Clients digital sign & return documents without signup
Currently it doesn't appear to be possible to send a form through to a customer for them to complete and return. We use pre-purchase agreements quite a bit, and at the moment we are able to send our customers a weblink to an online form where they can complete/sign/return the form.
Client Connect sounds like it will be amazing for this, but we still service many customers who aren't keen on signing up for a service like that. An alternate system to Client Connect where we can just email a weblink would be ideal for those cases.
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10 Sep, '21
jason twomey MergedHighlighted comment
Need a pest register form or a section for the client to report on any pest problems they are having, would be very useful for commercial clients, schools, restaurants, factories. -
10 Aug, '22
Jackson Calderwood System"Client Connect Customer Pest Reporting/Sightings/Pest Register" (suggested by jason twomey on 2021-09-10), including upvotes (1) and comments (0), was merged into this suggestion.
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