How To Create Proposal Templates And Sending Proposals Automatically Inside A Workflow

Build a New Template

Businesses can now generate custom templates for proposals and estimates, streamlining the process of sending documents. This functionality also allows these templates to be automatically utilized in workflows, ensuring that sending documents is both quick and efficient.

Convert Documents to Templates

Any previously created document can be transformed into a reusable template through the "Convert to Template" feature. Users simply need to assign a suitable name for future reference. These templates will store all details from your proposal or estimate except for recipient-specific information.

Adding Signature Fields

Templates allow users to include signature fields for business representatives who are part of the proposal or estimate approval process. This feature makes it easier to send documents that require both the business user's and potential client's signatures. For example, businesses can create templates where one signature is reserved for the business user and the other for the client, streamlining the approval process. Templates will be easily accessible on the "Templates" page under "Documents and Contracts," where quick actions are available for immediate use.

Configuring Workflow Actions

Within the CRM’s automation section, users can set up workflows to automatically send out proposals or estimates based on specific triggers, such as a change in opportunity status or the addition of a tag to a contact. By configuring the "Send Proposal/Estimate" action, users can automatically send these documents using the pre-defined templates they’ve created.

Selecting Users and Templates in Workflows

Once a default or custom template has been set within the proposal and estimate settings, it will be automatically applied in workflows to send documents without manual intervention.