Streamline your document workflows by installing the altaFlow bundle. It allows you easily request e-signatures for quotes, invoices, and offers directly within NetSuite, eliminating the need to switch platforms.
To set up this integration, follow the steps below:
1.Log in to your NetSuite account.
2.Go to Customization > SuiteBundler > Search & Install Bundles > List.
3. Click New.
4.In the search field, type altaFlow and hit Enter. Select altaFlow from the list.
5.Click Install. The Installation process may take several minutes. You will receive an email notification when the installation is completed.