Sending for Signature
In the Partner Commerce application, the Send for Signature allows partner users to share quotes with customers for electronic signing. Once a quote is in the Generated stage, the Send for Signature option becomes available from the Actions menu. This enables partners to send quote documents securely, collect required signatures, and track the signing status directly within the application.
For Generating a Quote, see Generate a Quote Document.
- Open the generated quote details page and click Send for Signature.Choose your sending option prompt appears.
- Select the desired sign option and click Next.Note:
You can set the default signing application in the eSignature API Connection under Integration Module in Admin Console.
GET /api/esign/v1/esignatures/configurationretrieves the signature providers (Conga Sign, DocuSign, AdobeSign, and Wet Sign) set up in the Admin UI. You can use the signer type parameter to get details for a specific signer type.Important: The template document must contain "{{esl:Signer1:Signature:size(200,40)}}" text at the appropriate place to display the signature box for signing via Conga Sign. - Select quote documents and click Next.
- Add Name, Address, Signer Type in the Recipients section.
In Conga Sign, click Add Signer to include additional signers.
In Wet Sign, the system allows only one signer.
Note:GET /api/esign/v1/esignatures/usersearch/{searchString}API searches for users who can sign documents. It retrieves a list of users based on the provided user or contact search criteria. You can enter a full name or partial letters in the search string. - If you want multiple signers to complete the document in a specific sequence, select the Set Signing Order checkbox, add signer details, and arrange the order by dragging and dropping recipients. To remove the signer, click Delete icon.Note: You can add multiple signers only in Conga Sign.
- Enter Email Subject and Email Message and click Send.Note:
- 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.
Note:POST /api/esign/v1/esignaturesAPI sends documents for signing through the selected signature provider (such as Conga Sign or Wet Sign). In Conga Sign, you can use theisBackgroundModeparameter to initiate the signing process without opening the standard Conga Sign interface.
The system sends an email with the document and a request for signature. To sign a document, see Signing a Document.