Getting Customer signatures with Covid-19
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...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendThe Docusign Trigger is not tied into to adding a Record. It can be triggered by anything you like.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Interesting, looking at the code, there are several references to a record ID. Is there a way to reference QB's internal RID prior to creating the record?
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GMacri
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- MarkShnier__You
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, Exact Plus Forms PDF document will be created. Then the user will trigger that say a Contract is ready for signature and that will stat the DocuSign process.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------Thank you for the quick responses. I didn't think about the Pipelines connection for DocuSign. I'll look into that option as well as add-on software.
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Jim
------------------------------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.
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Mike Tamoush
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