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Create an Opportunity, Create Your Docusign Room, Add Docs to the Room, Add New Offer, and Generate Offer Comparison
John-Paul Helk
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0 step
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4 minutes
Kw
Docusign
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Navigate to [https://agent.kw.com/command](https://agent.kw.com/command)
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Go to the Opportunities Applet.
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Click "Create Opportunity"
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Select your opportunity type
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Type your client's name, then either select them from your contact or click "Add New Contact"
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If adding new contact, enter client email address and phone number
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If known, add the property address to the Opportunity Name
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Enter the estimated closing date
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Add your Commission Rate
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Click "Create"
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Go to the "Documents" tab
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Click "Start a Transaction".
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Log in to Docusign
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Click "Add" and select Docusign Forms
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Select the appropriate library and search for the documents you need
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Select the documents you need and click "Add Selected"
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Navigate back to the tab with Command and click "Pick checklist type" then select the correct checklist
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Go to "Offers & Commissions" tab, then click "Add New Offer"
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Name the offer and click "Create Offer"
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Click "Parties"
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