Docusign

Electronically sign quotes with DocuSign.

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.

DocuSign plugin

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

DocuSign plugin configuration

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.

Configured DocuSign plugin

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.

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