Unlocking Seamless Proposals and Quotes from Board Subitems
Are you on the lookout for a solution that can simplify and elevate your CPQ (Configure, Price, Quote) process, making it smoother and more user-friendly? Just picture the convenience of effortlessly crafting detailed proposals, including perfectly integrated line items, right within your PDF documents.
But there’s more to it – what if you also need a seamless way to generate invoices that not only exude professionalism but also automatically take care of intricate calculations like taxes, totals, and credits?
Well, your search ends here because GetSign holds the solution. With GetSign’s robust capabilities, you can turn these daunting tasks into swift and straightforward processes. This not only saves you precious time but also ensures precision. Bid farewell to the laborious manual work, and welcome the era of streamlined CPQ and invoicing. All of this can be accomplished in just a matter of minutes, thanks to GetSign. Experience the convenience and efficiency of GetSign today!
Choose the workflow that's right for you
Discover the perfect approach for your business needs.
1. Create Templates + Sign Documents
Merge data from my board into documents that need to be regularly signed.
2. Sign Documents
My documents are ready to be signed.
3. Create Templates + Generate Documents
Merge data from my board into documents and save them on my board.
Effortless Document Upload in a Flash
Once you’ve selected your preferred workflow, just click the ‘Upload a New Template’ button – it’s that straightforward! Whether you prefer using an existing document or wish to upload a fresh one, the choice is entirely yours. Experience seamless document management at your fingertips!”
Map columns and get your document ready for signing!
Once you’ve successfully uploaded your initial document, it’s time to map the board email, files, and status columns in the lower section. Additionally, kindly fill in the sender’s name and email address. After saving your changes, we’ll prompt you to verify your sender email address to ensure added protection against spam.
Effortless document customization
To get started, give the “Prepare” button a click, and you’ll be smoothly guided to the GetSign signature builder.
To seamlessly integrate your board’s subitems into the document, just drag and drop the “Line Items” field.
Then, tap on the “Configure Line Item” button to tailor the columns you want to showcase.
Once you’ve personalized your document to your liking, hit “Save” to wrap up the process. We’re here to make it easy for you!
Friendly Reminder:
Please ensure that you’ve got subitem data available to populate your Line Items in the document. It’s a crucial step to make everything work smoothly!
Start sending your document
With all the essential information filled in and signature fields defined, you’re all set to send your document!
Simply click on the “Send” button to initiate the document-sending process. It’s as easy as that!
