Roofr + SignNow
Create new Roofr jobs and customers upon completion of SignNow documents
When a document is finalized in SignNow, streamline your workflow by instantly creating a job and customer profile in Roofr. This automation helps you ensure smooth progression from contract completion to job creation, saving you time and minimizing manual data entry. Ideal for roofers and contract managers, it provides a seamless transition to kick-start your projects.
When a document is finalized in SignNow, streamline your workflow by instantly creating a job and customer profile in Roofr. This automation helps you ensure smooth progression from contract completion to job creation, saving you time and minimizing manual data entry. Ideal for roofers and contract managers, it provides a seamless transition to kick-start your projects.
- When this happens...Document Completed
Triggers when all signers have filled in and signed the document.
- automatically do this!Create Job and Customer
Creates a job and customer on Roofr.
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Template
Return PDF of DocumentRequired
Return Document HistoryRequired
Return ZIPRequired
Try ItDocument Deleted
Triggers when a document has been deleted.
Try ItReturn PDF of DocumentRequired
Return Document HistoryRequired
Try ItTemplateRequired
Document NameRequired
FromRequired
ToRequired
Subject
Message
Redirect After Signing
Document Group Template
Return PDF of Document GroupRequired
Return Document Group HistoryRequired
Return ZIPRequired
Try ItReturn PDF of DocumentRequired
Return Document HistoryRequired
Try ItDocumentRequired
ActionRequired
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