Create proposal templates and send proposals automatically inside a workflow
Create a New Template
Businesses will now be able to create proposal and estimate templates. This will enable quick and easy sending of documents and will also enable automatically sending the document in a workflow using the same templates created.
Convert to Template
Users will be able to convert any existing document created into a template using the Convert to Template action and give an appropriate name to it for future reference. Templates can contain all information related to your proposal/estimate apart from the recipient information.
Signature Element
Users will also be able to assign signature elements to themselves inside the templates in case one of the signees is a business user in every proposal/estimate they send to a potential client. This will also allow achieving the use case where the business wants to send out proposals to potential clients with one signature field attached to one of the business users and the other for the potential client. They can create proposal templates with a signature element assigned to the business user and leave the unassigned signature element automatically assigned to the potential lead. All templates will be listed on the Templates page under Documents and Contracts. Quick actions on the templates page will enable the use of the template.
Select a Workflow Action
Configure the Send Proposal/Estimate action inside the workflows to automatically send a document based on a trigger. you can also make use of the same templates created to automatically send proposals/estimates inside a workflow. This fulfills use cases like automatically sending proposals after opportunity status is changed, or a tag is attached to a contact, or using any other trigger. To do this, users will need to head over to the “Automation” section of the CRM and create a workflow from there.
Selecting User and the Template
The default/custom template configured inside the proposal and estimate settings will be used automatically to send the document from workflows as well.
