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.

Recipe:

  • 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 the radio next to "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.
  • Save the Automation.