**Introduction**
For small to medium-sized business owners, service providers, and CRM users, managing estimates efficiently is crucial in maintaining a streamlined workflow. Whether you’re a coach, consultant, or service provider utilizing platforms like HighLevel, Kajabi, or ClickFunnels, integrating estimate management into your automated systems is now easier than ever. This post explores the new feature of Estimates now supported in Workflows, providing actionable insights into improving your CRM strategy.
**What’s New?**
With the recent update, users can now create, save, and clone estimate templates within the Templates section of Invoices and Estimates. This functionality allows for consistency and efficiency across your business operations. Enhancements in workflows include:
– **New Trigger**: A new trigger for Estimates is now available, enabling users to automate actions based on estimate events.
– **Filters**: Users can filter estimates by template, value, and status to tailor their workflows more accurately.
– **New Action**: Sending estimates directly from workflows is now possible, streamlining your communication process.
**How to Use?**
**Creating an Estimate Template**
Begin by navigating to the Templates tab of Invoices and Estimates. From there, clicking on the New Estimate Template button allows you to enter the necessary details and save your template for future use. To increase efficiency, you can easily create duplicates by selecting and cloning existing templates.
**Using the New Estimate Trigger**
In the Workflows section, adding the Estimates trigger to your workflow is straightforward. You have the option to set up filters, allowing you to narrow down estimates by template, value, or status. This level of customization ensures your automated processes are precise and reliable. Sending estimates can be seamlessly integrated into your workflows by adding the Send Estimate action, where you configure the user and select the template to be dispatched.
**Why We Built It?**
The integration of estimates into workflows was developed to support the ever-evolving demand for automation in invoicing and contract management. By automating processes based on estimate statuses, businesses can save time and reduce manual errors, ultimately improving client satisfaction and operational efficiency.
**Conclusion**
The new estimate templates and enhanced workflow features provide significant advantages to small to medium-sized businesses and service providers. By harnessing these tools, companies can improve their efficiency, streamline operations, and enhance client experiences. Embrace the ease of automation with HighLevel and transform your CRM strategy today.
**Call to Action**
Start your 14-day trial with us and gain access to our learning community. We specialize in building custom AI and automation solutions for businesses. Get in touch today to develop your custom-built AI and automation systems, designed to meet your unique business needs.
