Feature

Reports & E-signature

Turn the captured visit into a designed PDF with your logo, colours and layout — then send it for e-signature, often signed on the spot.

Overview

A polished report, on your brand, signed before the specialist leaves.

The report is what the customer remembers and what your back office builds from. Norwon generates it from the visit data automatically, in a layout your team designs, and routes it for a legally binding signature through DocuSign.

  • Template-driven, fully yours. Design the report — cover, sections, which fields and photos appear, photo sizing and captions — all on your branding.
  • Generated from the visit. Values, photos and findings flow into the layout automatically; no copy-paste, no re-typing.
  • E-signature built in. Send the report for signature through DocuSign, with signature, date and name fields pre-placed.
  • Signed on site. Many visits are signed before the specialist leaves the driveway — the signed copy is captured and filed automatically.
  • Per-option reports. When a visit carries multiple options, each gets its own versioned PDF.
How It Works

Built to fit the real visit

1

Design once

Build your report and document templates — body blocks, a drag-and-drop cover, brand colours and fonts — in the document editor.

2

Generate from the visit

On review, generate the PDF from the captured data. Photos land in the right sections at the size you chose.

3

Send for signature

Fire it off for e-signature with one action; wording per document type is yours to edit.

4

Signed & filed

The completed, signed PDF is downloaded, hashed and stored against the assessment — with the signing time recorded authoritatively.

Detail

Stable even as forms change

Reports bind to your fields by stable keys, so publishing a new form version never silently breaks a document template or orphans data.

Related

Pairs well with

On-site Capture

Guided forms, photos, annotation

Explore

Pre-visit Briefings

Show up prepared, every time

Explore

Branded Customer Experience

Your brand on every customer touchpoint

Explore
FAQ

Frequently asked questions

Is the signature legally binding?

Signatures run through DocuSign, a standard for legally binding e-signature, with signer, date and name fields pre-placed in the document.

Can the report look like ours, not Norwon's?

Entirely. Logo, colours, fonts, cover and layout are yours — customers never see Norwon.

Can a report be signed during the visit?

Yes. On-site signing is a core flow; the signed copy is captured and filed the moment it completes.

Can one visit produce more than one document?

Yes — a single visit can generate several document types (an assessment, a quote, a work order) and a separate versioned PDF per option, each on your branding.

See reports & e-signature in action

Book a demo and we'll show it on your own workflow.