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Opserly Documentation

Step-by-step guides for every module — from your first login to invoicing, field jobs, workflows, and reporting.

Send a quote for e-signature

Build a quote, route internal approval, and send via DocuSign.

Quotes support catalog line items, discounts, and tax codes.

Send a quote for e-signature
  1. 1

    Open Quotes → New

    Select customer and add line items from the product catalog or free-form rows.

  2. 2

    Internal approval

    Submit through workflow if required by your organization.

  3. 3

    Send for signature

    Send via DocuSign — status updates when the customer signs.

Convert a signed quote →