Sending Documents for eSignature
- The quote's approval stage is in Generated stage.
- On the quote details page, click vertical ellipsis next to the Generate button.
- Select one of the following from Choose your sending option panel.
Conga Sign. For more information on using the Conga Sign application, see Working with Conga Sign.
DocuSign. For more information on using the DocuSign application, see Working with Docu Sign.
Adobe Sign. For more information on using the Adobe Sign application, see Working with Adobe Sign.
Wet Signature.
- Click Next to open a page to add documents.
Select the documents to send for eSignature from the Available Documents list. You can select multiple documents.
To search and select documents, enter the document name in the Search Documents box.
To change the document's sequence, drag and drop them into the correct order using the Sequence icon on the left.
To preview the document, click the More icon on document thumbnails, and then click Preview.
- To delete the document, click the More icon on document thumbnails, and then click Delete.
- Click Next to open a page to add signers.
To add a name, search for contacts or internal users. After selecting a name, the email is automatically populated.
Select Signer Type from the drop-down. To add a new signer, click Add Signer.
To delete a signer, click the Delete icon.
Check Set Signing Order to set recipients to sign the documents in a specific order. To change the signer's sequence, drag and drop them into the correct order using the Sequence icon on the left. If Set Signing Order is not checked, the documents can be signed in any order.
- Click Next to open Review and Send page.
On the Review and Send page, you observe the pre-filled Subject line. Enter the required email subject and message as needed. The email subject and message is displayed from the default template configured by the administrator.
