5523 Indian Trail Fairview Rd.
Indian Trail, NC 28079
Hello, Rich Cincotta!
Client:
X
Quote No:
X
Home
About
Log Out
Clients
Client List
Client Add
Leads / Quotes
Proposals
Settings
Application Settings
Proposal Templates
Create Proposal from a Template
Item Descriptions
Upload Documents
Rich Cincotta, before being able to send your first proposal, please click here to give your consent for DocuSign to send documents from your DocuSign account.
Activate Consent
Custom Docusign Form Upload
Short Code
Customer Full Name:
\n1\
Copy Text
Address:
\*Address
Copy Text
City:
\*City
Copy Text
State:
\*State
Copy Text
Zip Code:
\*ZipCode
Copy Text
Initial:
\i1\
Copy Text
Optional Initial:
\\oi1\\
Copy Text
Signature:
\s1\
Copy Text
Optional Signature:
\\os1\\
Copy Text
ServMan Quote #:
\*QuoteNo
Copy Text
Date:
\d1\
Copy Text
Proposal Name:
\*ProposalName
Copy Text
Order Total:
\*OrderTotal
Copy Text
Order Email:
\*OrderEmail
Copy Text
Order Phone:
\*OrderPhone
Copy Text
Billing Contact:
\*BillCompany
Copy Text
Billing Address1:
\*BillAddr1
Copy Text
Billing Address2:
\*BillAddr2
Copy Text
Billing City:
\*BillCity
Copy Text
Billing State:
\*BillState
Copy Text
Billing Zipcode:
\*BillZip
Copy Text
Notes 1:
\*FormNotes1
Copy Text
Notes 2:
\*FormNotes2
Copy Text
Sample Document
To create your custom DocuSign form you'll need to edit your documents in Adobe Acrobat, Microsoft Word or any other document editing software.
To start have your document open and copy the shortcode from SalePro and then paste into your document on the same line of the responding content as the above demo. After completing this task you now need to color all shortcode to white as the example below, before uploading your document to SalesPro.
Upload to DocuSign Folder
Document(s) in DocuSign Folder
No Documents
Delete
Session Idle:
seconds.
be073951-d0e0-4a15-8aa5-c9c838a05815
Notice
Your Session will expire in
seconds.