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Signature input

Last post 01-10-2014 9:59 PM by sbradley. 4 replies.
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  • 01-09-2014 3:23 PM

    Signature input

    Hi there,

    We'd really love to be able to have our service guys be able to visit customers with an iPad or other tablet, while working create a Sales Order, and then be able to capture the customer's signature on the iPad as confirmation that they accept the work documented in the Sales Order before we leave their site and invoice them.

    Is a drawing input object, or something that would facilitate the above, something in the hopper for v2?

    I realize we could build an iPad app that captures that and syncs to Method via the API, but if there was something a straightforward as a drawing input object, you'd truly save us (and many others) countless hours and dollars and be our best friends for life. :)

    Thanks,

    -Stephen

  • 01-10-2014 7:25 AM In reply to

    Re: Signature input

    Hi Stephen

    We've been doing this successfully for the last couple of years.

    We simply generate a report and then use a signature app (sign my iPad or the like) to capture the signature.  The signed doc can be emailed back into Method and the client.

    I think a signature app might be 4.99.

    That being said maybe one day Method could be a native iPad app and tap the devices built-in hardware features 

    Mark Crews
    Cloud Consultancy
    Principal and Developer


    • 2012 MethodCRM Partner of the Year

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    • 2011 MethodCRM Community Excellence Award


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  • 01-10-2014 10:14 AM In reply to

    Re: Signature input

    Hello sbradley,
        You have a good suggestion.  Our developers are currently busy building V2 and there is a focus on mobile development.  Right now, it looks like they are building the core, common functions and apps.  I believe this is something that is in the plans for the future.


       Thanks LaCrews.  That is a good suggestion and can be an option for now.

    - Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
  • 01-10-2014 10:51 AM In reply to

    Re: Signature input

    Hello sbradley,

         There is a forum post on this topic here.  It explains an app you can use for electronic signatures.

    - Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
  • 01-10-2014 9:59 PM In reply to

    Re: Signature input

    Thanks Greg and LaCrews! :)

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