Requesting e-signatures for generated documents

You can use the Review & Sign feature to request e-signatures for generated documents from customers.

E-signatures are available only when the e-signature preference is enabled by the administrator for your tenant. When the feature is enabled, documents open in Docusign for customer review and signing.

From the Document List or Generate Document page, select the Review & Sign button to open the Request E-Signature dialog box.

From the dialog box, you can choose Send for signature to send the document by email or Sign now to request customer review and signatures directly in CPQ Enterprise Quoting.

Sending documents for review and signature by email

You can request e-signatures for generated documents through email. Customers receive an email notification with a link to Docusign, where they can review and sign the document.
  1. Open the quote or order that contains a generated document.
  2. Click More... > Documents.
  3. In the Document List, select the generated document.
  4. Click Review & Sign.
  5. Specify this information:
    Name
    Specify the name of the customer.
    To
    Specify the email address of the customer.
    Subject
    Specify the quote or order number.
    Message
    Optionally, provide a message for the review and signature request.
  6. Click Send for signature.

Requesting direct signatures for documents

Customers can review and sign generated documents directly in CPQ Enterprise Quoting through Docusign. Customers can complete the review and signing process without accessing a separate email signature request.

  1. Open the quote or order that contains a generated document.
  2. Click More... > Documents.
  3. In the Document List, select the generated document.
  4. Click Review & Sign.
  5. Optionally, specify this information:
    Name
    Specify the name of the customer.
    To
    Specify the email address of the customer.
    Subject
    Specify the quote or order number.
    Message
    Provide a message for the review and signature request.
  6. Click Sign now.

Tracking document signing statuses

After you request a customer signature, you can track the signing progress of generated documents from the Signing Status column in the Document List.

When a customer reviews the document, it opens in Docusign for signing. The Signing Status column updates throughout the review and signing process to reflect the current status of the document.

This table shows the document signing statuses:
Status Description
In Progress The customer is reviewing the document.
Completed The customer completed reviewing and signing the document. You receive a completion email with the signed document.
Declined The customer refused to sign the document in Docusign. You receive an email notification of the document without a signature.
Expired The associated quote or order is expired. The expiration date is specified by the administrator on the Application Preferences page. The customer can no longer sign the document.
Voided The signature request is voided because the associated quote or order is updated to a status that ends the transaction.

For quotes, the statuses are Lost, Abandoned, Closed, and Ordered. For orders, the statuses are Review Errors, In Review, and Submitted. The customer can no longer sign the document.
Delivery Failed The document was not delivered. Delivery may fail if the inbox of the recipient is full or the email address is invalid.
Note: If the document has multiple recipients, the signing status shows In Progress when at least one recipient is valid.