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Equipment Loaner Form - Not sure what the best method to use is.

edited Nov 22, 2019 10:25AM in CRM 1 comment

My company loans equipment to hospitals when they send in their equipment for repair. We have a Master Loaner Agreement form that is currently a pdf document that covers all details such as legal liability, what happens if they damage it, etc.

We currently email this pdf to them, they fill it out and sign it and either scan/email or fax back to us. Upon receipt, we upload it under their customer record.

What would be the best method to turn this into more of an electronic method that the customer could authorize / sign and have it part of NetSuite record... but also have the ability to print out should they need it?  Pdf forms? On-line forms? Other?

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