V12 Calms - Dealer How To Guide - Flipbook - Page 19
How to Search for a
Quote or Proposal ctd.
A copy of the documents will be shown as a PDF in a separate tab. Select “Print”
Document Production and Signing
Select the signing method “Sign Now” for eSign or “Switch to Paper” for paper
documents.
If you select “Sign Now”, this will take you to the two eSign options.
If the customer is on site, follow the Sign on Site option. Select “Sign On
Site”. If the customer is not on site use the “Sign Remotely” option.
If you are using ‘Switch to Paper’ you can print a copy of the documents by
selecting “All” under current and select “Generate”.
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