Configure DocuSign for PDF documents

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Quote operations specialists can configure PDF documents to work with Docusign to enable customers to sign PDF documents electronically.

    Role required: quote_operations_specialist

    Link quote PDF documents to Docusign

    Sales operation specialists can link quote PDF documents to Docusign so that signers can sign documents electronically. The following links explain how to link PDF documents to Docusign: