Docusign
      Back to home
      1. Ad Sales Genius Knowledge Base
      2. Integrations
      3. Docusign

      Sending a Contract via Docusign


      1. The first step is to click Sales using the left-hand navigation menu.

        Screen Shot 2021-08-12 at 10.37.03 AM

      2. Click the Contracts tab to see your contracts and proposals.

        Screen Shot 2021-08-12 at 10.39.58 AM

      3. Click View on the contract that you need to send. This will display the Contract Details Panel.

        Screen Shot 2021-07-27 at 8.58.15 AM

      4. Click the Email button on a proposal that has not yet been marked as Won.

        Screen Shot 2021-09-07 at 8.32.03 AM

      5. Click the Signature Request link.

        Screen Shot 2021-09-07 at 8.33.58 AM

      6. You will be asked to provide the name and email address of the client signing the contract. 
        Screen Shot 2021-07-16 at 1.45.52 PM