Gone are the days of waiting for manual signatures on job documents and contracts. With Formitize, you can enable digital approvals to speed up workflows and reduce paper usage. Clients, managers, and field staff can sign documents directly from their devices, streamlining processes such as job completions, quote approvals, and compliance checks.
To add digital signatures, access the Form Builder and insert the “Signature” field into your desired form. This allows users to draw their signature on a touchscreen device or with a stylus. Additionally, you can include multiple signature fields if approval from multiple stakeholders is required. Once a signature is captured, it becomes part of the document, providing a secure and tamper-proof audit trail.
This feature is particularly valuable for field operations where immediate approval is needed to move a project forward. For example, a technician can complete a job, obtain the clientโs signature on-site, and submit the form in real-time. This reduces delays caused by administrative back-and-forths.
Digital approvals not only save time but also enhance security. Formitize stores a full record of each signed document, including timestamps and device information, which can be crucial for compliance audits.
By adopting digital approvals, businesses can accelerate operations, increase client satisfaction, and maintain comprehensive records without the hassle of paper-based processes.
