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
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
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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
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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
------------------------------Jim,
I second the motion from Mark. I have implemented the Juiced tool at customers and they love it. There is tremendous benefit to it beyond the "no contact." You now have some real data in QB about the closing process at the customer. It provides a wealth of insight into how long to get a proposal out, how many, closing ratios, closing response.
You can really figure out who is doing there job in the Sales Department and who is not.
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Don Larson
Paasporter
Westlake OH
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