Get quotes & invoices signed

The pattern (same for all 3 tools)

1. Trigger: a quote/invoice is validated in your software.
2. Fetch the document PDF + the customer's email and mobile.
3. SignCloud action "Create a document (PDF)" → the customer receives the signing link.
4. (Optional) On "Document completed" webhook, update the record in your software.

Requirements: your SignCloud API key (Account → API & Webhooks) and the SignCloud module for Make or n8n. The customer must have a mobile (SMS verification).

Sellsy

Make :

1. Module Sellsy → Watch Documents (type estimate for quotes).
2. Module Sellsy → Download a document PDF (or HTTP on the Sellsy v2 API GET /documents/{id}/document).
3. SignCloud → Créer un document (PDF) : pdf_base64 = toBase64(the file), signataire = e-mail + mobile du client Sellsy.

n8n : HTTP Request node (Sellsy OAuth2 auth) to list/download the quote, then the SignCloud (operation "Create a document (PDF)", binary property = the downloaded PDF).

Pennylane

Make :

1. Trigger Pennylane → Watch Customer Invoices (or Estimates).
2. Get the PDF via the field file_url / public_url (HTTP "Get a file" module).
3. SignCloud → Créer un document (PDF) : signataire = e-mail + téléphone du client.

n8n : HTTP Request node on the Pennylane API (GET /api/external/v1/customer_invoices) → download the PDF → SignCloud (PDF).

Axonaut

n8n (recommended — simple API-key auth) :

1. Trigger: Axonaut webhook (Settings → Webhooks) on "quote created/validated", received by a Webhook n8n.
2. HTTP Request node GET https://axonaut.com/api/v2/documents/{id}/pdf (header userApiKey).
3. SignCloud → Créer un document (PDF) : signataire = e-mail + mobile du client Axonaut.

Make : same logic using HTTP modules (Axonaut doesn't always have a native app).

Signature callback (optional)

Add a scenario/workflow triggered by SignCloud "Document completed" (module Watch Documents / SignCloud Trigger) to, for example, mark the quote as "signed", attach the signed PDF, or notify your team.