Send multiple quotes in one document and allow a customer to select options and sign with DocuSign.

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 him or her 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.


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