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Total Records: 950
ID Title Type Of Article
4868 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4867 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4866 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4865 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4864 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4863 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4862 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4861 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4860 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4859 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4858 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4857 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4856 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4855 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4854 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4853 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4852 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4851 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4850 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4849 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4848 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4847 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4846 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4845 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
4844 
Hey Lexi, Tell me about Cheetah PC's.; Category is Sales Support
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Title Using DocuSign for Quotes in Scorpion      
Resolution
Using DocuSign for Quotes in Scorpion
On the Quote Print Screen click the Email PDF
 *This will package the Quote in a PDF and Name if for you
DO NOT Send the email.
Just Right click on the PDF that is created and Save As to the Customer Profile Quotes Directory.
 
 
 
Then you can Close the Email without sending.
 
Go Back to the Quote Print Screen and click the DocuSign Button
 
Login to DocuSign (Your Email and Network Password should log you in. Reset if not)
Once in DocuSign Select "Others To Sign" Option.
Open the Directory where you saved the PDF of the Quote.
Drag and Drop to the DocuSign Window.
Click Next and Scroll to the bottom of the Quote where the Signature Line is.
 
On the Left Side of the DocuSign Window:
 
Click the "Sign" Icon and position over the Signature Line.
Click the "Date" Icon and position over the Date Line.
Click the "Text" Icon and position over the P.O. # Line.
 
Click Next
Add the recipients Name and Email Address and Send.
 
 
Vendor *
Web Link
Date Entered 5/1/2018
You Tube Link
Type Of Article Workflow
Article ID 236


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