To enable sending a generated quote for signature via DocuSign, which action should you configure?

To enable sending a generated quote for signature via DocuSign, which action should you configure?

• A. DocuSign Envelope Action
• B. DocuSign Signature Action
• C. PDF Action
• D. Email Action

Answer: (A)

Enabling a DocuSign signing workflow starts with creating and sending a signing envelope that contains the quote and defines who signs and in what order. The DocuSign Envelope Action is the component you configure to initiate that envelope in OmniStudio. It lets you specify recipients, signing order, and which documents (the generated quote) are included, kicking off the DocuSign signing process. Generating the PDF alone won’t start signing, since it only creates the document. Email actions can notify people but don’t start the DocuSign signing flow. A DocuSign Signature Action would pertain to a step within the signing process, but without first creating and sending an envelope, there’s no signing workflow to drive.

Enabling a DocuSign signing workflow starts with creating and sending a signing envelope that contains the quote and defines who signs and in what order. The DocuSign Envelope Action is the component you configure to initiate that envelope in OmniStudio. It lets you specify recipients, signing order, and which documents (the generated quote) are included, kicking off the DocuSign signing process.

Generating the PDF alone won’t start signing, since it only creates the document. Email actions can notify people but don’t start the DocuSign signing flow. A DocuSign Signature Action would pertain to a step within the signing process, but without first creating and sending an envelope, there’s no signing workflow to drive.