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Proposals & Estimates Inside Workflows
Proposals and Estimates trigger inside workflows
Business users can utilize the Proposals and Estimates trigger to trigger a workflow for use cases based upon the change in the state of a document. This will allow businesses with multiple use cases, like updating opportunity tags, sending an invoice, attaching tags to contacts, or maintaining any record through actions like Google Sheets/Slack after the proposal/estimate has been sent/signed by one of the recipients or completed by all participants.
Users will be able to filter the trigger based on specific conditions like the document status, or value or the document type. The most common use case can be to trigger a workflow based on the document status.
Document Type
Select either the Proposal or the Estimate as the document type you will be working with.
Status
Sent
Triggers the workflow when the document has been marked as Sent by the business.
Signed/Accepted
Based on the condition that it has been signed by one of the recipients of the document (Useful in case of multiple recipients receiving the document and the business needs to maintain a record whenever any recipient has signed/accepted it).
Completed
Triggers the workflow when the document has been signed by all recipients who received the document.
Value
Custom values will also function for the specific contact to fulfill any use cases or send out custom notifications upon specific events or conditions.
Business users will also be able to create If/Else branches based on the above conditions along with value or document type criteria to branch the workflow based on the specific filters.
This will also help in building reminder sequences if the document has not been signed by the contact and the business wants to.
Frequently Asked Questions (FAQs)
Does the trigger function for users as well as contacts who sign the document?
Yes, the trigger will fire for all events when the proposal is sent or signed by the contact or the user.
Is it possible to use the contact and user custom values inside the workflows with this trigger?
Yes, users will be able to make use of custom values inside workflows.
Is it possible to send internal notifications or external emails using the trigger?
Yes, users will be able to make use of the email templates configured to send notifications upon a trigger event.
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