So, you’ve spent weeks nurturing the lead. You’ve expertly handled negotiations, perfectly tailored the pricing structure on your Cloud Quote dashboard, and gotten the verbal “yes.” But the moment the documentation hits the traditional email-and-printer bottleneck, your sales momentum grinds to a sudden halt.
At Cloud Quote, we’re always looking for ways to make your life easier. We know documents get lost in cluttered download folders, printers run out of ink, and scanners crop pages incorrectly. Meanwhile, your client is considering a competitor whose documentation process is faster. And because we know the hassle, we’ve decided to spare your energy…
Meet the new DocuSign Integration Module for Cloud Quote! Simply connect your existing DocuSign account to our Integration Module, and we handle the rest.
By turning on this integration, you can easily send your paperwork into a DocuSign workflow to sign documents digitally. Save your ink (and your time!) when closing deals.
Closing the loop in your paperwork
This feature isn’t just a simple add-on; it’s a fundamental shift in how your sales engine operates. By integrating the DocuSign Integration Module to sign your documents digitally, we’ve eliminated manual paperwork. This option allows you to send documents generated from Cloud Quote directly into a client’s DocuSign workflow. Once the e-signing process is complete, the documents automatically sync back to Cloud Quote for secure, centralised storage.
Now, you can move from “I’ll sign it later” to signing in minutes.
Sign Documents Digitally, hassle-free
Whether you need to issue quotes, rental and service agreements, credit applications, sales agreements, or Custom Deal Pack documentation, the process is seamless. Cloud Quote automatically bundles your necessary files and sends them directly to your client’s DocuSign.
No more paper trails and jumping between browser tabs. Your entire sales lifecycle, from conceptualisation to legally binding execution, now lives under a secure digital roof.
If it’s generated on Cloud Quote, your clients can digitally sign documents from any device, anywhere.
Why every minute counts
In modern B2B sales, time is your most precious asset. Your proposal isn’t finished when it’s sent; it’s finished when it’s signed. Deals shouldn’t stall out because documents are bouncing back and forth in an administrative email chain.
When a client is ready to commit, the friction to finalise that commitment must be eliminated as much as possible. Electronic document signing helps your business capture decisions while interest is fresh. DocuSign gives your clients the power to execute contracts instantly, and that’s more money in your pocket.
Automated tracking
Unlike many systems used to sign documents digitally, you can stay in the loop during every stage of the deal. A complete audit trail of the e-signing process is available not only in DocuSign but is also reflected and stored within Cloud Quote. And from time to time, we all get safety anxiety, worrying about who can access our private data. Cloud Quote automatically saves your paperwork against the deal. No need to re-upload or organise the signed files.
With the fewer steps required to close deals when DocuSign is activated, clients will remember how easy it was to do business with you.
Predict the future
We’re only human, and sometimes things slip our minds. When you are forced to juggle prospecting, pitching, and closing, long-term contract management is easily overlooked. Unfortunately, when a signed contract slips your mind, it directly impacts your bottom line. When your clients can sign documents digitally, you’re already ahead. But we ensure you stay ahead by tracking the future of your deals.
DocuSign gives you one less administrative task to worry about, as you can now set optional contract review reminders to cue renewals and follow-ups seamlessly. So, no matter how chaotic the month becomes, you won’t miss a chance to retain a client.
How to enable DocuSign
Bringing DocuSign into your quoting ecosystem is the ultimate step toward a frictionless sales cycle. Want to see exactly how smooth the hand-off is? Watch our quick video tutorial to see how easy it is to sign documents digitally using the new integration workflow:
Watch our tutorial here: Cloud Quote DocuSign Electronic Signature Tutorial
To turn on this integration module and discover our other platform integrations, simply reach out to the Cloud Quote team.
Our dedicated support team is here to guide you through the initial setup, helping you connect your systems, so your sales engine runs on autopilot.
This is what easy business looks like. Take your sales process one step further with DocuSign Integration, supported by Cloud Quote.
Cloud Quote continues to evolve alongside your business. As always, our mission is to deliver smarter, faster, easier quoting tools that free your team to focus on what they do best.