Nextian CPQ natively supports requesting digital signatures for quotes through DocuSign. Other e-signature providers can be enabled through additional add-ons.
| Important | A separate contract between the end-user organization and DocuSign is required to use this integration. A valid DocuSign account must also be set up prior to use. |
A typical use case is as follows:
- A sales representative obtains internal approval and creates a quote PDF.
- The approved PDF is submitted to DocuSign for signature. A DocuSign envelope is created and stored in the DocuSign Envelope Id field on the quote.
- DocuSign sends an email to the quote recipient with a signature request.
- Once the recipient signs the quote, Nextian CPQ will automatically:
- Update quote status to Accepted,
- Close-win the associated opportunity and create an order,
- Attach the signed PDF file to the opportunity.
See DocuSign Integration Settings for DocuSign integration configuration.
