Requesting an e-signature for a generated document

From the Document List, you can use the Review & Sign function to request an e-signature for a generated document from customers.
Note: E-signature is available only when the administrator enables the e-signature preference for your tenant. When this preference is enabled, documents open in Docusign for customer review and signing.
  1. From the navigation bar, select the My Quotes or My Orders tab.
  2. Optionally, you can select a quote or an order from the Home page.
  3. Select a quote or an order to open the Line Details tab.
  4. Click the ellipsis button then Generate Document.
  5. On the Generate Document form, click the View documents button on the bottom of the page to open the Document List.
  6. In the Document List, select the generated document.
  7. Click Review & Sign.
  8. 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.
  9. Click Send for signature.
    Alternatively, click Sign now to sign the document directly in CPQ Enterprise Quoting.