Additional Workflow triggers for proposal/estimates
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Joseph Dentici
I have a lot of clients that send proposals and contracts and they want to automate more of the process. If there was an additional workflow trigger for when a contact signs a proposal/estimate that would be huge. Or even additional filters in the current Proposal/Estimate Trigger that allows you to select a specific template. We could then create different workflows for different proposals/estimates
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Sales & Marketing
complete
This is available under Documents and Contracts trigger in workflows
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Sales & Marketing
Merged in a post:
Workflow triggers for Sent Proposals / Estimates and Signed / Accepted Proposals / Estimates
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Iver Aune
Workflow triggers for Sent Proposals / Estimates and Signed / Accepted Proposals / Estimates
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Jim Perkerson
I agree. I'm shocked that we cannot specify the exact proposal or contract that we want to trigger the workflow. I'm additionally perplexed that we don't have the ability to generate a one-time proposal/contract link for a specific proposal or contract the way we can for appointment bookings (please upvote for me lol)
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Tom Pacheco
And also filter by text in the name of the document "If title contains X..."