Set up Contracts

Upon onboarding with EasyQuote, you (the organization) receive a Google Drive link to upload documents and contracts. Subsequently, these documents are organized and uploaded to DocuSign according to the specified template. The EasyQuote team utilizes the DocuSign ID, and name to map the documents and synchronize their data within the platform. The following steps outline the process of mapping the documents to set up your contracts for E-signing.

Follow the steps below to set up contracts

Step 1: Locate “Database” on the Dashboard and click  “Additional”

Step 2: Select “Document Template” 

Step 3: Click “Create” on the top right corner

Step 4: Add the name, DocuSign ID, and State and fill up the necessary fields on the page

Additional Information:

When you choose the "Default" option from the state list, all states will be assigned the same document template.

Step 5: Click on the “Create” button to create a new document template

Step 6:  Select your document template and click on the “three vertical dots” option to select “Detail”

Step 7: Scroll down to find the Stampers Field section and click on Sync Data. All data associated with the Docusign ID will now be mapped to this new template

Step 8: Make sure that the Mapped labels are matched with the correct Associated Fields