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Conga Support

DocuSign: Sending Multiple Quotes

Follow these steps to add multiple quotes within a document:

  1. Add your quotes within the Table of Contents of your document
  2. Click on the Wheel icon located to the right of a quote
  3. Select Edit Properties. A Page Properties window appears
  4. Click Allow Acceptance with Overall Proposal Agreement underneath the Acceptance header
  5. Ensure that the Include this content with the e-signature button is also selected
  6. Click Save
  7. Repeat steps 2 through 6 with any additional quotes that you are adding to your document

Publishing and sending a document to a client gives them the ability to accept your quote(s) from within the proposal by choosing a quote from the Table of Contents—or after clicking the Sign/Accept button.