Upload documents and invite signatures in SignNow with new estimates in Pennylane
Looking to streamline your document workflows? With this Zap in place, when a new quotation is created in Pennylane, you will upload it and send it automatically to your customer for an electronic signature.
Looking to streamline your document workflows? With this Zap in place, when a new quotation is created in Pennylane, you will upload it and send it automatically to your customer for an electronic signature.
- When this happens...
- automatically do this...Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
- then do this...Upload Document
Uploads a new document.
- then do this!Invite to Sign
Sends an email with the invite to sign a document. NOTE: Use this action only for signing simple documents without fields and roles.
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- 14 day trial for premium features & apps
Cursor
Limit
Sort
Customer ID
Invoice Number
Draft Status
Credit Note
External Reference
Try ItCursor
Limit
Sort
Customer ID
Invoice Number
Draft Status
Credit Note
External Reference
Try ItCursor
Limit
Sort
Customer ID
Try ItCompany nameRequired
VAT number
Registration number
Customer phone
Billing addressRequired
Billing postal codeRequired
Billing cityRequired
Billing country codeRequired
Delivery address
Delivery postal code
Delivery city
Delivery country code
Customer payment conditions
Customer billing IBAN
Recipient
Reference
Ledger account number
Notes
Customer emails
External reference
Billing language
New Customer V2
Triggers when a new customer is created.
Try ItNew Product V2
Triggers when a new product is created.
Try ItStart dateRequired
Mode typeRequired
Mode email settingsRequired
Payment conditionsRequired
Payment methodRequired
Recurring rule TypeRequired
Recurring rule Interval
Recurring rule Count
Customer IDRequired
Currency
Customer Invoice Template ID
PDF Invoice Free Text
PDF Invoice Subject
PDF Description
Special Mention
Language
Discount
Invoice Line Sections
Invoice Line LabelRequired
Invoice Line QuantityRequired
Invoice Line Raw Currency Unit PriceRequired
Invoice Line UnitRequired
Invoice Line VAT RateRequired
Invoice Line Description
Invoice Line Product ID
Invoice Line Ledger Account ID
Invoice Line Section Rank
Invoice Line Discount Type
Invoice Line Discount Value
Customer IDRequired
Company name
VAT number
Registration number
Customer phone
Billing address
Billing postal code
Billing city
Billing country code
Delivery address
Delivery postal code
Delivery city
Delivery country code
Customer payment conditions
Customer billing IBAN
Recipient
Reference
Ledger account number
Notes
Customer emails
External reference
Billing language