What's New?
Estimate Templates
Users can now create, save, and clone estimate templates within the Templates section of Invoices and Estimates.
Enhanced Workflows:
  • New Trigger: Added a trigger for Estimates, allowing users to automate actions based on estimate events.
  • Filters: Users can filter estimates by template, value, and status
  • New Action: Users can now send estimates directly from workflows
How to Use?
Creating an Estimate Template:
  • Navigate to the Templates tab of Invoices and Estimates.
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  • Click on the New Estimate Template button.
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  • Fill in the necessary details and save your template for future use.
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  • To create a copy, select the template and click Clone.
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Using the New Estimate Trigger:
  • Go to your Workflows section.
  • Add the Estimates trigger to your workflow.
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  • Set up filters to narrow down the estimates by template, value, or status.
  • Sending Estimates via Workflows: In the same workflow, add the Send Estimate action. Configure the user and select the template you want to send.
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Why We Built It?
  • With recently launched estimates, this was to ensure that workflows support automations based on it.
  • This will be critical for users looking to automate sending of invoices/contracts based on estimate status.