Create and Automate Proposal Templates in Workflows

Generate New Document Templates

Companies can now design templates for proposals and estimates, simplifying the process of sending documents. These templates can also be utilized in workflows to automatically send proposals using pre-established formats.

Transform Documents into Templates

Any document previously generated can be quickly transformed into a template using the "Convert to Template" feature. Users can assign a unique name to the template, retaining all the proposal or estimate data except for the recipient's details.

Incorporating Signature Fields

Users have the flexibility to include signature elements in templates, particularly if one of the signatories is a business user. This is especially useful when sending proposals that require signatures from both a business user and a client. Business templates can include a pre-assigned signature for the internal user, while the client's signature field is auto-allocated to the lead. Templates are accessible under the "Documents and Contracts" section, with options for swift template utilization.

Choose a Workflow Action

Users can configure the system to automatically send proposals or estimates based on specific triggers through the "Send Proposal/Estimate" action in workflows. By utilizing pre-designed templates, businesses can automate tasks such as sending documents when a contact's opportunity status changes or a tag is assigned. Access the "Automation" section within the CRM to create and customize workflows accordingly.

Choose User and Template Settings

The system will automatically apply the default or customized template set up in the proposal and estimate settings to send documents through workflows.