1.Retrieves signed report PDF
Integrate SumoQuote and document parsing to retrieve the signed PDF and project details for downstream mapping.
Create sale and attach signed proposal to appointment
Automatically monitor Report signed events across SumoQuote, Salesforce, Formatter by Zapier, and QuickBooks Online. Create and update sale records when proposal signed, signed report arrives, or signature capturedβso you can attach PDFs, update appointments, and add accounting-ready customers without manual paperwork.
How this automation accelerates signed proposal handoff
When signed proposals arrive but paperwork stays unlinked, sales and billing timelines stall. This automation retrieves signed PDFs and updates Salesforce appointments and QuickBooks Online recordsβso you can close and invoice faster without chasing files.
SumoQuoteor swap with your favorite app
2.Attaches PDF to appointment
Integrate Salesforce and CRM attachment tools to attach the signed PDF to the matching appointment and map notes.
Salesforceor swap with your favorite app
3.Formats signature date
Integrate Formatter by Zapier and date tools to format the signature date for consistent CRM timestamps.
Formatter by Zapieror swap with your favorite app
4.Marks sold and creates sale
Integrate Salesforce and sales record tools to update the appointment to sold and create a Sale record linked to it.
5.Creates customer, job, and item
Integrate QuickBooks Online and accounting item tracking to find or create the customer and project job and add the sales item line.
QuickBooks Onlineor swap with your favorite app
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Add executed agreement PDF to the opportunity record
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Add signed document note to deal record on completion
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Attach completed eSign PDFs to CRM and archive
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Attach signed bid and mark application complete instantly
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Attach signed contract PDF to client record today
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Attach signed contract PDF to deal and organization record
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Attach signed defect files to deal records for sales handoff
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Attach signed engagement letter and update deal record
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- View all
Explore all esignature & contract execution automations
Close contracts faster with automated signature routing, record updates, and execution alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Allen Lai, Head of Customer Experience
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