Try RMail PRE-Crime Services – The RSign® service for Nest integration allows Nest users to send quotation documents for electronic signature directly from their Nest client account using the RSign® system. It enables users to automatically receive the signed documents in the corresponding Nest Customer record.
This article covers the following topics:
- Pre-requisites
- Sending documents to be signed
- Signing documents through the RSign® service in Nest
- Saving the signed documents automatically to Nest
Pre-requisites
The RSign® service can only be set up by a Nest system administrator. If the integration has not been set up for your company, please get in touch with your Nest system administrator.
Find out how to set up the service here: RSign – Nest: Setup guide.
Sending documents to be signed
1. Login to the Nest platform.
2. Navigate to the Customer list and select the customer you want to create a Quotation for.
3. Once in the customer record click on the Quotations section on the left panel. You will be redirected to the Customer’s Quotations list.
4. 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.
5. When you finish filling in all the corresponding information for the quotation process in Nest, a document will be generated. In the same step, you can select if the eSignature is required or not.
6. 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.
Signing documents through the RSign® service in Nest
1. The customer receives the quotation URL via email.
2. The customer goes to the quotation URL and the quotation is ready to be signed.
3. By clicking on the Sign and Buy button, the RSign® service is triggered showing the corresponding quotation document.
4. After reviewing and adding the eSignature to the quotation document the customer needs to click on Finish. The following Success pop-up will appear.
5. The customer will then be redirected to the Payment Options section in Nest to continue the process.
Saving the signed documents automatically to Nest
1. Once the signer completes the eSignature process, the signed document is automatically attached to the Customer’s record.
2. By clicking on the eye button, the final signed document will be displayed.
3. The Envelope Data is placed at the end of the final signed document.