Setting Up and Using DocuSign in Quotes

The DocuSign feature (button and pop-up) can be found in Trip Manager or Schedaero, on the "Detail for Quote" page next to other buttons like Download, Email, and Tasks.  

Note: Docusign is only available for quoting.

Open a quote and click on the DocuSign button to open a pop-up to begin the workflow.  The "Welcome" pop up will be displayed every time the user is required to log in unless they check the "Don't show this next time" checkbox.

First, Sign In to DocuSign with your credentials.  You will be redirected to DocuSign to sign into your account.

DocuSign will prompt you to accept a permission request.

Upon a successful log in, the pop up will now display your name and DocuSign account and will display all quote documents available for DocuSign.

Step 3 : Create an Envelope

To create an envelope, click the "Create DocuSign Envelope" link in the pop up above. From here, you will be redirected to DocuSign where Trip Manager will pre-populate the Quote PDF into the "Uploaded Documents" section.

Within DocuSign the sender can add/remove recipients, upload additional documents, or apply templates to the documents. Templates are managed in DocuSign.

After clicking "Next", you will move to a preview of the envelope and have the option to add or remove signatures, initials, dates, etc.

Once you have specified the signature requirements, you can click "Send" and the document is sent to the customer for signing.

Upon the signer's completion of the envelope, you have the ability to view the completed DocuSign envelope.  This is done by clicking the "View" button.