Pennylane + SignNow

Upload new Pennylane estimates as documents in SignNow

Ensure your documents are readily prepared as soon as a new estimate is generated in Pennylane with this convenient workflow. When you create an estimate in Pennylane, this process takes over to swiftly upload a corresponding document in SignNow. Streamline your operations, remove the hassle of manual file transfers, and get quicker approvals with this Pennylane to SignNow workflow.

When this happens...
New Estimate
Triggers when a new estimate is created or when an estimate matches the filter.
TriggerScheduled
automatically do this!
Upload Document
Uploads a new document.
ActionWrite

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Supported triggers and actions

- State filter
- Customer identifier filter
Trigger
Scheduled
Try It
- State filter
- Source filter
- Customer identifier filter
Trigger
Scheduled
Try It
New Product
Triggers when a new product is created.
Trigger
Scheduled
Try It
- Customer type (company or individual)Required
Action
Write
Create Estimate
Creates a new estimate.
Action
Write

- Existing invoice identifierRequired
Action
Write
- Customer IdentifierRequired
Action
Write

Update Billing Subscription
Updates Billing Subscription.
Action
Write
- Template
- Return PDF of DocumentRequired
- Return Document HistoryRequired
- Return ZIPRequired
Trigger
Instant
Try It
- Return PDF of DocumentRequired
- Return Document HistoryRequired
Trigger
Instant
Try It
- DocumentRequired
- ActionRequired
Action
Write
- 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
Action
Write
- FileRequired
- Document Name
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
- State filter
- Customer identifier filter
Trigger
Scheduled
Try It
Create Billing Subscription
Creates a new billing subscription.
Action
Write
Create Customer Invoice
Creates a new customer invoice.
Action
Write
- Product labelRequired
- Product description
- Product VAT rateRequired
- Product price (including taxes)Required
- Product unitRequired
- Product currencyRequired
- Product reference
- Product identifier
- Product substance
Action
Write
- Existing estimate identifierRequired
Action
Write
- Product identifierRequired
- Product label
- Product description
- Product VAT rate
- Product price (including taxes)
- Product unit
- Product currency
- Product reference
- Product substance
Action
Write
- Existing estimate identifierRequired
- Estimate statusRequired
Action
Write
Document Deleted
Triggers when a document has been deleted.
Trigger
Instant
Try It
- Return PDF of DocumentRequired
- Return Document HistoryRequired
Trigger
Instant
Try It
- TemplateRequired
- Document NameRequired
- FromRequired
- ToRequired
- Subject
- Message
- Redirect After Signing
Action
Write
- DocumentRequired
- From Email AddressRequired
- To Email AddressRequired
- Subject
- Message
- Redirect After Signing
Action
Write
- FileRequired
- Document Name
Action
Write

About Pennylane

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.

Related categories

Accounting

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.

Related categories

Signatures

Related Zap Templates

Upload documents and invite signatures in SignNow with new estimates in Pennylane

Update estimate statuses in Pennylane when new documents complete in SignNow

Update estimate status in Pennylane when new documents are completed in SignNow

Pennylane + SignNow

Upload new Pennylane estimates as documents in SignNow

Supported triggers and actions

New Billing Subscription

New Customer Invoice

New Product

Create Customer

Create Estimate

Retrieve Customer Invoice

Update Customer

Update Billing Subscription

Document Completed

Document Updated

Cancel Invite to Sign and Delete Document

Create Document From Template & Send Role-Based Invite

Upload Document

API Request (Beta)

New Customer

New Estimate

Create Billing Subscription

Create Customer Invoice

Create Product

Retrieve Estimate

Update Product

Update Estimate Status

Document Deleted

New Document

Create Document From Template & Send Free Form Invite

Invite to Sign

Upload Document & Extract Fields

About Pennylane

Related categories

About SignNow

Related categories

Related Zap Templates

Related Zap Templates