EchoSign Proposal Report

Details

This page will demonstrate running the additional report "EchoSign Proposal Report" as described in this blog post. It will also show you how you can add the "template" subreports to a custom report of your choosing.

1. Download and import the attached file. The main report is named "Proposal with Images - EchoSign" and there are also two subreports named "EchoSign Signature Lines" and "EchoSign Payment Acceptance" that will be imported.
2. Watch the video below to see how run the report and how to create your own reports using the subreports.

​Video