How do I create an automation for a client to confirm receipt of a product?

histolab142

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?

Paul Newcome

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".

Paul Newcome

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".

Andrée Starå

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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