bexio + Skribble
Create Skribble signature requests from new bexio quotes
When a new quote is generated in bexio, immediately engage your clients with a signature request directly from Skribble. This efficient workflow saves time and effort, letting you prioritize your client relationships while ensuring the quote approval process is seamless and swift. Stay organized, speed up your quoting processes, and bring your operational efficiency to new heights.
When a new quote is generated in bexio, immediately engage your clients with a signature request directly from Skribble. This efficient workflow saves time and effort, letting you prioritize your client relationships while ensuring the quote approval process is seamless and swift. Stay organized, speed up your quoting processes, and bring your operational efficiency to new heights.
- When this happens...New Quotes
Triggers when a quote is created or updated with the chosen status (line items not provided).
- automatically do this!Create Signature Request
Creates a Signature Request from a document or file URL with initial signers
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New/Updated Company
Triggers when a company is added or updated.
Try ItStatus of Order
Trigger each status changeRequired
Try ItNew Product
Triggers new Products.
Try ItStatus of Quote
Trigger each status changeRequired
Try It
Status of Invoice
Trigger each status changeRequired
Try ItNew/Updated Person
Triggers when a person is added or updated.
Try ItState of Project
Trigger each status changeRequired
Try ItCombined EntryRequired
Automatic Reference Number
Date (line item support)Required
Reference Number (line item support)
CurrencyRequired
Debit Account Numbers (line item support)Required
Credit Account Numbers (line item support)Required
Vat (line item support)
VAT Account
Description (line item support)
Amount (line item support)Required