Sending a Quote (DocuSign)

SubscriptionFlow allows you to create and append quotes to documents inside DocuSign and send them for signing. 

1. First put together your template to upload to DocuSign. This may be a word document or a pdf. 

2. From your DocuSign account, go to Templates and then click create template. Learn how to create a template on DocuSign through this guide. You can use this template to create an envelope and send it to signers through this guide. 

3. With the SubscriptionFlow integration you can append quotes to this document. From the dashboard first enable the Quotes module. Click on the gear icon next to dashboard.

4. Move Quotes from the hidden to the visible modules. Then ‘Save Changes’.

5. Now enter the Quotes module. You may work with an existing quote or create a new one. Click on ‘+ Create Quote’.

6. Add a customer, expiry date, contract type and duration.

7. Then add a product and plan to the quote and click ‘Save’.

8. Once your quote is created, you will see a ‘Send via DocuSign’ button. Click on it. 

9. In the pop up, select the document template from DocuSign to append this quote to. 

10. Next click on the ‘+’ to add recipient/s. 

11. You can select if this recipient is a signer or simply receives the document in cc. Then click ‘Submit’.

12. Now from within your quote click on ‘Configure’ to view documents linked to this quote.

13. Move Documents from the unselected to the selected lists and save changes. 

14. Under the Documents list you will now see the documents this quote was appended to. 

15. The recipient will get a DocuSign invitation to review and sign the documents you sent from SubscriptionFlow. 

16. The document template from DocuSign is sent for signing. Scroll down. 

17. At the end of the doc you will find the quotation from SubscriptionFlow appended.