Pennylane + SignNow + Formatter by Zapier
Upload documents and invite signatures in SignNow with new estimates in Pennylane
Looking to streamline your document workflows? With this Zap in place, when a new quotation is created in Pennylane, you will upload it and send it automatically to your customer for an electronic signature.
Looking to streamline your document workflows? With this Zap in place, when a new quotation is created in Pennylane, you will upload it and send it automatically to your customer for an electronic signature.
- When this happens...New Estimate
Triggers when a new estimate is created or when an estimate matches the filter.
- automatically do this...Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
- then do this...Upload Document
Uploads a new document.
- then do this!Invite to Sign
Sends an email with the invite to sign a document. NOTE: Use this action only for signing simple documents without fields and roles.
- Free forever for core features
- 14 day trial for premium features & apps
About Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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About SignNow
SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.
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About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.