When a job's estimate is signed by the customer send a notification
I like the new e-sign function but we didn't get notified after the customer signed it. When a job's estimate is signed by the customer send a notification whoever is assigned to that job/contact.
1
vote
Montana Busch
shared this idea
Hello!
This is available today using automations. Set up and event based automation and use the signature status condition to send an email or create a task.
If you need additional help setting this up, please don’t hesitate to reach out.
Thank you,
Adam Keys