Set up PDF document signers

Sales operations specialists can set up signers in Quote Management so that PDF quotes can be sent to either internal and external signers for review and signatures.

Before you begin

Role required: sales_operations_specialists

About this task

Contacts listed in the account for a quote can be external signers. The email listed with the contact is used to send the PDF.

Internal signers are all the users that have either sales_agent or sales_ops_specialist roles.

To assign roles for internal users, see .

Procedure

1. Navigate to All > Customer Service > Accounts and select New to create an account or select an existing account to add contacts.

2. For a new account, fill in the account information and select Save.

3. Add a contact to an existing account by selecting the account and opening the Contact tab.

4. Select New.

5. Fill in the information for the new contact.

6. Select Save.

   When the quote is created and the account selected, the contacts in the account are available as signers for the PDF documents. The email associated with the contact is used to send the PDF document.