Background
If you're using the Quotes module in Younium, you can also activate the Scrive connector.
You need a Scrive account in order to be able to use the connector.
Scope
The Scrive connector gives you the ability to no only download a quote or send the quote as an email to the prospect, but also to initiate an e-signing process.
Get Started
To get started with the Scrive connector, go to Settings, Integrations, and Scrive.
Press Get Started and then simply enter your Scrive login credentials and press Connect.
Using the connector
When you're done working with a quote and press Quote Documents, you'll see that there's a new option Send to Scrive, and when you press the Send to Scrive button, an e-sign process with the quote document as a pdf will be initiated with Scrive eSign Go.
When the document is signed, you can then as ususal convert the quote to an order draft.
