Partnered with Docusign for E-Signature

Happy to announce referral partnership with Docusign.  Quote PDF is seamlessly integrated with Docusign for E-Signature. Key features of the integration –

– Approval stages & status data is available in SFDC in the Quote record

– Approval order can be configured in SFDC

– E-Signed documents are saved in the SFDC Quote record

Tags: