customer sign off forms, HTML

wiggyuk · 24 Feb 2016 at 12:02

Hi all I work for a small AV company, we go out to schools, casinos etc and install projector, interactive whiteboard systems etc.

At the moment the engineers have a customer sign-off form (see pic) paper version that the engineer fills in and then hands to to customer to sign at the bottom.

Ive tried converting the form to a digital PDF form so they can fill out online but the formatting of the form isn't the best and also to get the form saved in a shared google drive for the office to view, print, email etc is too complicated for the engineers.

Is there a way that the form could be converted into a HTML form and filled out onsite, once form is completed and signed via a laptop android tablet there's just one button eg SUBMIT that once pressed it automatically gets converted into a PDF and signed in the correct folder within google drive.

but this also needs to be possible to do if the engineers have no internet connection onsite.

we have about 5 companies we do work for so f different sign offs, most customers use the above sign off with just there letter head logo on the top of the page but there's 2 customers that have a different sign off.

PS is there someone on here who could do this for us for a small fee of course.

Scotty123 · 24 Feb 2016 at 12:07

What's a laptop android tablet?

You mean laptop or android tablet?

Yeah what you ask is possible. Straightforward too.

wiggyuk · 24 Feb 2016 at 12:44

Scotty123 said:
What's a laptop android tablet? You mean laptop or android tablet?

Yeah what you ask is possible. Straightforward too.

Yea bud lol.

Please tell me more, I need an idiot proof system to get electronically completed customer sign off forms back to the office in real time or as quick as possible.

wiggyuk · 24 Feb 2016 at 12:47

https://d3v9w2rcr4yc0o.cloudfront.net/uploads/stream/2016/02/532612/24114157/Marketing_Invoice_DollarschangedGPB(savable_Without%20VAT).pdf

something like that would be handy and when you press save it auto saves to the correct google drive folder and is auto named correctly i.e contractor name - school name - install date

Scotty123 · 24 Feb 2016 at 12:56

You probably want to use the Google Docs API. Pretty much anything can be automated to your liking. So you can customise actions, auto fetch data (e.g. the contractor name) and more if you can use the API/script.

wiggyuk · 24 Feb 2016 at 13:36

is this easy to do myself or do I need a programmer ?

Scotty123 · 24 Feb 2016 at 14:04

Could give it a go yourself. Plenty of tutorials online no doubt. It's designed to be easy so anyone can do it.

wiggyuk · 24 Feb 2016 at 15:43

Scotty123 said:
Could give it a go yourself. Plenty of tutorials online no doubt. It's designed to be easy so anyone can do it.

Thanks Scotty would would I need to achieve this, without spending hundreds on Adobe Pro

Scotty123 · 24 Feb 2016 at 15:56

What do you mean? Nothing except the google drive apps? You can sign etc in the google app editor for pdfs.

wiggyuk · 24 Feb 2016 at 15:59

so how do I create the form in the first place ?

Scotty123 · 24 Feb 2016 at 16:14

Create it in google docs and to have automation, use the script editor (tutorials around on how to do this e.g. youtube).

wiggyuk · 24 Feb 2016 at 16:27

Scotty123 said:
Create it in google docs and to have automation, use the script editor (tutorials around on how to do this e.g. youtube).

You want to do it for us bud for a price of course

Scotty123 · 24 Feb 2016 at 18:44

It depends how soon. I am away this weekend and quite busy the next few weeks, so it would be a slow process!

russell664 · 25 Feb 2016 at 14:34

You could use a combination of HTML, PHP and a libary called DOMPDF to do this.

Easy doable! You can even add pictures, and upload documents if you so wanted.