Jobber + RightSignature
Send templates in RightSignature for new quote approvals in Jobber
Speed up your quote approval process by sending documents for signature instantly. With this Jobber-RightSignature automation, every time there's a new quote approval in Jobber, a document will be sent for signature using the chosen template in RightSignature. Save time and ensure a seamless workflow by streamlining your quote approval and signature process.
Speed up your quote approval process by sending documents for signature instantly. With this Jobber-RightSignature automation, every time there's a new quote approval in Jobber, a document will be sent for signature using the chosen template in RightSignature. Save time and ensure a seamless workflow by streamlining your quote approval and signature process.
- When this happens...New Quote Approval
Triggers when a quote approval is created.
- automatically do this!Send Template
Clones and sends a document from a reusable template. NOTE: The document sender email and name default to the email and name of the authenticated user.
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