Skip to main content

How to e-sign documents from Priority ERP

Updated · Leon Shmueli, Founder & CEO

The short answer

To e-sign a document from Priority ERP, send its PDF to LeonAI Signs through the API or the Make app, and detection finds where to sign on each document again, even when the signature moves. The signer gets a link by email and signs from any device, with no account. The completed document gets a PKCS#7 seal and an RFC-3161 timestamp, and LeonAI Signs Connect, a paid add-on, writes the signed document back to the record in Priority.

How do you send a Priority document for signature?

  1. Produce the document

    A price quote, an order, an agreement or any other document Priority prints. In a Make scenario, LeonAI Priority produces printed documents through EProg.

  2. Send it to LeonAI Signs

    Through the API, through the Make app, or with LeonAI Signs Connect, which links to Priority by server address or .ini file and pulls the document’s details from it.

  3. The signature lands in the right place

    When the document’s PDF is sent through the API or Make, LeonAI Signs finds where to sign on each document again: from PDF fields and text tags, through "signature" or "sign here" beside a blank line, to AI-based computer vision, scanned pages included.

  4. The signer signs

    They get a link by email and sign from any device, with no account, after the gates you switched on.

  5. The document is sealed and returns

    The completed PDF gets a PKCS#7 digital seal and an RFC-3161 timestamp from DigiCert. LeonAI Signs Connect writes the signed document back to the record in Priority.

How it works

  1. API or Make

    1. A Priority documentA price quote, an order, an agreement
    2. sends the PDF
      LeonAI Signs
      1. The place to sign is foundAgain on each document, even when the signature moves
      2. email link
        The signer signsAfter the gates you switched on
      3. Seal and timestampPKCS#7 · RFC-3161
  2. LeonAI Signs Connect

    1. A record in PriorityBy server address or .ini file
    2. pulls the document’s details
      LeonAI Signs ConnectPaid add-on
    3. email link
      The signer signsAfter the gates you switched on
    4. writes back
      The signed document on the recordBack in Priority
The two ways to send a Priority document for signature, and what each one returns.

API, Make or Connect: which fits what?

APIMake appLeonAI Signs Connect
SetupYour code sends the PDF15 modules and an instant trigger, no codeServer address or .ini file
Where to signFound again on each documentFound again on each documentA fixed spot from the template
When signed17 webhook event types report itThe scenario carries on from the triggerWritten back to the record in Priority
PlansEvery plan, Free includedEvery plan, Free includedA paid add-on

When the document has to return to its record with no code and no scenario, Connect is the way. When the signature is not always in the same place, as in a price quote, send the document’s PDF through the API or Make.

Is an electronic signature valid in Israel?

Israel’s Electronic Signature Law, 5761-2001, defines three levels: an electronic signature, a secure electronic signature and a certified electronic signature. LeonAI Signs produces a simple electronic signature under the law, with a digital seal and an audit certificate for every document. Advanced (AES) and qualified (QES) signatures are not supported at the moment, so if a document requires one, check it with your legal counsel.

The audit certificate details IP addresses, browser and operating system, times and the signing route, per Israel Tax Authority directive 180123-1. Documents are retained for seven years by default, and in tax-compliance mode, deletion within the period is refused.

How do you prove a signed document was not changed?

Every completed PDF gets a PKCS#7 digital seal and an RFC-3161 timestamp from DigiCert, and if the seal fails, the document does not close. An RFC 3161 timestamp proves that the document existed in this form before a given moment.

Every event in the process enters a SHA-256 hash chain that is also anchored outside the database. Changing a single character breaks verification, and a dedicated endpoint checks exactly that.

What does a signer need?

Only the link they get by email. No account is needed, they can sign from any device, and signers never spend credits. Before signing, you can switch on gates, each one separately, by how sensitive the document is:

  • A one-time email code: six digits, valid for ten minutes, five attempts
  • A signing password, from the Business plan up
  • A read confirmation before signing

With several signers, the route is sequential when the signing order must be kept, or parallel when everyone gets it at once. Each signer has their own fields.

Does Hebrew stay intact after signing?

Yes. We wrote our own BiDi engine for PDF and embedded the Noto Sans Hebrew font inside the file, so a Hebrew document stays aligned and readable after signing too. The entire interface is translated as well.

Common questions

Can you e-sign a price quote from Priority?
Yes. Send the price quote’s PDF to LeonAI Signs through the API or the Make app, and detection finds where to sign on each document again, even when the signature is not always in the same place. The customer gets a link by email and signs from any device.
Does the signed document go back to Priority?
Yes, with LeonAI Signs Connect, a paid add-on. It links to Priority by server address or .ini file, pulls the document’s details and writes the signed document back to the record in Priority.
Is the signature recognized under Israeli law?
LeonAI Signs produces a simple electronic signature under Israel's Electronic Signature Law, 5761-2001, with a digital seal and an audit certificate for every document. Advanced (AES) and qualified (QES) signatures are not supported at the moment.
Does the signer need an account?
No. The link they get by email is enough, and they can sign from any device. Signers never spend credits, and every signature is recorded in the audit certificate with IP, browser, operating system and time.
What does it cost?
There is a free plan with a monthly credit allowance, and paid plans with more credits, in the price list on the LeonAI Signs page. One credit is spent when you send a document for signing or run AI smart field detection, and signing, viewing and downloading are always free.

Sources