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A company wants to allow agents to send customers a quote for signature. The quote is a documentscreated using a DocuSign template that has been prefilled with all of the quote details. The document will be emailed to one or more recipients for signature.
How should a developer configure this functionality in an OmniScript?
Suggested Answer: A
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21 comments · newest first
WI
Wilford
1 month ago
Exactly, A is the way to go for efficiency.
BE
Bernardine
2 months ago
Right, we need something specific for DocuSign.
CA
Catina
2 months ago
I feel like D is too general for this task.
NI
Nieves
2 months ago
C could work too, but A seems more straightforward.
WI
Wilford
2 months ago
I agree, A makes sense. It’s all about the envelope.
BE
Bernardine
2 months ago
I think A is the best choice. It directly relates to sending quotes.
TA
Tanja
2 months ago
Overall, A is the most logical option. It covers the whole process.
PO
Portia
3 months ago
B seems irrelevant here. We need actions related to signatures.
MA
Maxima
3 months ago
I feel like D is too general. We need something specific for DocuSign.
AM
Amie
3 months ago
C could work too, but A seems more straightforward for this task.
GI
Gilma
3 months ago
I agree, A makes sense. It’s about creating an envelope for signatures.
NG
Ngoc
3 months ago
I think A is the best choice. It directly relates to sending quotes.
NE
Nettie
4 months ago
Not sure if A) is the best choice, seems too simple.
LO
Lonna
4 months ago
Wait, can you really send multiple recipients in one go?
SI
Sina
4 months ago
You need to set up the envelope before sending for signatures.
FR
Franklyn
5 months ago
I think C) DocuSign Signature Action makes more sense.
ES
Esteban
6 months ago
A) DocuSign Envelope Action is the way to go!
TA
Talia
6 months ago
I’m a bit confused about the difference between the DocuSign Envelope Action and the DocuSign Signature Action. I wish I had reviewed that part more thoroughly.
FR
Freeman
6 months ago
I feel like the Email Action could be relevant here, but it seems more like a supporting action rather than the main one needed for sending the quote.
LA
Lavina
6 months ago
I remember practicing a similar question where we had to configure document sending, and I think the DocuSign Signature Action was involved.
MA
Marcelle
7 months ago
I think we might need to use the DocuSign Envelope Action, but I'm not entirely sure if that's the right choice for sending quotes.