Pennylane + SignNow
Update estimate status in Pennylane when new documents are completed in SignNow
Automate your workflow with this streamlined tool that springs into action as soon as a document is completed in SignNow. It efficiently updates the status of your estimate in the Pennylane app, eliminating manual tracking and ensuring you stay on top of your financial estimates. This integration boosts productivity and lets you focus on more strategic tasks in your business.
Automate your workflow with this streamlined tool that springs into action as soon as a document is completed in SignNow. It efficiently updates the status of your estimate in the Pennylane app, eliminating manual tracking and ensuring you stay on top of your financial estimates. This integration boosts productivity and lets you focus on more strategic tasks in your business.
- When this happens...Document Completed
Triggers when all signers have filled in and signed the document.
- automatically do this!Update Estimate Status
Updates Estimate Status.
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Template
Return PDF of DocumentRequired
Return Document HistoryRequired
Return ZIPRequired
Try ItReturn PDF of DocumentRequired
Return Document HistoryRequired
Try ItDocumentRequired
ActionRequired
TemplateRequired
Document NameRequired
FromRequired
CC
Subject
Message
Redirect After Signing
Payment Settings | Merchant Account
Payment Settings | Payer
Payment Settings | Currency
Payment Settings | Payment Amount
On Completion
Line Wrapping
Document Deleted
Triggers when a document has been deleted.
Try ItReturn PDF of DocumentRequired
Return Document HistoryRequired
Try ItTemplateRequired
Document NameRequired
FromRequired
ToRequired
Subject
Message
Redirect After Signing
DocumentRequired
From Email AddressRequired
To Email AddressRequired
Subject
Message
Redirect After Signing