Make Docusigned documents, that are currently visble in iQuote, automatically available in the Documents section of the deal in COTI
Peter Le Mare
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save hours of work |
| How many people at your company would benefit from this idea? | A Team or Group of People(5-25) |
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What problem is your idea trying to solve?
For most dealers. COTI is the repository for all documents associated with a deal. Making this change to automatically bring signed documents from iQuote into COTI would eliminate the manual steps to do this, and will ensure the COTI documents section is always complete and accurate.
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Hi everybody, thank you for voting on this item. I'm happy to inform you that this is on track to arrive in production with the next release, currently scheduled for Feb 20. You should see this in your sandboxes today.