E-signed Terms of Engagement, connected to the job
Survey Booker integrates with SignRequest to make sending, signing and recording Terms of Engagement a more connected part of the surveying workflow.
Rather than preparing documents separately, re-entering customer and job information, and manually filing completed terms, the integration brings the process together around the relevant Survey Booker job.
Electronic signatures without printing, signing or scanning
SignRequest is an electronic signature platform that enables documents to be sent and signed digitally from a computer, tablet or mobile device.
For surveying practices, Survey Booker uses this capability specifically to support the preparation, issuing and signing of Terms of Engagement.
How the connected workflow works
Information already held within the Survey Booker job helps move the Terms of Engagement through a clear digital process.
Job created
Customer, property and instruction details are held in Survey Booker.
Terms prepared
Relevant job information can be used when preparing the document.
Sent to sign
The Terms of Engagement are issued electronically through SignRequest.
Customer signs
The customer reviews and signs using a computer, tablet or mobile device.
Returned to the job
The completed document is returned to the relevant Survey Booker record.
What does the integration mean in practice?
A connected process can reduce repetitive administration while helping practices keep signed terms organised against the correct instruction.
Less duplicate administration
Use information already held within the job rather than repeatedly entering the same customer, property and instruction details.
A simpler signing process
Customers can review and electronically sign their documents from a computer, tablet or mobile device.
Terms against the right job
Completed documents return to the associated Survey Booker job, supporting an organised record of the instruction.
A clearer digital trail
SignRequest provides a signing log, while Survey Booker keeps the resulting terms connected with the wider job history.
A consistent terms process
A connected digital workflow can help standardise how Terms of Engagement are issued, signed and retained.
Find out more about SignRequest
Explore its electronic signature features, plans and current service information directly.
This page forms part of the Survey Booker Integrations Directory. Third-party products and services are provided and managed independently by the companies featured. Inclusion does not imply endorsement or affiliation unless otherwise stated. Please refer to the provider directly for current product, pricing and service information.
