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 > Plugins and select the Dropbox Sign plugin.

Dropbox Sign plugin configuration

Click Connect to to start the authorization process with Dropbox Sign.

Dropbox Sign authorization

Sign into your Dropbox Sign account and complete the authorization process. When complete, the plugin form will be updated as below. Make sure to enable the plugin and then save the configuration.

Fully configured Dropbox Sign plugin

Signing documents with Dropbox Sign

Once the plugin 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.

Include additional documents to sign

Last updated

Was this helpful?