What’s New?
Estimate Templates
Connectly users have the capacity to generate, store, and copy estimate templates within the Template division of Invoices and Estimates.
Advanced Workflows:
– Latest Trigger: We have introduced a trigger for Estimates, enabling users to automate actions founded on estimate events.
– Filters: Users can now filter estimates by template, worth, and status
– Latest Action: Users can directly send estimates from the workflows
How to use?
Creating an Estimate Template:
– Navigate to the Templates section from the Invoices and Estimates tab.
– Press the New Estimate Template button.
– Fill in the required details and save your template for later usage.
– If you want to replicate, pick the template and click on Clone.
Using the New Estimate Trigger:
– Go to the Workflows division.
– Add the Estimates trigger to your workflow.
– Set up filters to sift through the estimates based on template, value, or status.
– Sending Estimates via Workflows: In the workflow, put the Send Estimate action. Configure the user and choose the template you want to send.
Why We Developed It?
– We launched this new feature with recent estimates to assure workflows support automations based on it.
– This will be vital for users who want to automate the delivery of invoices/contracts predicated on the estimate status.