Forms and Surveys let you collect information from your customers, and sometimes that information is sensitive. You might also use them to onboard customers, including getting them to agree to your terms of service. In those cases, e-signatures are exactly what you need.
Why Use The Signature Element?
This element lets you collect e-signatures for all sorts of purposes, such as contracts, agreements, and consent forms, making it especially useful when you need legally binding signatures. It can also serve as an extra confirmation, helping customers understand what they're agreeing to, whether that's 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. Here's how.
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 ensures you can collect the signatures your forms or surveys require, which is particularly useful when you need legally binding signatures or want to make it clear that the customer has read and agreed to the form, survey, or any terms and conditions it includes.
FAQs
Q: Can I use the Signature field in all forms and surveys?
A: Yes, the signature field is versatile and can be added to any form or survey within the CRM.
Q: Can I add multiple Signature fields to a Form/Survey?
A: Yes, you can add as many signature elements as needed to your form or survey. Make sure to label them clearly, though.
Q: Is the collected signature legally binding?
A: The CRM makes it straightforward to collect e-signatures, but whether they're legally binding depends on your local laws and regulations. It's worth checking with a legal expert in your jurisdiction.