How to setup and use Ordering Document Approvals using Electronic Signatures in Quoting (Doc ID 2183056.1)

Last updated on SEPTEMBER 27, 2021

Applies to:

Purpose

This bulletin shows how to setup and use Ordering Document Approvals using Electronic Signatures in HTML Quoting application.

Scope

The Ordering Document Approvals integration helps sales reps track ordering documents sent to their customers. This feature provides an integrated and digital solution that simplifies operations and reduces manual errors when managing quote document signatures. The framework provides an integrated sales and document solution that ensures compliance with business practices and legal standards. Sales teams can use this feature to replace slow, manual-intensive contract workflow processes with more streamlined electronic ones and reduce the time they spend preparing, sending, and following up on contracts for signatures.
        

Details

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