We help enterprises streamline quotation management with improved traceability and faster reconciliation

Sales personnel are constantly inundated by electronic communication – sales quotations and customer responses being a top priority. Managing their correspondence with prospects while providing adequate oversight to the company can be a daunting exercise.

With digital signature integration, sales agents can integrate the process of quotation generation and customer acceptance from within their ERP, thus streamlining the quotation process.

A solution walkthrough video

Integrating DocuSign with the SAP environment for Quotation process

Key Capabilities

Helping sales agents become more responsive to customers and prospects

SALES AGENT

SALES AGENT

Creates quotation document with customers’ details in SAP and signs it using his/her digital signature within the SAP interface

PROSPECT

PROSPECT

Reviews quotation document received via email and approves by signing on the DocuSign interface, without any intervention from the sales agent

SIGNATURE ACCELERATOR

SIGNATURE ACCELERATOR

Uploads the signed quotation to the original operational documents and reconciles the quotation and the certificate of completion within the ERP

STREAMLINED QUOTATION PROCESS

STREAMLINED QUOTATION PROCESS

Empower sales agents to create end-to-end digital workflows for quotation document generation, approval, and signing within the SAP interface

FASTER APPROVALS

FASTER APPROVALS

Ensure prompt action by prospects for quotation document review and response with easy signoffs using the DocuSign interface

INTEGRATED VERIFICATIONS

INTEGRATED VERIFICATIONS

Track and update quotation document reconciliation and process completion from within the ERP environment with the Signature Accelerator

Benefits

  • Streamlined quotation management across organizational boundaries
  • Faster reconciliation of signed documents with reduced risk of audit loss
  • Eco-friendly sales workflow that eliminates paper-based authorizations
  • Improved traceability and oversight of salesperson’s performance within the centralized ERP system
 

DocuSign® Partnership

In the effort to enable last-mile digitization, RTS has created digital signature accelerators to simplify authorizations in enterprise workflows. This has helped us become a partner of choice for DocuSign® as they expand the coverage of the DocuSign Agreement Cloud to include leading ERP systems.

Talk to our Experts

We collaborate with your IT and Business teams across the journey of implementing digital signature solutions from concept to rollout for a variety of business work flows in an SAP environment.