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Pennylane + SignNow

Update estimate statuses in Pennylane when new documents complete in SignNow

With this Zap in place, after a quotation is signed in SignNow, your Pennylane estimates will be automatically marked as accepted. You only have to convert it into an invoice from within Pennylane when needed, saving you time and effort.

With this Zap in place, after a quotation is signed in SignNow, your Pennylane estimates will be automatically marked as accepted. You only have to convert it into an invoice from within Pennylane when needed, saving you time and effort.

  1. When this happens...
    SignNowSignNow
    Document Completed

    Triggers when all signers have filled in and signed the document.

    TriggerInstant
  2. automatically do this!
    PennylanePennylane
    Update Estimate Status

    Updates Estimate Status.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Template

    • Return PDF of DocumentRequired

    • Return Document HistoryRequired

    • Return ZIPRequired

    Trigger
    Instant
    Try It
    • Return PDF of DocumentRequired

    • Return Document HistoryRequired

    Trigger
    Instant
    Try It
    • DocumentRequired

    • ActionRequired

    Action
    Write
    • TemplateRequired

    • Document NameRequired

    • FromRequired

    • CC

    • Subject

    • Message

    • Redirect After Signing

    • Payment Settings | Merchant Account

    • Payment Settings | Payer

    • Payment Settings | Currency

    • Payment Settings | Payment Amount

    • On Completion

    • Line Wrapping

    Action
    Write
  • SignNow triggers, actions, and search

    Document Deleted

    Triggers when a document has been deleted.

    Trigger
    Instant
    Try It
    • Return PDF of DocumentRequired

    • Return Document HistoryRequired

    Trigger
    Instant
    Try It
    • TemplateRequired

    • Document NameRequired

    • FromRequired

    • ToRequired

    • Subject

    • Message

    • Redirect After Signing

    Action
    Write
    • DocumentRequired

    • From Email AddressRequired

    • To Email AddressRequired

    • Subject

    • Message

    • Redirect After Signing

    Action
    Write
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About Pennylane

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
Learn more

Related categories

  • Accounting
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About SignNow

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

Related categories