Activating Workflows with Proposal and Estimate Triggers

Business users can now leverage the Proposal and Estimate triggers to initiate workflows based on changes in a document’s status. This feature is particularly useful for various business scenarios, such as updating opportunity tags, sending invoices, tagging contacts, or managing records through actions like updating Google Sheets or sending Slack notifications. These workflows can be triggered when a proposal or estimate is sent, signed by a recipient, or fully completed by all participants involved.

Users have the option to filter these triggers based on specific conditions, such as the document’s status, its value, or its type. One of the most common applications is triggering a workflow based on the document’s current status.

Document Type

Choose between Proposal or Estimate as the type of document you wish to work with.

Status Conditions

• Sent: Triggers the workflow when the document has been marked as sent by the business.

• Signed/Accepted: Activates the workflow when any recipient signs the document (particularly useful when multiple recipients need to sign, and the business needs to track each signature).

• Completed: Initiates the workflow once all recipients have signed the document.

Value

Custom values can also be utilized for specific contacts to address various needs, such as sending personalized notifications when certain events or conditions are met.

Moreover, business users can design If/Else branches based on these conditions, including document value or type, to further customize workflows based on specific filters. This is particularly useful for setting up reminder sequences if a document has not been signed by a contact and requires follow-up.

Frequently Asked Questions (FAQs)

Does the trigger work for both users and contacts who sign the document?
Yes, the trigger will activate for all events when a proposal is sent or signed, regardless of whether it’s done by a contact or a user.

Can custom values for contacts and users be utilized in workflows with this trigger?
Absolutely, custom values can be incorporated into workflows.

Is it possible to send internal notifications or external emails using this trigger?
Yes, users can utilize configured email templates to send notifications when a trigger event occurs.