Successful conversion of leads in most cases means closing deals. We know how difficult and tedious that can be, but the sheer satisfaction is immense. Getting your new clients to pay however, is a whole nother level of difficulty. Especially when they have a limited budget, but have requested all sorts of services. You need to be a skilled negotiator to get the ball rolling in such cases.
Fortunately, we have a very simply solution, one that involves Quickbooks and Docusign, for when you want to send clients invoices, and keep them updated.
Now, let's focus on building our pipeline. Since our workflow will start automatically, the pipe we're going to use first is a trigger.
The above pipe will trigger in the event of an invoice being created. For further segmentation we can map additional fields such as date of creation, ID, specific information about the customer, and insert notes among other things.
We're going to use an IF/THEN condition to separate the incoming queries. If our invoices need to be printed, then we'll request a Docusing signature.
The signature will be followed by an invoice update to mark it as printed.
However, If the print status of our invoice is not as specified above, then Cloudpipes will go directly to update that same invoice with a note, to let us know that the customer has already, and no further action is required.
Here we can set the amount of money, when they were paid, the amount of taxes (if applied) and any other information that we might further need.
That was a quick way to get your invoices and signatures automated with Quickbooks and Docusign.
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