The Send Estimate action enables you to automatically send personalized estimates to your customers in response to specific events, such as the creation of opportunities or transitions between stages. This ensures a seamless and timely delivery of estimates based on key triggers in your workflow.

To add this action to your workflows, go to the Automation tab and select Workflows in your account. From there, either choose an existing workflow or create a new one.

Configure the necessary trigger by selecting an option from the Trigger list.

Proceed to add an action and select the Send Estimate action from the available options.

Assign a clear, descriptive name to the action in the Action Name field for easy identification.

From the User dropdown, select the individual designated to send the estimate. This ensures that the appropriate team member is accountable for the communication, allowing for a more personalized touch in the interaction with the customer.

Select the appropriate template to format the content of the estimate from the Estimate Template dropdown menu.

Choose Live for actual estimates or Test for trials within the Estimate Mode field.

Select an option from the Sending Mode dropdown: either Send Directly to dispatch immediately or Create as Draft for internal review.

Finally, select the communication channels you want to use to deliver the estimate from the drop-down. You can send it by email or text only, or maximize your chances of the estimate being received by sending it to both.

Confirm your selections and click the “Save Action” button to add the action to your workflow.

With this setup, you can ensure that estimates are sent automatically, allowing you to focus on other important aspects of your business while maintaining high levels of customer engagement.

Frequently Asked Questions #

What does the Send Estimates action do? #

It automatically sends personalized estimates to customers in response to workflow events, such as the creation of an opportunity or a stage transition.

How do I choose who sends the estimate? #

Select the designated team member from the User dropdown so the appropriate person is accountable for the communication and the interaction feels more personalized.

What is the difference between Live and Test estimate modes? #

Choose Live to send actual estimates to customers, or Test to run trials without sending a real estimate.

What are the Sending Mode options? #

You can choose Send Directly to dispatch the estimate immediately, or Create as Draft to hold it for internal review first.

Which channels can I use to deliver an estimate? #

You can send the estimate by email or text only, or send it to both to maximize the chance of it being received.

How do I format the estimate content? #

Select the appropriate template from the Estimate Template dropdown to format the content of the estimate before sending.