I strongly believe any agreement set up in iQuote, should be allowed to be sent using DocuSign, either a sale agreement or an RPO agreement. This needs to be highly considered as an upgrade to the system. Here is a test quote for an RPO agreement and when I try to send to DocuSign it has the drop down features but nothing is loaded. Both documents should be available as options to send via DocuSign.
Hector Catre
I strongly believe any agreement set up in iQuote, should be allowed to be sent using DocuSign, either a sale agreement or an RPO agreement. This needs to be highly considered as an upgrade to the system. Here is a test quote for an RPO agreement and when I try to send to DocuSign it has the drop down features but nothing is loaded. Both documents should be available as options to send via DocuSign.
This is a "must have" at our dealership. Thanks for suggesting the item, Hector.