RSign for Nest Macaw

How it Works:

To send quotations documents for eSignature from your Nest Macaw interface, follow these steps:

1. Navigate to the Customer list and select the customer you want to create a Quotation for.
2. Once in the customer record click on the Quotations section on the left panel. You will be redirected to the Customer’s Quotations list.
3. By clicking on the New Retail Quotation button, you will start a new Customer’s quotation record. From this point, you will need to complete all the necessary information for the new quote.
4. If the eSign Required is set as Required, as in the previous screenshot, the following pop-up will appear after clicking on the Finalize Quote & Pay button. This indicates that the Quotation document was sent for eSignature.
5. The customer receives the quotation URL via email.
6. The customer goes to the quotation URL and the quotation is ready to be signed.
7. By clicking on the Sign and Buy button, the RSign® service is triggered showing the corresponding quotation document.
8. After reviewing and adding the eSignature to the quotation document the customer needs to click on Finish. The following Success pop-up will appear.
9. The customer will then be redirected to the Payment Options section in Nest to continue the process.
10. Once the signer completes the eSignature process, the signed document is automatically attached to the Customer’s record.
11. By clicking on the eye button, the final signed document will be displayed.
12. The Envelope Data is placed at the end of the final signed document.

With RSign for Nest Macaw, you gain a seamless eSignature solution that integrates effortlessly with your Nest Macaw platform. Simplify quotation processes and streamline eSignature workflows, ensuring digital transformation and operational efficiency.

Don’t miss out on the benefits of RSign for Nest Macaw—get started today!

Get Started 

Enabling the RSign for Nest Macaw Integration

Setup Guide
User Guide

Getting Started with RSign