Tubes sends quotations and other documents for digital signing through DocuSign or DocuSeal. Signed documents are returned to the project file.

Connect

An administrator connects one of the two under Integrations:

  • DocuSign: choose Connect and authorise Tubes in your DocuSign account. Tubes receives a message from DocuSign when a document is signed.
  • DocuSeal: enter the connection details of your DocuSeal account.

Digital signing is an optional feature; ask Tubes if it is not on your plan.

Sign a quotation

  1. Open the quotation and switch Signing on. The button shows "Signing required" when it is on.
  2. Add the signers: the client contact, and your own signer if the quotation is countersigned.
  3. Choose Send via DocuSign (or the DocuSeal equivalent). The signers receive the document by email from the signing service.
  4. When everyone has signed, the quotation status becomes Signed and the signed PDF is attached to the project.

Budget and project signers

Budgets and projects can carry signers too, for internal sign-off. See Budget approval and signers.