Beyond PDFs: How We Built a Custom Quote & Signing System for Faster Sales Before Us: The Client’s Struggle The client’s current quote sharing and signing process was cumbersome. Exporting quotes as PDFs, uploading them to DocuSign, manually marking signature fields, and sharing them with clients was a time-consuming and inefficient workflow. They envisioned a … Continue reading Beyond PDFs: How We Built a Custom Quote & Signing System for Faster Sales