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Question

E-signing at point of transaction.

  • 21 March 2024
  • 2 replies
  • 21 views

Hi All

I am looking for a solution for our Resort to allow for electronic signatures on a printed receipt when guest are room charging. The challenge here is that the customer must sign at the point on the transaction being completed on the iPad. Having staff carry printers is not a feasible option. 

It is possible to have the Point-of-Sale software being used to print PDF versions of the receipt which will the open automatically.

 

The sticking point is being able to all allow the customer to sign either with their finger or touch pen carried by staff.

 

Once the Guest has complete and pressed submit or confirm the document is then emailed to pre-defined email address, where all the receipts can be collected by accounts and attached to the Guests room account. 

 

At present I have not been able to find a solution which can complete the last 2 steps seamlessly. Any suggestions or advice on solutions that can setup using DocuSign would be greatly appreciated.  

 

Regards

@Campbell_wests

DocuSign offers a functionality called In-Person Signing, which does exactly what you are asking for, collecting a signature in-person on a mobile device carried by your employees.

The guest can sign on an iPad, either with their finger or a pen carried by staff. They can choose to receive a copy of the signed recipient via email, if they enter their email address. 

To create the envelope you can print the PDF into the DocuSign eSignature App, installed on the mobile device, e.g. iPad to upload the recipient into the envelope. Creating a template to auto position the signature field will help to make the customer and employee experience easier. You can add the pre-defined email address as a “Copy to” recipient into the recipient workflow at the last position to centrally collect all recipients.

Hello @Campbell_wests ,


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