Rellene el formulario en ausencia de la clienta

  • LEXUS2020
    Perguntado em 5 de junho de 2024 às 03:42

    Hola queria saber si es posible rellenar yo un formulario pendiente ( a falta) de que el cliente firme condiciones, ese formulario mandarselo al cliente por whatsapp para que lo firme con aceptacion de condiciones y reenviarmelo a mi ya una vez firmado por cliente.Y que me saque la tarjeta en trello-

    Si me indicais los pasos ...porque me estoy volviendo loca...no se muy bien como hacerlo.

    Muchas gracias

  • Lorenz Jotform Support
    Respondido em 5 de junho de 2024 às 05:59

    Hi LEXUS2020,

    Thanks for reaching out to Jotform Support. Unfortunately, our Spanish Support agents are busy helping other Jotform users at the moment. I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Spanish, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again. 

    Now, coming back to your question, can you explain a bit more about the exact flow of your requirement? To my understanding, you wanted to do the following:

    • Fill out the form
    • Send the same form to your client via WhatsApp
    • Client will sign and accept the terms and condition.

    Can you please confirm this? As for the receiving part, do you want to receive a PDF submission copy of their completion? Or you just want to receive an email notification?

    Once we hear back from you, we'll be able to help you with this.