Online Document Signing

[scott_p]

I am curious to find out how everyone else is getting customers to sign and return any legal agreements such as terms and conditions for remote sessions. Do you use a service like doc-u-sign or hello sign, or do you direct them to an online form they have to check a box and type thier name, or do you just e-mail them the document have them sign and scan it or fax it in?

At the moment I am sending them a fill-able PDF document they have to fill out, print, sign, and email, fax or mail back to me. Its a hassel and time consuming. I am looking for a easier but affordable solution that is working for other companies.

 

[Kurt]

I'm also interested in seeing how people are doing this.

I was going to sign-up for a geeksquad remote session... or a session with one of the other big remote support providers... just to see how they are doing it.

Can you use something like an online checkbox on the sign-up form saying "I acknowledge the terms and conditions" and all data is backed up, etc?

I'm asking for the cases of "one-off" remote tech support calls for a home user. Not the annual/monthly service contracts.

Printing/Faxing an agreement is not going to work for one-time residential remote support call.

 

[scott_p]

Can you use something like an online checkbox on the sign-up form saying "I acknowledge the terms and conditions" and all data is backed up, etc?

What I was thinking of doing was embedding my PDF service agreement into a webpage with a check box to agree and a field to type their legal name. However I do not know how legally binding it would be? (I would think you would certainly want to record time/date and IP with the submission)

 

[Instant Housecall - Corey]

www.docusign.net is the service that large providers (eg Microsoft) use with us. Not sure of the cost.

Some remote support software, Instant Housecall included, let you to set up Terms and Conditions that your customer must agree to before the session starts.

 

[oldtech]

We use Echosign. They're (or used to be) free for under x number of docs per month. They are now an Adobe entity and our cost is $20.00/mo.

We originally went with them based on their use by Comcast and ATT at the time.

https://www.echosign.adobe.com/en/home.html

 

[scott_p]

I threw together a spreadsheet last night of some of the services.
I threw a screenshot up on dropbox if anyone wants to take a look.

https://www.dropbox.com/s/4e80ltycoviec7v/Screenshot from 2014-08-30 17:10:29.png?dl=0

 

[callthatgirl]

here is my remote support page, has terms and conditions and then also the client agreement form.

http://callthatgirl.biz/remote-support/

Been using this since 2009, works pretty good!

 

[scott_p]

I really like that setup.

That is very close to what I had drawn out as a draft for my site, the only concern is how enforceable it would be during a dispute?

 

[cypress]

here is my remote support page, has terms and conditions and then also the client agreement form.

http://callthatgirl.biz/remote-support/

Been using this since 2009, works pretty good!

I use this one lol. Altered it a little bit to suit my needs, but the wording is excellent.