PDF reports & e-signatures
A signed record your customer keeps and your team can file.
When a customer completes a verification, VerifiMe produces a branded PDF report with their answers and their hand-drawn signature. You get it in the portal. They get a copy by email.
Sample report · illustrative
In detail
What's included.
Designed around your paperwork
Each organization gets its own report layout: your logo, your field order, your terms. Reports for a vehicle sale look nothing like reports for a furnace rental, and they shouldn't.
- Custom layout per questionnaire
- Your logo, colours and contact details
- Shows each question with the customer's answer
- Pass/fail result clearly stated
Signed on the customer's phone
Customers sign with a finger or stylus right on the verification page. The signature is embedded in the PDF, so the report doubles as a signed acknowledgement of the terms they just confirmed.
- Hand-drawn signature captured in-app
- Optional or required, set per questionnaire
- Signature time recorded in the audit trail
- No separate e-signature subscription needed
Delivered automatically
There is nothing to download and forward. The moment a verification is completed, the report appears in your portal and is emailed to the customer as a PDF they can keep.
- Available to your team in the portal
- Emailed to the customer on completion
- Downloadable for your CRM or deal jacket
- Kept with the verification record
Specifications
The details.
For your operations, compliance and IT teams.
| Format | |
|---|---|
| Branding | Custom per organization and per questionnaire |
| Signature | Hand-drawn, captured in the browser |
| Recipients | Your team (portal) and the customer (email) |
| Excludes | Audit evidence, which lives in a separate internal report |
FAQ
Questions we hear often
Is the customer's report the same as the audit trail?
Can we attach the PDF to our CRM?
Is a signature required?
Keep exploring
Related features.
Questionnaire builder
Build verification scripts with your own fields, wording and pass/fail rules.
Learn moreSMS & email delivery
Reach customers on the channel they actually check, from a number that is yours.
Learn moreAPI & integrations
Trigger any verification from your CRM, DMS or sales app with one request.
Learn moreAudit trail
Timestamped, tamper-evident evidence of every step, kept separate from the customer copy.
Learn moreSee VerifiMe on your own sales process.
We'll build a sample questionnaire from one of your real contracts and walk your team through the customer experience, the report and the audit trail.