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Creating Fixed Quotes with Line Items and Sending via DocuSign

Summary

This article explains how the document merge tool can create fixed quotes with defined line items and send them via DocuSign.

Creating Fixed Quotes with Defined Line Items

The document merge tool allows users to create quotes based on a set number of line items and their amounts. This functionality is particularly useful for businesses that have fixed pricing for their products.

Steps to Create a Quote

  1. Select Products: Sales team members can choose the desired product from the available options.
  2. Generate Quote: Once the product is selected, the document merge tool will generate a quote that includes the defined line items.
  3. Send via DocuSign: After the quote is created, it can be sent directly through DocuSign for signature.

Conclusion

The document merge tool effectively supports the creation of fixed quotes with specified line items and facilitates sending these quotes via DocuSign, streamlining the sales process for teams.