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Question

Getting Customer signatures with Covid-19

  • December 30, 2020
  • 0 replies
  • 61 views
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.  We're starting starting to have issues with employees and customers not wanting to handle other people's phones or tablet for signatures. 
Any suggestions on how to collect customer signatures without handling other people's phones or tablet for signatures?   Would DocuSign for Quick Base be a possible solution?
Thanks, 


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Jim Lieder
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This topic has been closed for replies.

MarkShnierYou
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Yes, the Juiced add on for Docusign would work since it operates  by email.  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  



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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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Mark Shnier. Your Quickbase Coach

    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. 

    It is really useful though.



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    GMacri
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    GMacri
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