Hi we are looking to create a document that our courier driver can get the customer to sign on reciept of a delivery from Monday.com - has anyone done this before? One signed (maybe on a phone or ipad) I would like the POD to be emailed to the customer. We have all of the board set up with the orders etc so its just a Document to sign from a tablet. Anyone got any tips?
Hi @sfarris
If you’re open to using Marketplace apps, you could try GetSign - eSignatures, PDF Generator & Form Builder. It’s a good option for collecting signatures and generating signed PDFs directly from your board.
There are also a few other e-signature apps in the monday Marketplace that offer similar functionality, so it’s worth exploring to see which one best fits your workflow and budget.
Have you tried monday vibe? You could use it create a mobile app in your account to collect signatures and set up automations to email the client once complete.
https://support.monday.com/hc/en-us/articles/28451758349842-Get-started-with-monday-vibe
Desiree - www.thecleverclovers.com