DocuSign Configuration Guide

Video: How to set up DocuSign with MonetizeNow

Accepting a Manually Signed Quote

Customer Signed Outside of DocuSign – Now What?

Scenario Overview: Sometimes, your customer won’t follow the expected digital signing flow. Even if you sent a quote via DocuSign through MonetizeNow, they might download it, sign it offline or through another eSignature tool, and send it back to you.

The good news? You can still manage billing and downstream actions from inside MonetizeNow, without losing the workflow or having to start from scratch. Here’s how to process this situation step-by-step,

1. Open the Quote in MonetizeNow - Navigate to the quote that was sent out via DocuSign.
2. Retract the eSignature Request - Click the three-dot menu on the quote screen and select “Retract eSign.”
   • This cancels the DocuSign signature request but keeps the quote intact.
3. Edit the Quote Configuration - Enter Edit Mode and toggle off the “eSign Required” option.
4. Re-submit the Quote (without eSign) - Click Send. Since eSign is now off, this step will not re-trigger any email or eSign flow.
   • It simply marks the quote as sent in the system.
5. Manually Accept the Quote - Click Accept on the quote. This is an essential step that updates the quote’s status and enables billing.
   • In the popup that appears, add a short note, something like
     | “Customer signed the quote outside of DocuSign. See attached.”
   • Use the attachment option to upload the signed PDF or relevant file
6. Billing Workflow Continues Normally - Once accepted, the quote will trigger contract creation, billing, and invoicing as usual, just as if it were signed through the official eSign flow.

Here's a quick video walk through of the process