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Question

How do I merge Pennylane quotes with annexes in SignNow for e-signature using Zapier?

  • 20 May 2024
  • 1 reply
  • 15 views

Hi guys,
I'm new to Zapier and I admit I still struggle with a zap. ;)

I would like to send Pennylane quotes to my prospects using the SignNow e-signature. I was considering using this zap model: >ZAPIER] : Pennylane <> SignNow

However, this ZAP does not take into account the annexes to my quote (general conditions of sale). Do you know how I could upload my quote (file from Pennylane) into SignNow and merge it with my annexes (file already on SignNow).

Any help would be greatly appreciated,
Thanks in advance

1 reply

Userlevel 7
Badge +6

Hi there @Giacomo75014,

I just came across your post here and wanted to check in here to see how you’re getting on. Are you able to achieve your desired workflow?

Please do let us know if you’re still in need of some help on this at all - happy to assist further! 🤗

 

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