DocuSign: How to send a revised document when an existing document is out for signature
This process locks down DocuSign so that only one document is out for customer signature at a time.
If you need to send an revised document, follow the process below.
Verify document is out to the customer
Click the dropdown menu ...
Creating a Custom SOW
This article provides instructions on how to create a custom Statement of Work (SOW).
Navigate to the Quote queue
From the Quote queue, click the quote associated with the customer
Edit the Quote
Click the ...
Non Auto Renewal Field
Follow this process to select contracts to not auto-renew.
Navigate to desired quote
Scroll down to the Information section, click Edit Non Auto Renewal
Click the Non Auto Renewal box; click Save and close the o...
MSA & Document Field Changes
Field changes
Object
Label
Change
Opportunity
Project Description
Rich text field from standard text field
New Quote
Subscription Term Years
...
How to Quote a Transfer Fee
Use this process when a customer acquires a new company. We will need to apply a transfer fee based off their MSA. NOTE : The customer must have agreed upon language in their MSA for transfer fees.
Create amendment opportunity
...