Preparing Quote Templates for DocuSign

The following annotations can be added to quote PDF templates to determine DocuSign signature fields placements (see this section on working with DocuSign).

AnnotationMeaning
DocuSignFullNameFull name of the signatory (by default this company name).
DocuSignSignatureDigital signature placement.
DocuSignTitleSignatory title (e.g., CEO).
DocuSignFullNameOutput where DocuSign will place signature date.
ImportantIf the annotations are not present, the recipient can choose where to place the signature.

A sample signature section 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>
Was this page helpful?