Getting Customer signatures with Covid-19

Question

We use Quick Base to assign Field Techs to service customer equipment in southern California and the Techs get the customers signature on a Work Order form on a smart phone or tablet using Signatures for Quick Base.&nbsp; We're starting starting to have issues with employees and customers not wanting to handle other people's phones or tablet for signatures.&nbsp;

Any suggestions on how to collect customer signatures without handling other people's phones or tablet for signatures?&nbsp; &nbsp;Would DocuSign for Quick Base be a possible solution?

Thanks,&nbsp;

------------------------------Jim Lieder------------------------------

markshnier__you · Answer

Yes, the Juiced add on for Docusign would work since it operates &nbsp;by email. &nbsp;Each next step in the signature chain is email driven so each person stays on their own device as opposed to physically passing around a device to finger sign &nbsp;

------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

giuseppemacri · Answer

To add onto Mark,

The Juiced Docusign Workflow seems to rely on an existing record being created, so in the flow for the form, you need to create a way to create a record, then trigger the Juiced Addon to generate the Docusign request.&nbsp;

It is really useful though.------------------------------GMacri------------------------------

markshnier__you · Answer

The Docusign Trigger is not tied into to adding a Record. It can be triggered by anything you like.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------

markshnier__you · Answer

I was referring to the add in from Juiced, not the Pipelines Docusign if that is what you are referring to.

With the Juiced add on, typically the record will have been created and then at a later point in the workflow,&nbsp; Exact Plus Forms PDF document will be created.&nbsp; Then the user will trigger that say a Contract is ready for signature and that will stat the DocuSign process.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

michaeltamoush · Answer

You can also check out the form builder from Advantage.
https://www.advantagequickbase.com/
It's really sleek, and works off a webpage, and I believe the user can just scan a qr code with their phone and it will take them to a form with a signature option. You may have to make the page EOTI, I am not sure. I only demo'd it (there were a couple limitations that made it not usable for my purposes), but I really wished I could use it because it is such a nice design and so easy to work with.------------------------------Mike Tamoush------------------------------

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Getting Customer signatures with Covid-19

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