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.
Ryan (CTO, Pinellas Computers)
shared this idea
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.
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Ryan (CTO, Pinellas Computers)
commented
No one is managing these projects or request cases anymore. Development is closed door, there is no product roadmap or timeline, and you’re meant to take feature Friday and STFU about everything else… 😭
We, and most other users are simply storing documents and handling paperwork somewhere else. All this would take is adding a section for “custom forms“ and an HTML template editor for each one.
If you sort through this forum, you’ll find the majority of the top 10 requests have little to no progress made in years. Better luck on asking for feedback and development in the FB group.
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Admin User
commented
We are at two years out here with no update since the last. I really do not believe people are asking you to compete with DocuSign or the like Troy. Just something to capture signatures similarly to invoices, tickets, and intake.
Any progress here or are we still focusing on pretty colors?
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Jerry F. Nerviano commented
Why not just integrate with SignNow, DocuSign, HelloSign, etc... SignNow, at least, has an API that would probably work perfectly for this. Just got my NFR with them (via Pax8) and it seems to be a pretty solid digital signature solution.
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Jeff Grenier
commented
Yes, this would be wonderful!
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Tina
commented
Yes, please. This would be very beneficial.
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Ryan (CTO, Pinellas Computers)
commented
@RS: You guys keep directing users to “submit your ideas to the UV feedback forum”. Okay - DONE?!
You guys have more votes for this than ANYTHING else in the platform. Seriously, it’s time to give your people what they are asking (properly and repeatedly) for. Please.
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Alex
commented
Yes please..
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Ryan (CTO, Pinellas Computers)
commented
Please turn off use UV if we are not using it as a primary source of update information. It’s useless being notified of comments when there are no updates moving forward…
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Gerianne
commented
are there any status updates on this?
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Kayla commented
Status, please
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Abe D
commented
Any update on this?
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mail
commented
Any updates on this?
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account
commented
This is very important solution, we also need to ask for some particular authorisations regularly. Possibility to create the additional form and attach to customer / ticket, would be kind of relief !
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SemiCircuit
commented
@troy.
Ive said it before and i will say it again. Under gpl, you can purchase the bulk license of wpesign/approveme and integrate and distribute to all subscribers. Perfectly legal under gpl.
Then you only need to make an easy api integration between wpesign app and repairshopr for document creation, distribution and storage/link with repairshopr. WordPress is already the officially supported website.
Users would then be able to create and manage their own signature forms and signing devices which massively eases the support required from your coders for managing both the code and the hardware pertaining to esign
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Mark
commented
Seriously, can you please reply to this post, and let us know if this is or not still planned?
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Jon
commented
@Troy any update it is past "early 2017"
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Steven
commented
Any updates on this?
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SemiCircuit
commented
@Troy
as its now 2018...any updates for this?
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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.
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Jon
commented
@Troy ANY UPDATE!!!!