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  • Configuration
  • Signing documents with Dropbox Sign
  • Including additional documents to sign

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  1. Advanced guides
  2. Integrations

Dropbox Sign

PreviousDocusignNextHubSpot

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 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.

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 plugin form will be updated as below. Make sure to enable the plugin and then save the configuration.

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.

Dropbox Sign plugin configuration
Dropbox Sign authorization
Fully configured Dropbox Sign plugin
Include additional documents to sign