(Cross-posting from MPU)
My boss wants to digitize the client meeting note-taking process. We currently use a printed worksheet, which the admin scans and saves in the client’s file. I’m recommending an iPad with Apple Pencil and annotating the worksheet in GoodNotes.
He’s not opposed to Apple products, but he’s not a fan either. He’s also considering a similar workflow using a Surface, Pen, and OneNote.
Anyone have any other ideas, workflows, or preferences? Thanks!