Estimates in Workflows

Estimates allow you to quickly convey to your customers how much your services will cost depending on their needs. Keeping your estimates prepared and the sending process streamlined means your business can run efficiently and help you increase profits. With Estimates in Workflows, you can automate the entire process ensuring everything goes smoothly.

⭐️Why Is This Feature Beneficial To Your Business?

• Increased Conversions: Immediate contact with customers ensures all selling steps are executed when needed, keeping them engaged with your business and their affinity with your company.

• Standardized Processes: By setting up workflows to send, follow up, and communicate with customers you can regularize your process creating a sense of professionalism that promotes customer trust.

• Increased Availability: Automated responses with other workflow actions allow you to expand your response hours increasing overall customer satisfaction.

⭐️How To Use Estimates in Workflows:

1. Navigate to the Templates tab inside the Payments section, select Invoices & Estimates then click New Template.

   

2. Create an Estimate template as normal, make sure to name the template something easy to identify.

   

3. To use the Estimate trigger, click +Add New Trigger select Estimates, and set any additional filters as normal including the estimate status, value, or template.

   

4. To use the Send Estimate action click the + sign icon and select it, this is under the Payments category.

   

5. Select the User you want the template to have as the sender and the template you’d like to use then click Save action. Make sure the Estimate Mode is set to Live if you send it to customers.

   

Sending and managing Estimates with your workflows removes the pressure on you to follow up with customers and ensure they get the treatment they deserve, allowing you to focus on specific cases that need your attention most.