Digital Signature for Approvals

I'm implementing a milestone in Wrike where I have confirmation from the customer that the product (photovoltaic system) has been installed.

I could use the approvals, but they would force the client to go through a series of somewhat uncomfortable steps or make him a collaborator but it becomes a bit cumbersome.

I'd like to use a digital signature or something similar. Is there anyone who can help me with this?

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Aybuke Novosad have you some ideas to achieve this?

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Pietro Poli Ciao! I'm missing our collaboration! 

1. I'd create a sign-off document with my company branding, attach it to the task and send it via "Guest Approval". 

2. I'd create a 'Sign-off' Custom Item Type and combine it with the email communication with non-Wrike Users.

I'd inform the client that I use the request form for our internal processes and provide a better customer journey.

I will fill out the form with their email and write the message "Hi, this is Pietro. We are happy to inform you that photovoltaic system has been successfully installed. We need your confirmation on this. Can you please reply to this email with your confirmation? Kind regards, Pietro from YourBiz srl."

They will reply and you will have it in the task stream.

How do you like the suggestions? Bene? 

Aybuke Novosad Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию

Aybuke Novosad Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию

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One more idea:

3. I'd again reate a 'Sign-off' Custom Item Type and combine it with the email communication with non-Wrike Users

You can make a request form 'I hereby confirm that photovoltaic system has been successfully installed.' with a Single select option 'Yes, I confirm' and 'No, I do not confirm'.

Then, you can even make them type it in another question so that in the future, they will not come back and tell you that they accidentally clicked it.: B-)

Aybuke Novosad Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию

Aybuke Novosad Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию

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Aybuke Novosad I miss our call too.

For now the option 1 (1. I'd create a sign-off document with my company branding, attach it to the task and send it via "Guest Approval". ) is my favourite beacause it's easy to implement.

For option 2 and 3 are very interesting, but I've to combine form in different projects. I want information in a specific task but I'll ask to my customer if they prefer this kind of way.

 

Thanks a lot
Pietro

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