DocuSign: Sending Multiple Quotes
Send multiple quotes in one document and allow a customer to select options and sign with DocuSign.
To add multiple quotes within a document
- Add your quotes within the Table of Contents of your document
- Click on the Wheel icon located to the right of a quote
- Select Edit Properties. A Page Properties window appears
- Click Allow Acceptance with Overall Proposal Agreement underneath the Acceptance header
- Ensure that the Include this content with the e-signature button is also selected
- Click Save
- Repeat steps 2 through 6 with any additional quotes that you are adding to your document
Publishing and sending a document to a client gives them the ability to accept your quote(s) from within the proposal by choosing a quote from the Table of Contents—or after clicking the Sign/Accept button.
