AnsweredAssumed Answered

Capture a signature via a tablet

Question asked by Philippa Grover on Jun 9, 2017
Latest reply on Jun 12, 2017 by Philippa Grover

I have a customer who would like to use Sugar for field service engineers. At the end of their visit, the engineer records details about the job in the Cases module of Sugar. They want to then pass their tablet to the customer, for them to electronically sign-off the work.

 

Is this possible? It isn't DocuSign per se, as there is no actual document. We just want a field on a Case, which the customer can use their finger (or special pen) to sign.

 

Has anyone achieved this? If so, what software/hardware would you recommend?

Outcomes