CPQ for Advantage Platform
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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.
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 add more documents, click Upload. You can drag and drop the files or use the Browse Files option. Supported file types are: *.doc, *.docx, *.pdf, *.txt, *.rtf. After uploading a new file, you must select the file type from the drop-down for each document. The Upload button remains disabled until a type is selected. The uploaded file is auto selected and displayed in the Selected Documents section.
Review the file size and use the delete icon to remove any file before proceeding. You can select maximum 5 files with a total size of 20 MB at a time. Click Upload.
To change the document's sequence, drag and drop them into the correct order using the Sequence icon on the right.
To preview the document, click the More icon on document thumbnails, and then click Preview.
The primary contact name and email ID is auto-populated as the Signer. To add a new signer, click Add Signer. When no primary contact is available, the Name and Email ID fields remain blank, while the Signer Type field defaults to 'Signer'. Search for contacts or internal users in the Name field. When the name is selected, the associated email ID is auto populated.
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.
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.
Click Write Custom Message to insert a custom message. If you do not select this option, the email template shown in the right pane serves as the email body.
Review the attachments.
Keep the Update Quote stage to presented checkbox selected, if required. If the check box is selected, the quote's approval stage changes to the Presented after sending the quote for review.
| Application | Procedure |
|---|---|
| Conga Sign | 1. Click the name of recipient in the RECIPIENTS section, and drag-drop the required fields from the FIELDS section into your document. 2. To access any specific page of the document, scroll through it using the DOCUMENTS pane to the right. 3. Click SEND TO SIGN. 4. Click SEND on the confirmation pop-up. An email notification is sent to the recipient (signer). For more information on signing process, see Signing a document. |
| DocuSign | 1. Drag and drop the required fields into your document. 2. To associate a field with a recipient, click the recipient's name and drag and drop the required fields into your document. 3. To access any specific page of the document, scroll through it using the DOCUMENTS pane to the right. 4. Click Send. |
| AdobeSign | 1. Drag and drop the required fields into your document. 2. To associate a field with a recipient, click the recipient's name and drag and drop the required fields into your document. 3. Click Send to send the document for eSignature. |
| Wet Signature | The quote document is emailed to the signers. |