I suggest you ...

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.

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    Ryan (CTO, Pinellas Computers) shared this idea  ·   ·  Admin →

    46 comments

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      • Grant commented  · 

        I'd like to see a signature option for ticket status.
        For example Ticket status= "Maintenance Complete" Require signature="yes"

        Now if you place a ticket into the "Maintenance Complete" status then you are given a signature screen with a customised disclaimer that would also be set up in the ticket status setup.

      • Stephen De Tomasi commented  · 

        +1 to this, especially if it can be done via the mobile app on my Galaxy Note which already has a fantastic pen built into it.

      • Ryan Daniels commented  · 

        This feature has unlimited potential. I would love to have this available to sign in the customer portal as well

      • Andrew Hall commented  · 

        how is this coming? Any updates?

      • Cody Muir commented  · 

        Really excited to see this feature. Will definitely save some paper!

      • Daniel commented  · 

        Want it, please

      • Seby Bell commented  · 

        I'm new to RS, but being totally paperless is one of my goals as well. How 'early'in 2017 are we talking? I'm still not that familiar with how the flow works in this product, but I will likely wait until this is functional before making a financial commitment.

      • sales commented  · 

        The credit card authorization for recurring credit card billing would be a fantastic addition!

      • Patrick King commented  · 

        This would be great to make Credit Card Authorisations, and Authorisations to destroy/buy their device.

      • Aron Bert commented  · 

        It would also be nice to have a customer signature option online for estimates as invoices and intake forms have.

      • Ryan (CTO, Pinellas Computers) commented  · 

        @Henry/Barry/Traci/Jeff/Tim: It's up to you all to get this pushed and approved by RS. My ideas still get lots of votes but never carry enough weight. I've stopped pushing for updates and just deal with it now. Good luck!

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