Send proposals/estimates/contracts automatically inside a workflow

Send proposals/estimates/contracts automatically inside a workflow


Send proposals/estimates/contracts automatically inside a workflow

  • Businesses will now be able to configure the

    Send Proposal/Estimate

    action inside the workflows to automatically send a document based upon 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

Screenshot 2023-10-19 at 4image
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