eSign Forms

✅ How to Create and Use eSign Forms in BodyShop Booster

eSign Forms are a simple, powerful way to collect signatures, initials, and basic yes/no responses from customers on important documents such as:

• Work Authorization
• Towing Authorization
• Direct-to-Pay Agreements

• Simple forms with questions or feedback

  
  

These forms are pre-filled using data from the repair record and are sent directly to the customer for electronic signing—saving time and eliminating the need for paper.

🛠️ Step 1: Access the eSign Form Builder

1. From the BodyShop Booster Admin menu, go to:

   Modules > eSign Forms

2. Click “Add eSign Form.”

✏️ Step 2: Name and Configure the Form

1. Name your form (e.g., “Work Authorization Form”).
2. Optionally, add a description to help you or your team identify the form later.

Available Settings:

• Auto-set Estimate Sent Date
  • If enabled, sending this form will update the job status to Estimate Sent and record the sent date.

  • Useful when sending the form along with an estimate.

    
    
• Auto-set Estimate Approved Date

  • When the form is signed, this option updates the status to Estimate Approved and records the approval date.

    
    

💡 You can toggle either setting on or off based on your workflow.

3. Click “Add” to move to the form editor.

🧾 Step 3: Build and Format the Form

Inside the eSign Form Editor, you can:

Create or Paste Your Content

• Free-type your form content

• Copy and paste from existing PDFs, Word docs, or other formats

  
  

Use Rich Formatting Tools:

• Bold, Italic, Underline, Strikethrough
• Headings (H1, H2)
• Bullet or Numbered Lists

• Text Alignment and Color

  
  

• Add images or logos easily

  
  

Add Dynamic Fields

You can insert data directly from the repair record by typing # and using the smart dropdown to add fields like:

• Customer first name
• Vehicle make and model
• Insurance company

• Repair dates

  ...and more.

  
  

⚠️ Note: These fields are for display only—customers cannot edit them. A customer-fillable version is coming in a future update.

✅ Step 4: Publish and Start Using the Form

When your form is complete, click “Publish” (top-right corner).

Your form is now available to:

• Add to a Flow
• Send ad hoc to any customer
• Trigger automatically via Automation Rules (e.g., when an estimate is sent)

🎯 Final Thoughts

eSign Forms are a fast, professional way to:

• Collect legally binding customer approvals
• Eliminate paperwork and scanning

• Provide a seamless, mobile-friendly experience

  
  

If you need help setting up or customizing your forms, reach out to our support team—we’re here to help!