Jobber + RightSignature

Send templates in RightSignature for new quote approvals in Jobber

Speed up your quote approval process by sending documents for signature instantly. With this Jobber-RightSignature automation, every time there's a new quote approval in Jobber, a document will be sent for signature using the chosen template in RightSignature. Save time and ensure a seamless workflow by streamlining your quote approval and signature process.

When this happens...
Quote Approved
Triggers when a quote is approved
TriggerInstant
automatically do this!
Send Template
Clones and sends a document from a reusable template. NOTE: The document sender email and name default to the email and name of the authenticated user.
ActionWrite

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Supported triggers and actions

New Client Created
Triggers when a client is created.
Trigger
Instant
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New Invoice Created
Triggers when an invoice is created.
Trigger
Instant
Try It
Job Closed
Triggers when a job is closed
Trigger
Instant
Try It
Job Updated
Triggers when a job is updated
Trigger
Instant
Try It
New Quote Created
Triggers when a quote is created.
Trigger
Instant
Try It

New Request Created
Triggers when a request is created.
Trigger
Instant
Try It
- Client IDRequired
- Tags to AddRequired
Action
Write

- ClientRequired
- Title
- Number of line itemsRequired
Action
Write
- ClientRequired
- Title
Action
Write
- Client Search Term (eg. name, email, or company name)
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Search or write
New Document Expired
Triggers when a document is not signed in the allowed time and expires.
Trigger
Polling
Try It
- TemplateRequired
- Document NameRequired
- Email Recipients
- Sign Document in Person
Action
Write

Client Updated
Triggers when a client is updated
Trigger
Instant
Try It
Invoice Updated
Triggers when a invoice is updated
Trigger
Instant
Try It
New Job Created
Triggers when a job is created.
Trigger
Instant
Try It
Quote Approved
Triggers when a quote is approved
Trigger
Instant
Try It
Quote Sent
Triggers when a quote is sent
Trigger
Instant
Try It
- First Name
- Last Name
- Company Name
- Email Address
- Phone Number
- Street 1
- Street 2
- City
- State/Province
- Country
- Zip/Postal Code
Action
Write
- ClientRequired
- Title
- Instructions
- Start Date (yyyy-mm-dd)
- Create VisitsRequired
- Start Time (hh:mm:ss)
- End Time (hh:mm:ss)
- Invoicing ScheduleRequired
- Number of line itemsRequired
Action
Write
- Request IDRequired
- MessageRequired
Action
Write
- Client Search Term (eg. name, email, or company name)
Action
Search
New Document Completed
Triggers when a document is completed, typically when all parties have signed.
Trigger
Polling
Try It
New Document Sent
Triggers when a document is sent.
Trigger
Polling
Try It

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

Learn more

Related categories

Scheduling & Booking

About RightSignature

RightSignature provides a service for easy online document signing.

Related categories

Signatures

Jobber + RightSignature

Send templates in RightSignature for new quote approvals in Jobber

Supported triggers and actions

New Client Created

New Invoice Created

Job Closed

Job Updated

New Quote Created

New Request Created

Add Tags to Client

Create Quote

Create Request

Find or Create Client

New Document Expired

Send Template

Client Updated

Invoice Updated

New Job Created

Quote Approved

Quote Sent

Create Client

Create Job

Add Note to Request

Find Client

New Document Completed

New Document Sent

About Jobber

Related categories

About RightSignature

Related categories