Opportunities & DocuSign

Set Up Your Opportunity Pipelines

• Customize Your Opportunity Pipelines
• Edit Checklists in Opportunities
• Create and Manage Opportunity Tags

Offer Management

• Create an Offer in an Opportunity
• Accept, Reject, or Counter an Offer in an Opportunity
• Share Offers
• Download an Offer Comparison

Compliance

• Get Started with Compliance & Commissions in Command (Agents)
• Utilize Compliance Folder Messaging (Agent)
• Attach Compliance Documents to an Opportunity
• Attach a One-off Compliance Document to an Opportunity
• Submit Compliance Documents to Your Market Center for Approval
• Replace Rejected Documents in an Opportunity and Resubmit to Your Market Center
• Create a New Compliance Document Checklist Version for an Opportunity
• Export Documents from an Opportunity
• Create and Manage Custom Folders for Opportunities

DocuSign FAQs

• Why am I seeing a watermark on my forms in DocuSign?
• How do I get help for DocuSign issues?
• How do I add brokers to my Room in DocuSign?
• Can I connect an existing DocuSign account to Command?
• ZipForms is connected to DocuSign through my association, how do I unlink it?
• How do I connect my zipForm account to my DocuSign?
• Can I delete a single page from a multi-page document in an envelope?
• What if a deal falls through in Command? Can I delete a document from a DocuSign Room?
• Create and Connect Your DocuSign Account in Command
• Create a DocuSign Room for an Opportunity
• Access the DocuSign Room for an Opportunity
• Get Started with DocuSign Rooms
• Add Documents to a DocuSign Room
• Create and Send an Envelope in DocuSign
• Correct an Envelope in DocuSign
• Void (Cancel) an Envelope in DocuSign
• Share Forms Access with Room Members in DocuSign
• Add Forms on Behalf of Someone Else in DocuSign
• Remove a Room Member's Shared Forms Access in DocuSign
• Add Documents to Your DocuSign Room Via Email
• Get Started with Zipforms in DocuSign
• Create and Use Templates in DocuSign
• Dotloop/DocuSign Feature Comparison
• Split a PDF in to Multiple Documents in DocuSign
• Enter and Validate Your NRDS ID in DocuSign
• Update Price in DocuSign
• Change Your Name in DocuSign
• Invite Vendors to a DocuSign Room
• Share Templates in DocuSign (Leadership)
• Change Your DocuSign Email Address
• Edit Your DocuSign Signature
• Edit Templates Shared by Your Market Center
• Set Up In-person Signing for a DocuSign Envelope
• Accommodate Document Signings for Representative Capacity (Power of Attorney, Trustee, etc.)
• How do I request changes to be made for a form?