Send Proposals Using Templates Automatically with Workflows

Send Proposals Using Templates Automatically with Workflows

Software Updates

December 19, 2023 ● 2 min read

Send Proposals Using Templates Automatically with Workflows
We’re thrilled to bring you a game-changing feature that will revolutionize how you create and send proposals and estimates. Our CRM now enables you to effortlessly design templates for these documents, ensuring speed, consistency, and automation in your business operations.
Send Proposals Using Templates Automatically with Workflows: Businesses can now effortlessly create proposals and estimate templates within our CRM, simplifying document sending and allowing automatic document transmission through customized templates.👇🏻

⭐️ Why Does It Matter To Your Business?

  • Effortless Document Creation: Save time by converting existing documents into templates, making it quick and easy to generate new proposals and estimates.

  • Consistency and Efficiency: Maintain brand consistency and reduce errors by using templates that include all proposal/estimate details except recipient information.

  • Automated Workflows: Configure workflows to automatically send documents based on triggers, streamlining processes like sending proposals when opportunity status changes or tags are added to contacts.

⭐️ How To Send Proposals Using Templates Automatically with Workflows:

  1. Create Templates:

    Access the Proposals and Estimates section.

    Convert any existing document into a template using the “Convert to Template” action and provide an appropriate name.

  2. Template Management:

    View all your templates on the Templates page under Proposals and Estimates.

    Easily modify, rename, or delete templates at any time.

  1. Automated Sending:

    Navigate to Workflows

Configure the “Send Proposal/Estimate” action in workflows.

Define the document details and sender information.

Select a template from the available options.

This feature streamlines your document creation process, guarantees consistency, and offers workflow automation capabilities. Start using it today to enhance your business's efficiency and professionalism.

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