Simplify Agreement Signing via Link
I have had a couple customers try to sign on their mobile after sending a service plan and it hasn’t allowed them to. I then have to go meet them and sign in person.
It’s weird because it only does this to some people and others it has worked normal.
Log in to comment and vote
Comments6
Noah Sanches
Apr 28
When you say hasn’t allowed them to, do you know what exactly is the issue they are bumping into? I think we may just need to improve the signing process for when card is required because I think everything is working fine but people just aren’t reading the print and don’t realize they have to put card on file first
Lance Else
Apr 28
Not exactly sure what they are bumping into, I tried to follow the link I had sent them first before just doing it on my phone and it just wouldn’t allow me to sign it.
Are you saying the issue is they need to add card on file first before signing it?
Noah Sanches
Apr 28
Well not necessarily. There’s just an option where you can require card on file prior to signing. Can you find an example link or two if you have any that easily come to mind where this happened and send it so I can check it out further?
Lance Else
Apr 28
The two customers it happened to are Matthew Strom and Phil Crain. Idk if I can find a link, I believe I deleted it and recreated a new one when I did it on my phone.
Porter Hansen
Apr 29
I had a customer today who put a card on file, but similarly could not sign the agreement.
Noah Sanches
May 9
Sometimes people are just getting held up sometimes with an extra button and aren’t reading the prompts so we are simplifying it a bit more