Dropbox Sign
Bunny has a simple, built-in signing mechanism for quotes that is free and works well. The Dropbox Sign integration replaces this process with enterprise-grade e-signing and also ensures that all your signed documents are in one place in Dropbox Sign.
Configuration
Go to Settings > Integrations and select the Dropbox Sign integration.
Click Connect to to start the authorization process with Dropbox Sign.
Sign into your Dropbox Sign account and complete the authorization process. When complete, the integration form will be updated as below. Make sure to enable the integration and then save the configuration.
Signing documents with Dropbox Sign
Once the integration has been configured and enabled, customers will automatically be redirected to Dropbox Sign when they click the Accept button on the quote in the portal.
Including additional documents to sign
In some cases you may need to have your prospect also sign a contract or master services agreement. You can attach these files to the quote in Bunny as documents and they will automatically be bundled into Dropbox Sign for signing with the quote.
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