Pennylane + SignNow + Formatter by Zapier

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.

  1. When this happens...
    PennylanePennylane
    TriggerPolling
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Utilities

    Various utilities like "choose value from list" or "look up in table" (with line-item support).

    ActionWrite
  3. then do this...
    SignNowSignNow
    Upload Document

    Uploads a new document.

    ActionWrite
  4. then do this!
    SignNowSignNow
    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.

    ActionWrite
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Supported triggers and actions

    • 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

    Action
    Write
    • 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

    Action
    Write
pennylane logo
pennylane logo

About Pennylane

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

Related categories

  • Accounting
signnow logo
signnow logo

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

  • Signatures
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formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn more

Related categories

  • Documents
  • Zapier