Create proposal templates and send proposals automatically inside a workflow
Modified on: Tue, 21 Nov, 2023 at 10:45 AM
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Businesses will now be able to create proposal and estimate templates. This will enable quick and easy sending of documents and will also enable automatically sending the document in a workflow using the same templates created
Users will be able to convert any existing document created into a template using the
Convert to Template
action and give an appropriate name to it for future references
Templates can contain all information related to your proposal/estimate apart from the recipient information
Users will also be able to assign signature elements to themselves inside the templates in case one of the signees is a business user in every proposal/estimate they send to a potential client
All templates will be listed on the Templates page under Proposals and Estimates. Quick actions on the templates page will enable the use of the template
Users will be able to modify, rename, or delete the templates at any point in time
Businesses will be able to make use of the same templates created to automatically send proposals/estimates inside a workflow
Businesses will now be able to configure the
Send Proposal/Estimate
action inside the workflows to automatically send a document based on a trigger
Users will be able to make use of the templates created inside the Proposals and Estimates module to define the document details that need to go out to the customer.
Business users will be able to configure the action name, select the From User to define the sender details and choose a template from one of the templates created inside Proposals and Estimates
The default/custom template configured inside the proposal and estimate settings will be used automatically to send the document from workflows as well
This fulfills use cases like automatically sending proposals after opportunity status is changed, or a tag is attached to a contact, or using any other trigger
This will also allow achieving the use case where the business wants to send out proposals to potential clients with one signature field attached to one of the business users and the other for the potential client. They can create proposal templates with a signature element assigned to the business user and leave the unassigned signature element will automatically get assigned to the potential lead
