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Operations template

Proof of delivery workflow template

The driver records the delivery with located photos and the receiver's signature; a delivery receipt PDF is issued.

2 steps 10 fields Generates a PDFPhoto evidenceSignature
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Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Shipment

    Whoever starts the request

    What is being delivered and who drives.

    5 fields in the request form
    • Customer * Text
    • Invoice * Text
    • Delivery address * Long text
    • Volumes * Number
    • Driver * Person

  2. Delivery

    The person picked in “Driver”

    At the customer, photograph the goods and collect the signature.

    Due in 2 days (business time) Issues: Delivery receipt
    5 fields
    • Delivery *Complete, With issues Choice
    • What happened? * Long text · when needed
    • Photos of the delivery * Photo
    • Receiver ID * Text
    • Received by * Signature

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.
  • Edit the generated document (Delivery receipt) with your logo and fields. Each PDF carries a verification code.

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Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

Use this template