when sending quote document from iQuote in DocuSign there is an option to select word. can this option please be removed or at least have PDF as the default. We understand the document dose not actually go in word, but it does affect the layout so we would like it removed
Mark Knight
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save minutes of work |
| How many people at your company would benefit from this idea? | Most people (25 + ) |
|
What problem is your idea trying to solve?
sending the wrong document format though DocuSign |
|
Hi Mark,
This is a very Westrac-specific request and therefore would be better handled via the SOW process. If you would like to move forward with this ask, please contact your account executive.