157
Integrate Proposals/Estimates into Workflows
under review
J
Jesus Meca
This is definitely a needed one
K
Keith Besherse
Yes please! A proposal/estimate signed trigger would be very helpful.
Also, a filter on the Customer Replied trigger (in a particular Workflow, to a particular Opportunity Name) for negative intent/positive intent/more info.
The filter by Opportunity Name should also apply to the Proposal/Estimate Signed trigger.
B
Brandon Lee
How is it the system will mark a proposal as Sent but we can get this info from API
B
Brandon Lee
There are over 300 votes scattered into different categories for a signed trigger in worflows
L
Leif Holtzman
please create a trigger for proposal sent and proposal signed or approved
Core Platform
under review
C
Cinematic Addicts
Yess also need be able to send an autofillable proposal or estimate automatically template to client
T
Tiffany Lopez
Yes, absolutely! Love the new estimates and proposals ... but let's get automations that can convert completed documents into invoices, trigger for automations etc...
I'd also want the option for an automation triggered by some other customer behavior (survey submission etc...) to then be able to have a workflow step that sends a proposal or an estimate, among other things in a workflow sequence.
B
Brandon Henderson
Yes the integration of Proposal and Estimates is great but integrate with workflows is a must have.