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:

   

4. Additional menu is displayed:

   

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