Threekit - OpenText Core Signature Integration and Automation

Common Integration Use Cases Between Threekit and OpenText Core Signature

1. Digitally sign custom product quotes and configuration approvals

Flow: Threekit – OpenText Core Signature

When a customer finishes configuring a complex product in Threekit, the final configuration, pricing, and terms can be sent to OpenText Core Signature for electronic approval. This is especially useful for furniture, industrial equipment, and automotive sales where the exact configuration must be formally approved before order submission.

• Sales teams capture the approved 3D configuration and pricing from Threekit
• OpenText Core Signature routes the quote or order form to the customer for signature
• Signed documents are returned to the CRM, ERP, or order management process

Business value: Reduces quote-to-order cycle time, prevents configuration disputes, and creates a legally binding record of what was purchased.

2. Customer onboarding for configurable product purchases

Flow: Threekit – OpenText Core Signature – Threekit

For high-value or custom-built products, the customer can review the visual configuration in Threekit and then sign onboarding documents, purchase agreements, or service terms in OpenText Core Signature. Once signed, the approval status can be sent back to Threekit or downstream systems to unlock production or fulfillment steps.

• Customer selects options and reviews the final product in Threekit
• OpenText Core Signature captures acceptance of terms, deposits, or financing documents
• Signed status is returned to trigger order confirmation and manufacturing handoff

Business value: Improves customer experience, ensures contractual alignment with the visual configuration, and supports faster order activation.

3. Dealer or channel partner approval of configured deals

Flow: Threekit – OpenText Core Signature

In partner-led sales, a dealer may configure a product in Threekit and submit the final deal package for internal or customer signature through OpenText Core Signature. This is useful for manufacturers that require approval of discounting, special options, or non-standard configurations before order release.

• Partner creates a visual configuration and pricing proposal in Threekit
• Deal packet is sent to OpenText Core Signature for manager, finance, or customer approval
• Signed approval is stored with the deal record for audit and compliance

Business value: Standardizes approval workflows, reduces manual back-and-forth, and improves governance over channel sales.

4. Signature-backed change orders for customized products

Flow: Threekit – OpenText Core Signature – ERP or order management

When a customer changes a configured product after the initial quote, Threekit can generate an updated visual and pricing summary. OpenText Core Signature can then be used to capture formal approval of the change order before production continues.

• Updated configuration and revised price are generated in Threekit
• OpenText Core Signature sends the change order for customer sign-off
• Approved changes are pushed to ERP, production planning, or fulfillment systems

Business value: Prevents costly production errors, protects margin, and creates a clear audit trail for post-sale changes.

5. Contract attachment with visual product evidence

Flow: Threekit – OpenText Core Signature

Threekit can generate a final rendered image, 3D snapshot, or configuration summary that is attached to the signed contract in OpenText Core Signature. This is valuable when the exact appearance or option set of the product must be documented for legal, warranty, or delivery purposes.

• Threekit produces the final approved visual asset and configuration details
• OpenText Core Signature includes the asset as part of the signed document package
• The signed contract becomes the authoritative record for fulfillment and dispute resolution

Business value: Reduces ambiguity, supports compliance, and helps resolve customer disputes with visual proof of what was agreed.

6. Internal approval of non-standard product configurations

Flow: Threekit – OpenText Core Signature

For custom or non-standard product builds, sales or operations teams can use Threekit to define the exact configuration and then route the approval package through OpenText Core Signature to obtain sign-off from engineering, legal, finance, or operations leaders.

• Threekit captures the custom configuration and associated pricing impact
• OpenText Core Signature routes the approval document to internal stakeholders
• Approved configurations are released to downstream systems for production

Business value: Speeds internal approvals, reduces email-based sign-off, and ensures only authorized custom builds proceed.

7. Warranty or service agreement acceptance for configurable products

Flow: Threekit – OpenText Core Signature

After a customer selects a product configuration in Threekit, OpenText Core Signature can be used to capture acceptance of warranty terms, service plans, installation agreements, or maintenance contracts tied to that exact configuration.

• Product configuration details are passed from Threekit to the signature workflow
• Customer signs warranty or service documents in OpenText Core Signature
• Signed records are stored with the customer account and product order

Business value: Improves post-sale compliance, simplifies service enrollment, and ensures support terms match the purchased configuration.

8. Audit-ready order package generation for regulated industries

Flow: Bi-directional

In regulated environments such as medical devices, industrial equipment, or automotive sales, Threekit can provide the exact visual configuration while OpenText Core Signature captures the legally binding approvals. Together they create a complete order package that can be archived in ECM or compliance systems.

• Threekit supplies the final configuration, images, and option details
• OpenText Core Signature captures all required signatures and approvals
• Both outputs are archived as a single audit-ready transaction record

Business value: Strengthens compliance, improves traceability, and supports audits with a complete visual and contractual record.