Opening Quote Envelope in DocuSign

Once quote signature has been requested it can be opened and viewed in DocuSign:

  1. Open quote details.
  2. Make sure that the quote has been submitted to DocuSign (i.e., DocuSign Envelope Id is set).
  3. Select DocuSign from the quick actions’ menu:
     

    Nextian CPQ - DocuSign quote actions menu

  4. Additional menu is displayed:
     

    Nextian CPQ - Requesting quote DocuSign signature

  5. Click Open In DocuSign — a new browser tab with quote envelope details is opened (DocuSign sign-in may be required).

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