Send contract for signature in BoldSign when quote is accepted in Quotient
Send contract for signature in BoldSign when quote is accepted in Quotient
Send contracts for signature when a quote is accepted in Quotient. Filter conditions ensure only relevant quotes trigger the action, allowing for faster contract processing and improved client engagement with BoldSign.
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Overview
Send contracts for signature when a quote is accepted in Quotient. Filter conditions ensure only relevant quotes trigger the action, allowing for faster contract processing and improved client engagement with BoldSign.