Using DocuSign to approve B2B SaaS quotes
The Growth Challenge
As SaaS businesses scale, they initially operate with three standard pricing tiers. However, as they mature and attract diverse customers, the need for custom quotes becomes inevitable — perhaps it’s a plan in between small and medium but has an increased usage limit for specialized use cases.
Understanding CPQ Software
Configure Price Quote (CPQ) software streamlines the custom quoting process through three core functions:
- Configuration: Sales teams can build complex product configurations with validated selections, reducing errors and accelerating quote creation
- Pricing: Real-time pricing calculations based on selections, including discounts, ensure accuracy and profitability
- Quotes: Professional documents with product details, pricing, terms, and branding can be delivered via email, PDF, or portals
The DocuSign Integration
Bunny’s platform offers integrated CPQ alongside its billing system. The standard flow allows prospects to review and accept quotes through a branded portal. With DocuSign integration enabled, prospects who click accept are redirected to DocuSign for signature capture. The signed quote is then saved in your DocuSign account and the quote in Bunny is updated.
CPQ Industry Context
The CPQ category has historically suffered from outdated, cumbersome software. Bunny addresses these pain points with a modern, user-friendly interface enhanced by integrations like DocuSign.
