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ReportCan anyone provide the best solution for this following scenario:
Currently we are using docusign to get signatures from our clients on the final quotation, i am looking to make my sales representative life easier,
1) How can we get a quote signed within the crm and send an email of that copy to the client.
2) If we use pen control, and get the signature within the quote form and send the document through mail merge, will the signature appear in the mail merge document.
Currently, i want my sales reps to edit the document at the final stage, and those changes must be reflected back in the crm quote form and get the signature then and there instead of sending those to the client's email, can this be possible.
Respond with your suggestions.
Thank you.
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