**Creating Draft Estimates Using Workflows for Small to Medium Businesses**
The ability to quickly and accurately create estimates is crucial for service providers, coaches, consultants, and CRM users. With the introduction of a new feature in HighLevel, businesses can now manage this process more efficiently.
**Enhancement Overview**
We’re excited to announce an upgrade to the Send Estimates Action in our workflows. This enhancement provides increased flexibility and control, allowing users to either send estimates immediately or save them as drafts for internal reviews.
**New Options for Estimate Management**
With this new functionality, business owners and service providers can choose between two options:
1. Sending the estimate directly upon workflow execution.
2. Saving the estimate as a draft, allowing for internal review before it’s finalized and sent to clients.
This feature is particularly beneficial for teams that require an approval process to ensure accuracy and appropriateness before estimating clients.
**How to Navigate and Use the New Feature**
To take advantage of this enhancement, follow these simple steps:
– Go to the Automations section in your CRM and select Workflow.
– Create a new workflow or open an existing one.
– In the Sending Mode dropdown menu, select either ‘send directly’ or ‘create in draft.’
– Once the workflow is executed, a draft estimate will appear in the draft section of Estimates.
The draft option provides your team with the opportunity to review, edit, and finalize estimates before they are sent out, ensuring they meet your standards.
**Why This Matters for Your Business**
This enhancement was developed with businesses like yours in mind. It provides the flexibility needed in a fast-paced environment where accuracy and control over outgoing communications are critical. By having the option to draft estimates, your team gains the ability to perfect each proposal, reducing the risk of errors and improving client relationships.
**Conclusion**
The new draft feature for creating estimates via workflows is just one of the many tools available to help streamline your business operations. It’s an ideal solution for small to medium-sized businesses looking to enhance their CRM activities with greater precision and customization.
Take the next step to optimize your business processes. Start your 14-day trial with us and join our learning community. We specialize in building custom AI and automation systems for businesses like yours. Get in touch today to discover how we can support your growth and success.
