Enhance Productivity with Our New Workflow Draft Estimates Feature

Streamline Your Estimates with Enhanced Workflow Options

We are excited to announce an improvement to our workflow automation capabilities that promises to streamline your business operations. With our latest enhancement, you can now create draft estimates using the Send Estimates Action in workflows.

New Send Estimates Feature

Our new workflow feature for estimates offers increased flexibility for managing your business documents. Here’s what you can expect:

• Immediate or Draft Option: Choose to send an estimate immediately at workflow execution or save it as a draft for internal review.

How to Use the New Workflow Feature

To utilize this new feature, follow these simple steps:

1. Navigate to Automations: Head to the Automations section and select Workflow.
2. Create or Open a Workflow: Either create a new workflow or open an existing one.
3. Select Sending Mode: From the Sending Mode dropdown, choose either the direct send option or the draft creation option. And that’s it—you’re set up!
   
4. Trigger the Workflow: When the workflow is triggered, a draft estimate will appear in the Draft section of Estimates.
   

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Benefits of the Draft Estimate Feature

This feature is particularly advantageous for teams that need an approval or revision process before sending estimates to clients. Drafted estimates can be reviewed, edited, and finalized at your convenience, ensuring you maintain control and flexibility over your client communications.

By allowing for revisions and approvals, this feature enhances team collaboration and decision-making, setting a new standard for excellence in your business operations.

In Case You Missed It: Check out our recent updates like Launch of the New Theme Customizer for Personalized Learning Platforms for more ways to enhance your service offerings.