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  • Configuration
  • Signing documents with Docusign

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  1. Advanced guides
  2. Integrations

Docusign

Electronically sign quotes with DocuSign.

PreviousAvalara AvaTaxNextDropbox Sign

Last updated 5 months ago

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Bunny has a simple, built-in signing mechanism for quotes that is free and works well. The Docusign integration replaces this process with enterprise-grade e-signing and also ensures that all your signed documents are in one place in Docusign.

Configuration

Go to Settings > Plugins and select the Docusign plugin.

Once the plugin is installed, click the gear icon to configure it.

Click Authorize with app to start the authorization process with Docusign.

Sign into your Docusign account and complete the authorization process. When complete, the plugin form will be updated as below.

Signing documents with Docusign

Once the plugin has been configured and enabled, customers will automatically be redirected to Docusign when they click the Accept button on the quote in the portal.

DocuSign plugin
DocuSign plugin configuration
Configured DocuSign plugin