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