Custom "Signature Forms" for additional Agreements, Waivers, Authorization Forms, etc.
I'm not doing thorough explanations or mock-ups anymore. Basically a way for users to setup custom terms and conditions, similar to the built-in default “Intake Form” for things like:
Managed services contract and conditions
Recurring credit card billing agreements
Third-party services authorization form
Equipment trade-in signature paperwork
I know just about every shop is still using paper for at least a few documents. For shops like mine, this amounting to literally hundreds (some months just over 1,000 for us) of papers that are manually tracked/organized. I know ideally all of these docs would be uploaded to RS, but that takes too much time. It would be hugely helpful to have these docs generated/signed/filed in RS from start to finish.
We were prepping to start this and realized the narrow-scope version we were willing to commit to would just make most people upset that we “built it half way” – but we aren’t in a position to compete with docusign/etc and spend a year building a proper solution.
We could more easily help make a zapier/webmerge solution work if you wanted some automation, if we get a lot of feedback supporting that idea I’ll make it happen pretty quickly.
Seriously, can you please reply to this post, and let us know if this is or not still planned?
@Troy any update it is past "early 2017"
Any updates on this?
as its now 2018...any updates for this?
Svein S(Total Repairs) commented
I just want to build on every ones ideas and add how this would be a great feature for my repair shop and how i imagine it to work.
Sometimes on an order we need the phone longer then expected and we offer our customers a phone they can borrow and use until we are finnished with theirs. In this scenario our customers need to sign a form with certain terms they need to follow when they are borrowing a phone from us.
When the customer have signed the form we scan it and add it to the order. But i would like to save the paper and time and be able to do this in repairshopr. I can image that in a ticket there is a button to a a custom signature form. Then add the one i need for different scenarios and have it signed on the signaturepad. There is many other ways this can be used so i hope this is a planned feature for the future.
@Troy ANY UPDATE!!!!
Seby Bell commented
Service Manager commented
It is early 2018 early 2017 is gone any updates?
Andrew Hall commented
Was the new beta that didn’t provide anything real beneficial (that I can see), the roadblock for getting these mission critical items completed?
Lol @ CWW 😭
CCW Technology commented
"This will probably come in early 2017"
Can you update us please?
James Moore commented
Out of curiosity, what is the big feature that this was behind? I'm just wondering if that roadblock has been finished yet.
When will this get implemented.. Early 2017 is long gone
hugo gonzalez commented
Hello, Remember I have one, I can Donate for the cause. :) Topaz GemView 7
I want this sooo BAD!
Anxiously waiting on this for: Residential VIP contracts, Business MSP contracts, Lease HW Agreements, Stored CIM Payment Authorizations, Equipment Rental Tracking, etc.
@troy any updates on this!!!
"Early 2017" window ends in 11 days XD
Selby, I'll just take any way to generate a form/waiver, from customer or ticket data, when and where we want in RS, without the need for a trigger. Then show the customer the screen (or a laminated card) and have them sign the topaz.
Being able to then print or email said waiver/form would b cool too ;)