Finalize new invoices in Booqable and create and send documents from a template in SignNow
Streamline your invoicing and document signing process with this time-saving workflow. When you finalize an invoice in Booqable, it instantly creates a document from a template and sends a free form invite in SignNow. This automated process ensures seamless document management, minimizing manual work and providing a smooth transition between invoicing and securing signatures.
Streamline your invoicing and document signing process with this time-saving workflow. When you finalize an invoice in Booqable, it instantly creates a document from a template and sends a free form invite in SignNow. This automated process ensures seamless document management, minimizing manual work and providing a smooth transition between invoicing and securing signatures.
- When this happens...Finalize Invoice
Triggers when an invoice is finalized.
- automatically do this!Create Document From Template & Send Free Form Invite
Creates a new document without fillable fields from a selected template and sends an invite to a signer.
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