The Send Estimate action lets you automatically send personalised estimates to your customers when specific events happen, such as when an opportunity is created or moves between stages. This keeps estimates going out promptly based on the triggers in your workflow.
To add this action, go to the Automation tab and select Workflows. From there, open an existing workflow or create a new one.
Set up your trigger by selecting an option from the Trigger list.
Add an action and select Send Estimate from the available options.
Give the action a clear, descriptive name in the Action Name field so it's easy to identify later.
From the User dropdown, select the team member who will send the estimate. This keeps accountability clear and makes the communication feel more personal to the customer.
Choose a template from the Estimate Template dropdown to format your estimate.
In the Estimate Mode field, choose Live for real estimates or Test for trials.
From the Sending Mode dropdown, choose Send Directly to send immediately, or Create as Draft if you want to review it first.
Finally, select your preferred delivery channels from the dropdown. You can send by email or text only, or choose both to maximise the chances of the estimate reaching your customer.
Confirm your selections and click Save Action to add it to your workflow.
Once set up, estimates go out automatically, freeing you up to focus on other parts of the business while keeping customer communication on track.