Loading

DocuSign + Scoro

Update Scoro quotes from newly signed DocuSign documents

Save precious time and reduce manual work by automating your sales document signing process. Whenever a new quote has been signed and approved by your client in Docusign, this Zapier template will look up the same quote in Scoro and update the status accordingly. Getting a quote approved and updated has never been easier!

Save precious time and reduce manual work by automating your sales document signing process. Whenever a new quote has been signed and approved by your client in Docusign, this Zapier template will look up the same quote in Scoro and update the status accordingly. Getting a quote approved and updated has never been easier!

  1. When this happens...
    DocuSignDocuSign
    Envelope Sent or Completed

    Triggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.

    TriggerScheduled
  2. automatically do this...
    ScoroScoro
    Find Quote

    Search for a quote by quote number.

    ActionSearch
  3. then do this!
    ScoroScoro
    Create or Update Quote

    Creates a new quote or updates an existing one.

    ActionWrite
Try this template

Supported triggers and actions

What does this mean?
docusign logo
docusign logo

About DocuSign

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

Related categories

  • Signatures

Similar apps

Dropbox Sign integrations

Dropbox Sign

Signatures
SignNow integrations

SignNow

Signatures
RightSignature integrations

RightSignature

Signatures
scoro logo
scoro logo

About Scoro

Scoro is a comprehensive work management software – an all-in-one solution to track your time, manage projects and bill for your work
Learn more

Related categories

Get started for free

You can't add more hours to the day. Zapier is the next best thing.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.