GPM_California

My Stuff

Comments

Thanks, Lyka George

in How to add documents to order, fill with customer data, and have customer sign with DocuSign Comment by GPM_California Jul 6, 2023 4:19AM
Here's a screen capture. The sales order gets approved by the customer with DocuSign. We need to add more documents to be filled with customer data and DocuSigned. I see Create New, but it's not clear to me if that's where it would happen or how it would work.

in How to add documents to order, fill with customer data, and have customer sign with DocuSign Comment by GPM_California Jun 30, 2023 3:37PM