Identify the document being accepted
Docusign eSignature provides electronic signing and agreement workflows. A pergola sales process first needs the product specification, priced scope and recipients that belong in the document. Decide which system prepares those contents and which handles sending, signing and returned status.
Revise a proposal while signature is pending
Send a proposal for a pergola with screens, then have the customer request glazing instead. In the proposed workflow, inspect how the original signing request is superseded and how the replacement document identifies the new specification and amount. Test a delayed completion notification for the original request and confirm which proposal the sales record treats as accepted.
Define what happens after completion
For a Configurix quotation project using Docusign, request the document handoff and status handling as explicit deliverables. Include expired requests, declines and repeated notifications. Map acceptance to the next action your business requires, such as a payment request or site review, with the accepted document and product revision attached.
Implementation checklist
- Document and product revision linked
- Old signing request superseded
- Delayed status handled
- Next action uses accepted scope