Create and send documents in SignNow from new reserved orders in Booqable
Streamline your order processing and document handling with this simple workflow. When a reserved order is placed in Booqable, it will instantly create a document from a template and send a role-based invite in SignNow. This process not only saves time but ensures smooth and prompt communication in your sales pipeline. Experience an efficient shift in how you manage orders and related documentation.
Streamline your order processing and document handling with this simple workflow. When a reserved order is placed in Booqable, it will instantly create a document from a template and send a role-based invite in SignNow. This process not only saves time but ensures smooth and prompt communication in your sales pipeline. Experience an efficient shift in how you manage orders and related documentation.
- When this happens...Reserved Order
Triggers when an order is reserved.
- automatically do this!Create Document From Template & Send Role-Based Invite
Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
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