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.

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 or manual order signature. You can capture an e-signature for both manual and online orders by integrating with an app called DocuSign. Both these options are available through our integration platform, Zapier, which is designed to connect one app to another.

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.

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.