Proposal & Estimate Triggers Live in Workflows

Proposal & Estimate Triggers Live in Workflows

Software Updates

December 23, 2023 ● 2 min read

Proposal & Estimate Triggers Live in Workflows
Exciting news for our CRM users! We’ve just revolutionized workflow automation with the introduction of Proposal and Estimate Triggers, allowing you to effortlessly respond to different stages of your documents’ lifecycles and enhance personalized communication within our system.

Proposal & Estimate Triggers Live in Workflows: Our CRM’s Workflow Builder now supports triggers for proposals and estimates, enabling automated actions based on their status, such as sent, signed, or completed.

⭐️ Why Does It Matter To Your Business?

  • Seamless Automation: Streamline your workflow by automating actions based on the status of proposals and estimates.

  • Enhanced Communication: React dynamically to signed or completed documents, triggering follow-up actions like welcome series or information delivery.

  • Efficient Customization: Utilize custom values to personalize messages or actions based on signatory names or other relevant data, enhancing communication and engagement.

⭐️ How To Use Proposal & Estimate Triggers Live in Workflows:

To start using this feature, follow these straightforward steps:

  1. Access the automation tab from the left sidebar menu then click on the workflows and Choose to ” +Create Workflow” or edit an existing one.

  2. Create from scratch or use templates.

  3. Add the ” Proposal & Estimates” trigger.

  4. After adding the trigger click on add filters.

  5. Add the required filter from the list.

  6. For this example we are using filter “Document type” and selected operator “Is” .

  7. And we are using “Proposal” as document type and click on save trigger.

  8. Click on the “+” button to add an action.

  9. And select action “ If / Else”.

  10. Now click on the Proposal & Estimates.

  11. And select “Document Type”.

  12. Select the operator “Is”.

  13. As we are using Proposals in our trigger filter that’s why we are selecting the proposal.

  14. After adding the condition now select the action “Send Proposal / Estimates”.

  15. In the “Send proposal/Estimates” action add the user and template which you want to send 

  16. This is the overall look of the whole workflow.

  17. Don’t forget to publish your workflow then hit save. 

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