eSign

The eSign capability automates the collection of signatures from both your prospect/customer and your company’s signing contact, eliminating manual paperwork and speeding up deal closure.

More information about each is available in the Integrations section.

Using eSign on a Quote

To enable eSign on a quote, ensure the following steps are completed:

1. MonetizeNow is connected to an eSign provider.
2. eSign is enabled on the quote.
3. A signer is selected from the prospect/customer.
4. A signer is selected from your company.
5. A sending preference is specified:
   1. Send to signers individually (sequentially), or
   2. Send to signers simultaneously.
   
   

eSign Options

All eSign configuration options are available from the eSign drawer on a quote.:

These are:

1. Signing Order Control the order in which your company and the customer sign the document.
2. One-Sided Signature Collect signatures only from the customer (no internal signature required).
3. CC Recipients Add one or more contacts as CC recipients who receive a copy of the eSign email but are not required to sign.
4. Multiple External Signers Add multiple external (customer-side) signers to the same document.