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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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.
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Ryan (CTO, Pinellas Computers)
commented
Q1 2017 ends in a week :)
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Eddy Abdelaziz
commented
Needed; great idea
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Matthew Riffat
commented
+1
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Ryan Daniels
commented
This feature has unlimited potential. I would love to have this available to sign in the customer portal as well
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Andrew Hall
commented
how is this coming? Any updates?
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Cody Muir
commented
Really excited to see this feature. Will definitely save some paper!
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Seby Bell
commented
Any updates on this???
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thomas
commented
yes!!!
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Daniel
commented
Want it, please
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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.
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rbmobilehospital commented
how caN I CLOSED A TICKET IF THE TICKET WAS VOID
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hugo gonzalez
commented
Topaz GemView http://www.topazsystems.com/gemview7.html I think this would help alot.
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sales
commented
The credit card authorization for recurring credit card billing would be a fantastic addition!
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Patrick King
commented
This would be great to make Credit Card Authorisations, and Authorisations to destroy/buy their device.
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Aron Bert
commented
It would also be nice to have a customer signature option online for estimates as invoices and intake forms have.
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Ryan (CTO, Pinellas Computers)
commented
57 votes! @RS: Please make this planned, or even better - started <3
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Tim Nyberg
commented
+1
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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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Henry H commented
We have a digital signature pad at our POS so being able to have a customer "sign" a custom form and have it attached to their account with signature intact would be a big plus. Additionally, as remote customers are about half of our business, being able to duplicate this through the customer portal would be an important component of this functionality. A checkbox noting that they agree to the stipulations in the document and a place to type their name and the current date should be sufficient to qualify as a legal signature.