Send Documents for eSignature
After completing negotiations with the customer, you can send the reviewed and approved quote document to the customer to gather the required signatures. Depending on your organization's requirements, you can send the quote document to your customer for manual signature or electronic signature. Once you receive the manually signed documents from the customer, you can upload the signed documents to finalize the quote or use Conga Sign to sign and upload the quote document. If a third-party application such as DocuSign or AdobeSign is installed in your organization, you can send the quote document for electronic signature. Documents under review are not available to send for signature.
By default, the Send for Signatures feature is enabled for all users. To disable it, set the EnableSendForSignature flag to false in the feature settings. To do this, Invoke the following API with the specified parameters and ensuring the flag is set to false.
| API Name | Update a configuration |
| Parameters | |
| Category | cpq |
| Name | featuresettings |
| Value | Tip: You must pass all other flags as is or as required along with the "EnableSendForSignature\" flag. Otherwise, the API disables other settings and pass only the "EnableSendForSignature\" flag value. The following code is only for testing purposes. The feature settings in the following code sample may vary based on your business requirements. |
