CPQ
September 11, 2024
Attach documents to quotes
We’re excited to introduce quote attachments to Sequence CPQ. You can now upload additional PDFs such as MSAs or special terms directly to your quotes and get everything signed through one single e-signature.
With this enhancement:
- Centralized document management: Buyers can view all relevant documents, including the quote and any attached PDFs, in one place.
- Seamless e-signature integration: Uploaded files are automatically pushed to Dropbox Sign and included in the e-signature process, ensuring that all required documents are signed in one go.
- Faster contracting process: Make it faster and easier to close deals with everything neatly packaged in a single flow, instead of endless exchanges in email changes and multiple e-signatures.
This new functionality is designed to save time, reduce friction in the sales process, and provide a more professional experience for both you and your buyers.
Shipped by
Daniel Meechan
Becky Fulton
Adam Hutchinson