servce engineers – SmarterBusinessProcesses https://smarterbusinessprocesses.com Mon, 11 May 2015 11:43:02 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://smarterbusinessprocesses.com/wp-content/uploads/2014/11/cropped-SBPm-Square-32x32.jpg servce engineers – SmarterBusinessProcesses https://smarterbusinessprocesses.com 32 32 Smartsheet workflow integration with DocuSign https://smarterbusinessprocesses.com/smartsheet-workflow-integration-docusign/ Tue, 27 Jan 2015 11:28:01 +0000 https://smarterbusinessprocesses.com/?p=3087 See Service Engineers Smartsheet Workflow slides Service Engineers of most Skills and Industries have NEED of simple workflows to: record time taken note the solution provided get the client to physically sign off that work for invoice or as part of a service agreement The Solution:  Using a Smart Phone or Tablet, details of the work […]

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]]> See Service Engineers Smartsheet Workflow slides

Service Engineers of most Skills and Industries have NEED of simple workflows to:

  • record time taken
  • note the solution provided
  • get the client to physically sign off that work for invoice or as part of a service agreement

The Solution:  Using a Smart Phone or Tablet, details of the work are entered from a Smartsheet  SmartForm that then populates a worksheet

The Physical Sign-Off: A physical client signature is obtained, using a Smart Phone or Tablet, and the signed document returned to your worksheet in real time, meaning no delay in invoicing – all automated by Smartsheet data, merging with DocuSign Documents

Contact us to arrange a Free initial consultation  or demonstration here.  We’d love to hear from you

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