How do I create an automation for a client to confirm receipt of a product?
I have a form set up for users to submit when requesting our service, and I'd like to create a way for that client to confirm they received the product at the end without having to send e-mails back and forth or have them physically sign anything. I don't want to give users access to my sheet or reports. It seems that DocuSign could work but I don't have the budget to pay for that. Any suggestions?
Best Answer
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You could use an Update Request where they can check a box and enter a date or something like that for a sort of "e-signature".
Answers
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You could use an Update Request where they can check a box and enter a date or something like that for a sort of "e-signature".
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Hi @histolab142
I hope you're well and safe!
To add to Paul's excellent advice/answer.
- You could print a QR code that links to a pre-filled form that they could scan and confirm the delivery.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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