Viewing quotes

How customers view a shared quote in the Bunny portal, download it as a PDF and sign it with Bunny Sign, DocuSign, PandaDoc or Dropbox Sign.

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.

You can customize this email message via Workflows > Quotes.

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.

Quote displayed in the customer portal with line items and totals, and Download and Start signing buttons

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.

Bunny Sign Document acceptance dialog with Type signature and Draw signature options and a Save signature button

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.

Signing complete page showing the signed quote with the signer name, signature and date

The signing process can also include capturing Tax ID and purchase number if enabled on the invoice template used by the account.