What’s New?
Estimate Templates
Users can now create, save, and clone estimate templates within the Templates section of Invoices and Estimates.
Enhanced Workflows:
- New Trigger: Added a trigger for Estimates, allowing users to automate actions based on estimate events.
- Filters: Users can filter estimates by template, value, and status.
- New Action: Users can now send estimates directly from workflows.
How to Use?
Creating an Estimate Template:
- Navigate to the Templates tab of Invoices and Estimates.
- Click on the New Estimate Template button.
- Fill in the necessary details and save your template for future use.
- To create a copy, select the template and click Clone.
Using the New Estimate Trigger:
- Go to your Workflows section.
- Add the Estimates trigger to your workflow.
- Set up filters to narrow down the estimates by template, value, or status.
- Sending Estimates via Workflows: In the same workflow, add the Send Estimate action. Configure the user and select the template you want to send.
Why We Built It?
- With recently launched estimates, this was to ensure that workflows support automations based on it.
- This will be critical for users looking to automate sending of invoices/contracts based on estimate status.
