How To Create Invoices And Request Signatures With Quickbooks And Docusign

Successful conversion of a lead, in most cases, means closing a deal. We know how difficult that can be, but the sheer satisfaction is immense. Getting your new clients to pay however, is a completely different story. 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 simple solution, one that involves Quickbooks and Docusign. This will be very handy when you want to send your clients invoices and keep them updated.

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Now, let's focus on building our pipeline. Since our workflow will start automatically, the pipe we're going to use would be a trigger.

Q1-1

The above pipe will trigger in the event of an invoice is created. For further segmentation, we can map additional fields such as date of creation, ID, details about the customer, and insert notes among other things.

We're going to use an IF/THEN condition to separate the incoming queries. If invoices need to be printed, then we'll request a Docusing signature.

IFTHEN1

The signature will be followed by an invoice update to mark it as printed.

Q2

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 no further action is required.

Q3

Here we can set the amount of money, when they are paid, the amount of taxes (if applied) and any other information that we might later need.

That was a quick way to get your invoices and signatures automated with Quickbooks and Docusign.

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