For added assurance, your rental business may need to capture a customer's signature when agreeing to the terms and agreements of a contract or quote.
Fortunately, you can now capture a signature electronically when the customer is present with you in store, or at a delivery or pickup, straight from your Booqable account.
How it works
1. In-person signature. To have a contract or quote signed by a customer, you can capture what we call an in-person signature. This involves generated a contract, or quote, from your Booqable individual order page, and having the customer sign it digitally from your mobile device, laptop, or desktop you are working from.
2. Online signature. If you prefer to capture a customers signature on the online checkout while their order is being placed, you can also capture an e-signature for online orders, through integrating your Booqable account with an app called Pandadoc.
3. Online or manual order signature. Additionally, you can capturing an e-signature for both manual and online orders, through integrated with an app called Docusign. Both these options are available through our integration platform Zapier, designed to connect one app to another.
1. Capture an in-person signature
1. In your Booqable account, click into an existing order/reservation, and click 'New contract' or 'New Quote' in the top right-hand corner of the screen.
2. A downloadable, and printable, PDF document will be created based on the template's that you can customize in your document settings.
3. By clicking the two highlighted links in the first image below, 'Create/Sign Document' and 'Confirm', the pop-up box to capture a customer's signature in person will appear (as seen in the second image).
This is easiest if you are working on an iPad or tablet that you can hand over to the customer, but this can also work well with a desktop or laptop mouse.
2. Requesting an e-signature through PandaDoc
1. In Settings > Online checkout > Terms and Agreements, you can add your own terms and agreements to your online checkout. This is through the checkbox that you can set as a mandatory field for your customers to select before they can proceed to payment.
2. A Booqable development partner, Hawkencreative, has built a custom integration with a document app Pandadoc, to allow for a Booqable contract or quote to be sent to the customer automatically from the online checkout (based on various triggers). This also allows the customer to sign this document electronically.
To purchase this integration, you can contact Hawkencreative directly via his website.
3. Request an e-signature through DocuSign and Zapier.
This is a fairly quick setup that can be completed within 30-60 min. By connecting Booqable to Docusign, through the app-connecting platform Zapier, there are a number of triggers available for you to send an e-signature request automatically to your customers, such as at the time of reservation.
You can take a look at all the possible communication automations between Booqable and Docusign here.
💡Note: The use of Zapier and access to the API (required for PandaDoc integrations), are only available for Pro and Premium plan subscriptions at this time.
You can take a look at all the helpful features included in the popular Pro plan on the pricing page of Booqable.com.
You're all set!
You have now successfully learned how to collect e-signatures on documents through Booqable.