Send signer email after quote is sent to client

Your workers comp quotes sent through e-sign can be missed or hit spam, leaving clients unaware and delaying policy binding. Signatures arrive faster and policies progress within days.

Workflow preview:

Zap details:

Overview

Quotes sent by e-sign often land in spam or go unnoticed; this flow makes sure the signer gets a clear notification and your quote team gets an immediate heads-up. A five-day follow-up catches unsigned proposals so policies can move forward within days.