Sending an estimate through Docusign | Scribe

    Sending an estimate through Docusign

    • Mike Evans |
    • 12 steps |
    • 60 seconds
      1
      From the home page of Docusign press the "start" button to begin.
      2
      By clicking "upload" you can browse your desktop for the estimate we need signed.
      3
      Select the drop down arrow on the "add recipients tab".
      4
      Add customers name and email address and select "needs to sign" on the drop down tab beside the name field.
      5
      You can add a message to the customer in the "add message" field.
      6
      Select envelope type.
      7
      Click "next" to continue.
      8
      This is where you add your fields for the customer to select and sign. From the menu on the left, drag and drop the items we need selected to the designated areas.
      9
      Click here
      10
      Click here
      11
      Review document and click "send".
      12
      You should receive this message if your send was successful.