In-Store Customer Signatures: How to Get Counter Forms Signed on a Tablet
BoldSign Team 6 min read TL;DR: In-store customer signatures on a tablet use BoldSign’s in-person signing. A store manager hosts the session, and the customer signs on the store’s device without opening an email. A paper form can get lost in a drawer and shows no signing time. BoldSign saves the signed form in your account, with an audit trail of each signer’s name, device, and Internet Protocol (IP) address.
In-store customer signatures on a tablet let a customer sign a counter form before they leave the store. BoldSign’s in-person signing puts the form on your device, and your manager stays with the customer while they sign.
What is an in-store customer signature on a tablet?
An in-store customer signature on a tablet is a form the customer signs on the store’s own device. A store manager hosts the session, so the customer never opens an email to sign.
Signing for a parcel on a courier’s handheld works the same way. The courier holds the device, you sign on its screen, and the courier takes it back.
In BoldSign, the store manager plays the courier’s part. The manager starts the session, hands over the tablet, and gets it back once the customer signs.
Which counter forms do customers sign in a store?
Customers sign the forms that record what the store and the customer agreed at the counter. Each store has its own list, often including these:
- Special order forms for items the store orders in
- Repair and service forms for items left with the store
- Rental agreements for equipment the customer takes away
- Delivery and pickup forms for large items
Each form type becomes a BoldSign template. A manager sets it up once, then uses it for each new customer.
What does a counter form need to record?
A counter form needs four answers that the customer and the store both rely on later.
- Who is the customer? The name the manager types when adding the in-person signer.
- What did the store agree to do? The item and the order, repair or rental details.
- When is it due? The pickup or delivery date the store promised.
- Who agreed, and when? The customer’s signature, with the time BoldSign records.
If one answer is missing, add a field for it to the template before the next customer signs.
Why does a signed counter form matter to both sides?
A signed counter form records what the customer asked for and what the store agreed to do. Both sides can point to it if the order is questioned later.
For the store, the form shows who agreed to the order and when. For the customer, the copy BoldSign emails after signing holds the details the staff wrote down, in one place.
Where does a paper counter form go wrong?
A paper counter form goes wrong when it leaves the counter. The copy can get lost, and a signature with no date or time is hard to check later.
For example, a customer orders a dining table on a Saturday and signs a paper form. On Monday, the form sits in a drawer at another register.
Three weeks later, the table arrives, and the customer asks about the order details. The manager finds the form, but the signature is hard to read and the form shows no time.
With a tablet session, BoldSign saves the signed form in your account once the customer hands the tablet back.
How does a customer sign a counter form on a tablet with BoldSign?
A customer signs a counter form with in-person signing: the manager sends it, starts the session, and hands over the tablet. The customer signs and passes control back.
1. Add the customer as an in-person signer
Create a document from the form, and type the customer’s name and email in Add recipients. Choose the In-person signer role, and enter your own email as the host.
Daniel Ortiz, Verified
2. Start the session at the counter
Open the BoldSign email on the tablet and choose Host Signing Session. Pick the customer, choose Next, read the instructions, and choose Start session. Hand the tablet to the customer.
3. The customer signs and passes control back
The customer reviews the form, signs, and chooses Complete signing. A prompt then asks them to transfer control back to the host.
You have successfully signed the document. Please transfer control back to the host by clicking the “Transfer control” button.
The manager can then open and download the signed form from their own account. For a manager on the sales floor, the BoldSign iOS and Android apps host the same session on a phone.
What do you need before the first counter signature?
You need a paid BoldSign account, a host seat for each manager, and a template for each form. Check these points before the first session.
- Each host is one of your organization’s users. In-person signing is open only to paid users (help article).
- The host’s email differs from every recipient’s email on the document (host email rule).
- A document holds up to 25 files and 1,000 pages, and stays under 25MB (file limits).
- Collaborative fields cannot be used with in-person signers.
- For a customer who reads Spanish, the translation setting puts the signing page’s own text in Spanish (languages).
What does in-store signing cost with BoldSign?
The BoldSign Growth plan costs $10 a month for one store with 2 hosts, billed yearly (pricing). Prices are in USD as of November 2026.
The Growth plan is $5 per user a month, billed yearly, and includes in-person signing and 10 templates. Every user gets 50 envelopes a month, and the account shares them, so 2 users give the store 100 a month.
Take an assumed store that collects about 80 counter forms a month. That volume fits inside the 100 envelopes. A store with more forms can add users, and each one adds 50 envelopes.
What will in-store signing with BoldSign not do?
In-person signing collects the signature on your device. It leaves some jobs to your store’s own people.
- The host checks that the right customer is signing.
- The host stays with the customer until the device comes back.
- BoldSign emails the session link to the host, so a host starts every session.
- BoldSign runs and records the session. It does not notarize the form.
- The wording of the form stays your store’s own.
How long does the record of a counter signature last?
BoldSign keeps each audit trail for as long as its document stays in your account. The trail lists each signer’s name, email, device, and IP address.
The audit trail also names the host who ran the session.
Download the audit trail once every signer finishes, and keep it with the form. The signature is legally binding when consent and authentication are met. At the counter, the host verifies the signer during the session.
Where can you see in-store signing in BoldSign?
Book a walkthrough to see a BoldSign hosted session run on one of your counter forms. The in-person signing page shows each step of a session and its limits.
Frequently asked questions
Does the customer need an email account to sign in the store?
No. The customer signs on the store's device and never opens an email to sign. BoldSign still asks for the customer's name and email when the manager adds them, and the host gets the session link by email.
Who can host an in-person signing session?
A host must be one of your organization's users in BoldSign. The in-person signer option is open only to paid users, so each manager who hosts needs a seat on a paid account.
Does the customer get a copy of the signed form?
Yes. BoldSign emails the customer a copy of the signed form, with the audit trail once everyone has signed. The host can also download the form from their own account and print it.
Can a manager host the signing on a phone instead of a tablet?
Yes. The BoldSign iOS and Android apps let a manager host an in-person session on a phone. Without the app, the manager opens the session from the email link on any device.
Where does the signed form go after the customer signs?
BoldSign saves the signed form in your account once the customer hands the device back. It shows as completed in your documents list, ready to download.
How much does a store pay each month?
$10 a month for a store with 2 hosts, on the Growth plan billed yearly. That gives 100 envelopes a month, enough for about 80 counter forms. Prices are in USD as of November 2026.
Can the customer read the signing page in Spanish?
Yes. BoldSign translates the signing page's own text into the language you set for each signer, including Spanish. Upload a Spanish copy of the form itself.
Is a form signed on a store tablet legally binding?
Yes, when consent and authentication are met. The US Electronic Signatures in Global and National Commerce (ESIGN) Act says a signature may not be denied legal effect solely because it is electronic. ESIGN accepts an electronic record only after the customer consents to it, when another law requires the store to give the customer information in writing (eSignature legality).
BoldSign Team
The official team behind BoldSign—the simple, secure eSignature solution trusted by businesses worldwide. Our platform helps individuals and teams create, sign, and manage documents effortlessly while maintaining full compliance. Experience BoldSign yourself with a free trial or request a personalized demo to see it in action.
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