Docusign + Quotient

Send Docusign envelopes from templates when new Quotient quotes are accepted

Effortlessly transition from quote acceptance to document signing with this straightforward workflow. When a quote is accepted on Quotient, it prompts Docusign to prepare and send an envelope using a pre-defined template. This automation helps streamline your process, accelerating sales cycle and enhancing customer experience.

Effortlessly transition from quote acceptance to document signing with this straightforward workflow. When a quote is accepted on Quotient, it prompts Docusign to prepare and send an envelope using a pre-defined template. This automation helps streamline your process, accelerating sales cycle and enhancing customer experience.

  1. When this happens...
    QuotientQuotient
    Quote Accepted

    Triggers when a Quote is Accepted.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn more

Related categories

  • Signatures

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quotient logo
quotient logo

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Learn more

Related categories

  • Proposal & Invoice Management