Workflow: Automation Action for Proposals
complete
C
Carlos Gonzalez
Trigger: When a user submits a form.
Action: Send out a proposal template with the data from the form.
Wait Step: Wait until user signs and submits proposal.
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B
Brandon Lee
Poorly executed!!!! when using unique keys, it only works for the recipient. the person who is manually assigned to be an additional signer, internal user, it does not display the key resolution. Also, to signed trigger in workflow.
S
Sales & Marketing
complete
Send Proposal action is already live using templates, trigger for proposal sent/signed is in progress.
Z
Zach Hall
Sales & Marketing: I believe we are all asking for a proposal workflow trigger for signed and not signed to take action after it’s signed or to send reminders.
B
Becca Ellison
Zach Hall: Yes, the trigger is what is needed. For follow up and to know when it's been signed/approved
M
Michael Shieh
Sales & Marketing: Agree. The trigger is what we need
T
Tyler Mcdaniel
Sales & Marketing: when is the workflow trigger being released?
T
Tyler Mcdaniel
Sales & Marketing: any update on the triggers?
D
Daniel Hartzheim
This is partially complete (workflow action for sending a proposal). However, we desperately need a workflow TRIGGER when a customer signs a proposal (there's literally no way to know if/when a customer signs a proposal; you have to check manually). I created the idea. Please vote it up! https://highlevel.canny.io/proposals-estimates-contracts/p/workflow-trigger-for-signed-proposals
S
Sales & Marketing
planned
J
Julie Fredrickson
Sales & Marketing: Any and all additional proposal/estimate triggers for workflows would be extremely helpful! Thank you for planning on this!
Zach Hall
Sales & Marketing: Yes please. Having a workflow proposal and estimate trigger would be absolutely needed. I asked about it on FB and someone said it is coming soon. Any updates on when?
J
Jeff Meziere
Just incorporate actions for proposals/estimates into workflows: 2 actions: 1) create proposal/estimate 2) send proposal/estimate.
C
Carlos Adell
it'd be great to have a way to automate or create triggers around sending/receiving these estimates and contracts. So when someone fills a form or submits an order, the contract with name and date is automatically being sent to the contact. And also a trigger for when the contract is submitted so we can automate the entire process
C
Carlos Gonzalez
Carlos Adell: Please upvote this so the developers take a look at our comments. Thanks.
L
Leif Holtzman
Carlos Gonzalez: Yeah this is really needed - a trigger on send proposal or estimate would allow me to move people to proposal sent in a pipeline and another for contract/proposal signed would allow me to automate the onboarding process