If your contracting process requires additional documents to be signed, you can upload these to your quote in Sequence and get everything signed through a single e-signature. For example, your proposal stage may look like this:
  1. Your prospect asks for a quote.
  2. You create a quote and share it via Sequence.
  3. After a few iterations, your prospect agrees to the pricing.
  4. The next stage requires a mutual service agreement involving several rounds of redlining.
  5. Once everything is agreed, the final MSA can be uploaded to Sequence.
  6. The prospect can sign all documents via a single e-signature.
To upload attachments, go to the sidebar and upload a file. Only PDF documents are supported.
Upload files
View PDFs side-by-side within quotes or billing schedules.
Upload files
The published quote includes an overview of all attached files, available for download.
Upload files
All uploaded documents are included in the e-signature flow, so your customer can sign via a single step.