E-Documents & E-Signatures for Helpdesk

Generate RMAs, NDAs & Support Agreements Without Leaving a Ticket

Merge ticket data into PDFs (RMA, NDA, SLA addendum), send for e-sign, store the signed file in the ticket history automatically.

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Key Highlights

Template Merge

Client name, asset serial, fault description auto-populate doc.

Embedded Signatures

Secure, time-stamped, audit-ready.

Version & History

Track each revision per ticket.

Automation Hooks

Signed RMA triggers “Awaiting Shipment” status + email label.

Compliance Storage

Meets ISO retention, permission-controlled.

Why It Matters

Cuts back-and-forth for paperwork

Automate document generation and approvals so everything flows through the system—no more chasing signatures or emailing files.

Prevents manual errors (wrong serial # etc.)

Enforce standardized inputs and automated checks so typos and incorrect entries are caught instantly.

Keeps legal docs with incidents for audits

Store all incident-related legal documentation in one place alongside the ticket, ensuring everything is available for review.Store all incident-related legal documentation in one place alongside the ticket, ensuring everything is available for review.

Real-World Use Cases

RMA Return

Signed form auto-creates warehouse task.

Support Extension Quote

Generate & sign renewal agreement tied to hour bank.

GDPR DPA

Client signs data-processing addendum; compliance field updates.

Kill paperwork delays—See E-Docs in Action

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