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...Triggers when a new estimate is created or when an estimate matches the filter. 
- automatically do this...UtilitiesVarious utilities like "choose value from list" or "look up in table" (with line-item support). 
- then do this...Upload DocumentUploads a new document. 
- then do this!Invite to SignSends 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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- Cursor 
- Limit 
- Sort 
- Customer ID 
- Invoice Number 
- Draft Status 
- Credit Note 
- External Reference 
 Try It
- Cursor 
- Limit 
- Sort 
- Customer ID 
- Invoice Number 
- Draft Status 
- Credit Note 
- External Reference 
 Try It
- Cursor 
- Limit 
- Sort 
- Customer ID 
 Try It
- Company 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 It
- New Product V2- Triggers when a new product is created. Try It
- Start 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 
 











