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How can I quickly send a PDF file from a module directly for signing?

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Let us consider the Quotes module as an example. These steps are the same for other modules as well.

  1. Click the Main Menu
  2. Select the Sales tab
  3. Select the Quotes module
  4. Open a quote record from the List View
  5. Click the Do button in the Summary View
  6. Select Reach out now
  7. Click Send PDF for signing
  8. In the Send for Signature window, add the following:
    • Signees
    • Print Template
    • Email Details
  9. Click Send to send the document for signature
    • Note: You can click on Tag and Send if you wish to add signature tags

Your document is now sent for signature, and a record will automatically be created in Esign Documents.

To know more about Esign Documents, click here.
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