Forms and Surveys allow you to collect information on your customers; sometimes, the details you collect will be more sensitive. Or, you might use them to onboard customers to receive your services, including by getting them to agree to your terms of service. In those cases, e-signatures will come in handy.
Why Use The Signature Element? #
This element allows you to collect e-signatures for various purposes, such as contracts, agreements, and consent forms, which is particularly useful when you need legally binding signatures. It can also be used as an extra confirmation, ensuring customers are more aware they agree to something, such as sharing information or accepting T&C.
How To Use It? #
Navigate to the Form or Survey Builder.
There, you need to create or edit a form/survey.
Click the plus sign icon to access the element menu and look for the Signature element.
Drag and drop the element into place.
Access the element settings and change the label content, which is the name the clients can see.
Open the advanced settings dropdown and change the Custom Field Name. This will be used internally to find the field when needed.
Click Save at the top right corner to set your changes.
Where To Find The Signature? #
After a contact has submitted the Form or Survey, you can review the signature in the contact card or the submissions tab. Let’s explore how to do it.
Contact Card #
Access the Contact tab and select the contact whose signature you wish to view.
On the left-side menu, look for the Form/Survey folder.
Find the corresponding field, there you can view the Signature.
Form Submissions #
Navigate to the Submissions section of the Forms/Surveys tab.
Or access the builder of your Forms/Surveys and switch to the submissions tab.
Look for the contact’s name, then click the two-arrow icon to expand the view.
You can view the signature inside the expanded view. Alternatively, you can find the Signature column and click the link it contains to open the file in another tab.
This element will ensure you can collect the signatures needed for your forms or surveys, which comes in handy when you require legally binding signatures or want to emphasize that the customer read and agreed to the form/survey and any terms and conditions it includes.
Frequently Asked Questions #
Can I use the Signature field in all forms and surveys? #
Yes, the signature field is versatile and can be added to any form or survey within the CRM.
Can I add multiple Signature fields to a Form/Survey? #
Yes, you can add as many signature elements as needed to your form or survey. However, make sure to label them properly.
Is the collected signature legally binding? #
While the CRM facilitates the collection of e-signatures, the legally binding nature of these signatures depends on your local laws and regulations. It’s advisable to consult with a legal expert in your jurisdiction.
Where can I add the Signature element? #
You add it from the element menu in the Form or Survey Builder by clicking the plus sign icon, then dragging and dropping the Signature element into place.
What is the Custom Field Name used for? #
The Custom Field Name is used internally to identify and locate the signature field when you need to reference it, separate from the label customers see.
Where do I view a submitted signature? #
You can view it on the contact’s card under the Form/Survey folder, or in the Submissions tab by expanding the contact’s entry or opening the Signature column link.
