Learn how to quickly share a PDF export to DocuSign in just a few clicks.
Follow these short steps:
1. Install the DocuSign App from the App Store
2. Generate a Proposal PDF in ArcSite using the "Export" button in Estimate
3. Tap on the Share Button
4. If the DocuSign App is Installed, it should be a quick share option in the share menu. If you do not see DocuSign as an option, you may need to restart the app or follow Apple's instructions on how to customize sharing options.
5. Wait for the document to upload, then follow the workflow within DocuSign to add signatures and send it to your customer.
