How to use DocuSign with your Solatech Focus system

How to use DocuSign with your Solatech Focus system

Summary

While Solatech Focus has a built-in feature to capture signatures on a touch screen device, you can also use your DocuSign account to request a customer signature via email. This knowledgebase article will describe the process.

Note: These instructions require an existing DocuSign account. 

Instructions

  1. While logged into your Focus account, open the Quote, Sale or Order Review page
  2. In the Generate Reports section, select the output that you wish to send to your customer for signature
  3. Click the View Report button
  4. When the document has downloaded, open, and then save the PDF in an easily accessible location on your computer. 
  5. Log into your Docusign account online
  6. Upload the file you saved in step 4 to your DocuSign account
  7. Proceed with the DocuSign email process.

Applies To:

Solatech Focus


    • Related Articles

    • How to Setup and use a Leica Disto X3 laser with your Solatech Focus system

      Summary This article describes how to pair a Disto X3 laser to your Windows or iOS device.  It also describes how to transmit those measurements into your Solatech Focus system.  Instructions for Pairing Windows Turn on your X3 laser (Bluetooth is ...

    • How to use DocuSign with your Solatech SalesPRO system

      SummaryWhile Solatech SalesPRO has a built-in feature to capture signatures on a touch screen device, you can also use your DocuSign account to request a customer signature via email. This knowledgebase article will describe the process.  Note: These ...

    • Connecting your Solatech Focus account to Google Account

      Summary Individual users of Solatech Focus can connect their Focus account to a Google account (including Google Workspace accounts) for integration with Google Email and Calendar. This enables said user to schedule appointments that will be shown on ...

    • How to use the Drop Shipping feature in Solatech Focus

      Summary Typically purchase orders send to vendors through Solatech will be shipped to the company shipping address in your Solatech system. In cases where the shipment should go to an alternate location, Solatech gives users the ability to enter or ...

    • How to use the Replace feature in Solatech Focus

      How to use the Replace feature in Solatech Focus Summary Solatech Focus users have the ability to replace products and/or options quickly on an existing quote or sale. This knowledge base article provides instructions on how to use this feature. ...