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Docusign + Jobber

Approve new Jobber quotes and send envelopes using templates in DocuSign

This workflow activates whenever there's a New Quote Approval in Jobber, and promptly sends an envelope using a set template in DocuSign. This streamlines your task management, reducing manual data entry and ensuring quick, efficient responses. With this integration, you can more conveniently get all your DocuSign envelopes out based on Jobber's incoming quote approvals.

This workflow activates whenever there's a New Quote Approval in Jobber, and promptly sends an envelope using a set template in DocuSign. This streamlines your task management, reducing manual data entry and ensuring quick, efficient responses. With this integration, you can more conveniently get all your DocuSign envelopes out based on Jobber's incoming quote approvals.

  1. When this happens...
    JobberJobber
    New Quote Approval

    Triggers when a quote approval is created.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    Send Envelope Using Template

    Sends a envelope signature request using a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Jobber triggers, actions, and search

    New Client

    Triggers when a client is created.

    Trigger
    Instant
    Try It
  • Jobber triggers, actions, and search

    New Job Completion

    Triggers when a job completion is created.

    Trigger
    Instant
    Try It
  • Jobber triggers, actions, and search

    New Quote

    Triggers when a quote is created.

    Trigger
    Instant
    Try It

    • First Name

    • Last Name

    • Company Name

    • Email Address

    • Phone Number

    • Street 1

    • Street 2

    • City

    • State/Province

    • Country

    • Zip/Postal Code

    Action
    Write
  • Jobber triggers, actions, and search

    New Invoice

    Triggers when an invoice is created.

    Trigger
    Instant
    Try It
  • Jobber triggers, actions, and search

    New Quote Approval

    Triggers when a quote approval is created.

    Trigger
    Instant
    Try It
  • Jobber triggers, actions, and search

    New Request

    Triggers when a request is created.

    Trigger
    Instant
    Try It

    • ClientRequired

    • Add another line item?

    Action
    Write
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docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Help

Related categories

  • Signatures

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jobber logo

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.
Learn moreHelp

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