In Payment Products, it would be ideal to have a confirmation window after the user clicks "Apply". Users commonly expect there to be a confirmation screen, and after hitting Apply weren't necessarily ready for the DocuSign to send to the signatory.
(This has happened to myself & iGrafx.)
In iGrafx's case, the user who hit apply is not the signatory so they had to notify the signatory (CFO).
Client / Prospects AWAITING (internal only) | Igrafx |