Users of RemodelerGo have asked for Signature Capture from the mobile application. This Article covers a customization which allows your team to click a Hyperlink from the RemodelerGo app and be directed to a Visualforce Page, allowing your team to use the Print/Email button to generate documents and capture electronic signatures.
First, create a custom URL Field on the Object where you need to generate Documents with an Electronic Signature capture. In this example, we will create the custom Formula field on the Quote object, so that we can use the Electronic Signature Capture feature from improveit 360's Classic desktop Quote page.
Navigate to Setup
Next go to the Objects menu
Then go to the Quote object (or whichever object you want to access improveit 360's standard visualforce page).
Create a new Custom Field, choose Formula with an output value of Text
Use the following formula:
HYPERLINK("https://improveit360-9975.my.salesforce.com/" + Id , "Signature Capture" , "_blank")
Be sure to replace the red highlighted text with your company's Salesforce Domian. Every Org will have a unique URL.
Save the Field.
Next we'll need to add the Field to the RemodelerGo Page Layout.
From the Quote object, hover over Page Layouts and click Edit next to the RemodelerGo Page Layout.
Drag and Drop your new Field into the Page Layout:
Save the changes to the Page Layout.
Next, in RemodelerGo, Reload Company Settings to refresh the Page Layout.
Next, navigate to a Quote and scroll down to the new "Access Standard Page" field you just created and tap on Signature Capture.
This will navigate your staff away from RemodelerGo and ask them to use the Salesforce native App, OR a web browser. They will want to choose Open in Browser.
You will be prompted to Login again.
Once logged in, navigate to the Quote in which you need to capture a Signature. On the Quote page, tap the Print/Email button.
Here you will see a Pencil icon next to any Document Templates which support Signature Capture. Tap the pencil icon for the Document template you want to generate.
From here the Prospect can use their finger to a stylus to sign the document.
Tap Generate Document when finished.
Here we recommend using the "Attach it to the Quote" button to ensure the signed document is saved as an attachment in improveit 360.
Now that a signed document is attached to the Quote, your staff can return to RemodelerGo to Result the Appointment and if sold, create the Sale record.