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How do I get notified that an Estimate has been signed?
When an Estimate has been fully signed by all required signers, those individuals will automatically receive a confirmation email indicating that their document is ready to be downloaded.
To notify additional parties (such as a manager or team lead) of a fully signed Estimate, you will need to create an Event-based Automation. Keep in mind that you must have access to the account settings in order to set up Automations.
- Trigger type = Event based
- Event = "When a Estimate is Modified"
- Condition = "If Signature Status is equal to Fully Signed"
- Check the box next to "Only if Signature Status is modified"
- Select "Require all conditions to be true"
- Add an action for what you would like to happen once an Estimate is fully signed. Remember, you can have multiple actions triggered in a single Automation.
- Select +Save