News from Planado team
We have added the ability to collect client’s signatures on the phone screen.
The signature is associated with the document being signed. The document can either be typical (in such case it is loaded immediately into the template), or be generated for each job separately (in this case it is uploaded into each job individually).
The client can sign several documents. Before signing the document, the client will see the document that should be signed, and afterwards they will be able to sign it.
The job signature data can be retrieved via the API to be stored elsewhere, such as in CRM.
Please study the instructions for setting up the signature in the job template.
Still not sure?