How to handle written signatures on documents

[motu]

We have a report that requires a "sign-off" signature from our customer.  I would like to create a custom object for this report but do not know how to handle the sign-off.  The sign-off is important as it allows us to invoice and is proof that we have completed the work.  I would like to avoid attaching the original document to the object if possible.  Any suggestions?

[dev_jh]

How about sending an email from Salesforce to your customer (from that custom object) requesting signoff and then storing the customer´s reply? Maybe you could even store a link to the document (eg: in GoogleDocs or some sort of URL) as you will likely need to reference it. Best,

J

[motu]

This is a good suggestion.  It will work 90% of the time.  Some of our global customers do not have email addresses but we could work around those.

Thanks for your reply.  Linda

[dev_jh]

Linda, I would suggest creating an email template within Salesforce with all the text you want on the email. When sending the email afterwards from within Salesforce, you can use the template to Save time and ensure consistent communications. Good luck,

J

[Mark Silber]

You should also checkout EchoSign (an AppExchange partner). You can send any document for signature, either an e-signature or even a written signature that can be faxed back. By default, the EchoSign product uses a new custom "Agreements" object -- but you can modify the object and relate it to any other object within Salesforce. We've had great success with this app for sales contracts and will soon be deploying it for a similar use case to yours -- getting sign off for complete professional services engagements with our customers.

In addition to being a great app -- the vendor has proven to be extremely easy to do business with.

[motu]

Mark,

Thanks for our help.  I will check it out!

Linda