Send Docusign envelopes using template for new QuickBooks Online estimates
Streamline your finance and documentation tasks with this workflow. When a new estimate is created in QuickBooks Online, it triggers the sending of an envelope using a template in Docusign. This automated process not only helps to expedite your financial operations but also ensures that all relevant documents promptly reach the necessary parties. Enjoy a smoother, more efficient workflow with enhanced document management.
Streamline your finance and documentation tasks with this workflow. When a new estimate is created in QuickBooks Online, it triggers the sending of an envelope using a template in Docusign. This automated process not only helps to expedite your financial operations but also ensures that all relevant documents promptly reach the necessary parties. Enjoy a smoother, more efficient workflow with enhanced document management.
- When this happens...New Estimate
Triggered when you add a new estimate.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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