Viewing quotes
When you share a quote with a customer, the customer contact will receive an email with a link that brings up the quote in the portal.
When the customer clicks the email link, they are presented with the quote inside the portal. Here they can download the quote as a PDF and start the signing process.
Bunny supports signing via Docusign, PandaDoc, Dropbox Sign and Bunny Sign, Bunny's own, free e-signing option. Every signing solution has a slightly different flow, and the Start signing button will initiate it.
Bunny Sign takes the user directly to the signing page. If there are multiple signers, they will be notified by email.
Once every one has signed the quote, the final PDF will be generated, the quote will transition to accepted and the account owner in Bunny will be notified.
The signing process can also include capturing Tax ID and purchase number if enabled on the invoice template used by the account.
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