Tracking proof of payments for vendors.

  • Profile Image
    ERICA GARDEA 
    Asked on March 28, 2019 at 03:42 PM

     Hello I am looking for something to track proof of payments for vendors that I deal wit. Is this some thing that would help me track it?

  • Profile Image
    Kevin_G
    Answered on March 28, 2019 at 06:04 PM

    It seems to be possible to do it, you may provide us more details about which specific information you want to ask? 

    With JotForm you can ask for file uploads, so you can ask them for the proof as a PDF or image, here is a guide with more info about it: https://www.jotform.com/help/332-How-to-Create-File-Upload-Forms 

  • Profile Image
    ERICA GARDEA 
    Answered on March 28, 2019 at 06:43 PM
    I would like to have the Purchase order downloaded and when the order is paid by myself, I want them to electronically sign it to show proof of payment
    [signature_1616751901]
    Erica Gardea
    General Manager
    From The Earth
    3023 S. Orange Ave
    Santa Ana, CA 92707
    Office: (949) 413-7601
    Direct: (949) 232-4041
    ...
  • Profile Image
    Jed_C
    Answered on March 28, 2019 at 09:10 PM

    You can enable PDF attachment so form that is submitted will include a PDF attachment to your email.

    When signing electronically, you can add signature widgets https://widgets.jotform.com/widget/signature to your form.

    Let us know if you have any questions or if you need further assistance. 

  • Profile Image
    ERICA GARDEA 
    Answered on March 29, 2019 at 12:43 AM
    Cool.. How do I go about getting started?
    [signature_1020562198]
    Erica Gardea
    General Manager
    From The Earth
    3023 S. Orange Ave
    Santa Ana, CA 92707
    Office: (949) 413-7601
    Direct: (949) 232-4041
    ...
  • Profile Image
    ashwin_d
    Answered on March 29, 2019 at 03:21 AM

    You need to build your form with desired form field and then add "Signature widget" in form to allow user to sign electronically.

    You can then edit your form's auto-responder email alert and enable "PDF Attachment".

    Hope this helps. Are you looking for any specific info or you want us to create a demo form? Do get back to us on this and we will try to help you.

    We will wait for your response.

  • Profile Image
    ERICA GARDEA 
    Answered on March 29, 2019 at 10:43 AM
    Would just like a basic form that show proof of purchase.
    So I would just download the Purchase Order correct and then add a widget for signature correct? Or would it be more like a form that I create explaining what collected through the two parties and have the person collecting the funds sign the widget?
    [signature_89987829]
    Erica Gardea
    General Manager
    From The Earth
    3023 S. Orange Ave
    Santa Ana, CA 92707
    Office: (949) 413-7601
    Direct: (949) 232-4041
    ...
  • Profile Image
    ashwin_d
    Answered on March 29, 2019 at 12:19 PM

    So you will first fill up the form and then other person will sign it? You need to allow other user to be able to edit the submission and then submit the form again. Please explain all steps of your requirement and we will try to help you.

    Please take a look at the following demo form I created for you:   https://www.jotform.com/90874448149974 

  • Profile Image
    ERICA GARDEA 
    Answered on April 02, 2019 at 03:43 PM
    That would be perfect.
    [signature_841564131]
    Erica Gardea
    General Manager
    From The Earth
    3023 S. Orange Ave
    Santa Ana, CA 92707
    Office: (949) 413-7601
    Direct: (949) 232-4041
    ...
  • Profile Image
    Kevin_G
    Answered on April 02, 2019 at 04:49 PM

    Have you checked my colleague's form? 

    If not, please kindly check it and see if that something you would use, you can also clone it to your account following this guide: https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL 


  • Profile Image
    erirose86
    Answered on April 02, 2019 at 08:43 PM
    Hello,
    I am having issues making the form its not allowing to put a quantity?
    [signature_1070105241]
    Erica Gardea
    General Manager
    From The Earth
    3023 S. Orange Ave
    Santa Ana, CA 92707
    Office: (949) 413-7601
    Direct: (949) 232-4041
    ...
  • Profile Image
    jherwin
    Answered on April 02, 2019 at 10:50 PM

    To add quantity selector to your products, please see my screencast below for guide and reference:
    1554259762quan.gif

    Click the "ADD" and then save the changes you made.