- Send for signature
- Invoices, acts and delivery notes go to Vchasno straight from the document card. A commercial proposal does not: it is not a legally binding document.
- Signature state, kept separate
- The document stays issued or sent regardless of whether the counterparty has signed. Two badges side by side, not one blended state.
- The signed original comes back
- Once signed, the original with its signatures returns to the card. A printable copy with the protocol exists separately — for reading, not as proof.
- Incoming documents
- Documents from counterparties land in an inbound register, and a goods receipt draft can be started from one — the supplier is matched for you.
- The register knows about signatures
- The document list has a column and a filter: awaiting, signed, rejected, never sent.
- A copy of exactly what was sent
- The PDF is stored as a private attachment before upload — a signature covers specific bytes, and those are the bytes we keep.
Boundaries, stated plainly
- The CRM never signs anything itself — it does not touch your keys. A person applies the signature in Vchasno: the web interface, Vchasno.KEP or Diia.Signature.
- An incoming document can be rejected from the CRM but not accepted. Accepting means applying a qualified signature, which needs a private key the CRM does not have.
- A document awaiting signature cannot be swapped: re-uploading is available only after a rejection or an error.
- Vchasno has no webhooks — signature state is read on a schedule and by a “Check status” button.
How to connect
- 1
Pay for the «Integration» package in Vchasno
Or activate the one-off 30-day integration trial in your account.
- 2
Create the adapter in the CRM
Settings → Integrations → Platform adapters → Vchasno.EDO.
- 3
Save the token and test the connection
The test shows whether the CRM can see your company in Vchasno, before the first document.
- 4
Send your first document
Open an issued invoice or act and press “Send for signature”.
Frequently asked
Do I need a separate plan in Vchasno?
Yes. The e-document API works only with a paid «Integration» package; without it the request is refused. Documents for sending through the integration are bought separately from the base plan's quota — they are different counters, and the Vchasno cabinet shows them separately.
Does the CRM sign documents itself?
No, and this is not a temporary limitation. Qualified signature keys never reach the CRM. We deliver the document to where you already sign, and bring the signed original back.
Which documents can be sent?
Invoices, acts of completed work, delivery notes and contracts. Not commercial proposals: a proposal is not a legally binding document, and asking for a signature mid-negotiation would be a mistake.
What does the “beta” badge mean?
The adapter works and can be connected today: a document uploads to Vchasno and reaches the counterparty — verified on a live account. What we have not yet observed end to end is the counterparty applying a qualified signature and the signed original returning. Hence beta rather than available.
The documents are already in the CRM. This carries them to the signature
Obriym produces the invoices, acts and delivery notes itself — this adapter adds the last step.
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