Jobber + RightSignature

Jobber + RightSignature integrations

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.

When this happens...
Quote ApprovedTriggers when a quote is approved
TriggerInstant
automatically do this!
Send TemplateClones 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.
ActionWrite

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More things you can do with Jobber and RightSignature

Discover other triggers and actions you can use with Jobber and RightSignature

New Client Created
Triggers when a client is created.
Trigger
Instant
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New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
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Job Closed
Triggers when a job is closed
Trigger
Instant
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Job Updated
Triggers when a job is updated
Trigger
Instant
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New Quote Created
Triggers when a quote is created.
Trigger
Instant
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New Request Created
Triggers when a request is created.
Trigger
Instant
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- Client ID
  Required
- Tags to Add
  Required
Action
Write

- Client
  Required
- Title
- Number of line items
  Required
Action
Write
- Client
  Required
- Title
Action
Write
- Client Search Term (eg. name, email, or company name)
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or write
New Document Expired
Triggers when a document is not signed in the allowed time and expires.
Trigger
Polling
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- Template
  Required
- Document Name
  Required
- Email Recipients
- Sign Document in Person
Action
Write

Client Updated
Triggers when a client is updated
Trigger
Instant
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Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
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New Job Created
Triggers when a job is created.
Trigger
Instant
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Quote Approved
Triggers when a quote is approved
Trigger
Instant
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Quote Sent
Triggers when a quote is sent
Trigger
Instant
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- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- Client
  Required
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create_visits
  Required
- Start Time (HH:mm:ss)
- End Time (HH:mm:ss)
- Invoicing_schedule
  Required
- Number of line items
  Required
Action
Write
- Request ID
  Required
- Message
  Required
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search
New Document Completed
Triggers when a document is completed, typically when all parties have signed.
Trigger
Polling
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New Document Sent
Triggers when a document is sent.
Trigger
Polling
Try It

About Jobber

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

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Related categories

Scheduling & Booking

About RightSignature

RightSignature provides a service for easy online document signing.

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Related categories

Signatures