Preparing Quote Templates for DocuSign

The following annotations can be added to Nextian CPQ quote PDF templates to control the placement of DocuSign signature fields (see this section on working with DocuSign for more details):

AnnotationDescription
DocuSignFullNameFull name of the signatory (defaults to the company name).
DocuSignSignaturePlacement of the digital signature field.
DocuSignTitleTitle of the signatory (e.g., CEO).
DocuSignDateLocation where DocuSign will place the signature date.
ImportantIf the annotations are not present, the recipient can choose where to place the signature.

A sample markup for a Nextian CPQ quote template with a DocuSign signature is provided below:

<table style="margin-top: 20px; font-family: Arial, sans-serif ;">
  <tr>
    <td>&nbsp;</td>
  </tr>
  <tr>
    <td>Signature</td>
    <td style="width: 300px;">
      <hr style="margin-bottom: -20px; color: white;">
        <span style='color:white;'>DocuSignSignature</span>
      </hr>
    </td>
  </tr>
  <tr>
    <td>&nbsp;</td>
  </tr>
  <tr>
  <td>Name</td>
  <td>
    <hr style="margin-bottom: -20px; color: white;">
      <span style='color:white;'>DocuSignFullName</span>
    </hr>
  </td>
  </tr>
  <tr>
    <td>&nbsp;</td>
  </tr>
  <tr>
    <td>Title</td>
    <td>
      <hr style="margin-bottom: -20px; color: white;">
        <span style='color:white;'>DocuSignTitle</span>
      </hr>
    </td>
  </tr>
  <tr>
    <td>&nbsp;</td>
  </tr>
  <tr>
    <td>Date</td>
    <td>
      <hr style="margin-bottom: -20px; color: white;">
        <span style='color:white;'>DocuSignDate</span>
      </hr>
    </td>
  </tr>
</table>
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