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Create proposal templates and send proposals automatically inside a workflow

Create proposal templates and send proposals automatically inside a workflow

May 28, 20242 min read

Create proposal templates and send proposals automatically inside a workflow

Create a New Template

Businesses will now be able to create proposal and estimate templates. This will enable quick and easy sending of documents and will also enable automatically sending the document in a workflow using the same templates created.

Image

Convert to Template

Users will be able to convert any existing document created into a template using the Convert to Template action and give an appropriate name to it for future reference. Templates can contain all information related to your proposal/estimate apart from the recipient information.

Image

Signature Element

Users will also be able to assign signature elements to themselves inside the templates in case one of the signees is a business user in every proposal/estimate they send to a potential client. This will also allow achieving the use case where the business wants to send out proposals to potential clients with one signature field attached to one of the business users and the other for the potential client. They can create proposal templates with a signature element assigned to the business user and leave the unassigned signature element automatically assigned to the potential lead. All templates will be listed on the Templates page under Documents and Contracts. Quick actions on the templates page will enable the use of the template.

Image

Select a Workflow Action 

Configure the Send Proposal/Estimate action inside the workflows to automatically send a document based on a trigger. you can also make use of the same templates created to automatically send proposals/estimates inside a workflow. This fulfills use cases like automatically sending proposals after opportunity status is changed, or a tag is attached to a contact, or using any other trigger.  To do this, users will need to head over to the “Automation” section of the CRM and create a workflow from there.

Image

Selecting User and the Template

The default/custom template configured inside the proposal and estimate settings will be used automatically to send the document from workflows as well.

Image

Workflow Automation, Business EfficiencyProposal management Sales Tools Business Solutions, Digital Transformation, Automation ToolsProductivity HacksSales AutomationTech TipsTekmatix
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Use the search bar below to look for help articles you need.

Latest Blog Posts

Create proposal templates and send proposals automatically inside a workflow

Create proposal templates and send proposals automatically inside a workflow

May 28, 20242 min read

Create proposal templates and send proposals automatically inside a workflow

Create a New Template

Businesses will now be able to create proposal and estimate templates. This will enable quick and easy sending of documents and will also enable automatically sending the document in a workflow using the same templates created.

Image

Convert to Template

Users will be able to convert any existing document created into a template using the Convert to Template action and give an appropriate name to it for future reference. Templates can contain all information related to your proposal/estimate apart from the recipient information.

Image

Signature Element

Users will also be able to assign signature elements to themselves inside the templates in case one of the signees is a business user in every proposal/estimate they send to a potential client. This will also allow achieving the use case where the business wants to send out proposals to potential clients with one signature field attached to one of the business users and the other for the potential client. They can create proposal templates with a signature element assigned to the business user and leave the unassigned signature element automatically assigned to the potential lead. All templates will be listed on the Templates page under Documents and Contracts. Quick actions on the templates page will enable the use of the template.

Image

Select a Workflow Action 

Configure the Send Proposal/Estimate action inside the workflows to automatically send a document based on a trigger. you can also make use of the same templates created to automatically send proposals/estimates inside a workflow. This fulfills use cases like automatically sending proposals after opportunity status is changed, or a tag is attached to a contact, or using any other trigger.  To do this, users will need to head over to the “Automation” section of the CRM and create a workflow from there.

Image

Selecting User and the Template

The default/custom template configured inside the proposal and estimate settings will be used automatically to send the document from workflows as well.

Image

Workflow Automation, Business EfficiencyProposal management Sales Tools Business Solutions, Digital Transformation, Automation ToolsProductivity HacksSales AutomationTech TipsTekmatix
Back to Blog

Marketing

Create proposal templates and send proposals automatically inside a workflow

Create proposal templates and send proposals automatically inside a workflow

May 28, 20242 min read

Create proposal templates and send proposals automatically inside a workflow

Create a New Template

Businesses will now be able to create proposal and estimate templates. This will enable quick and easy sending of documents and will also enable automatically sending the document in a workflow using the same templates created.

Image

Convert to Template

Users will be able to convert any existing document created into a template using the Convert to Template action and give an appropriate name to it for future reference. Templates can contain all information related to your proposal/estimate apart from the recipient information.

Image

Signature Element

Users will also be able to assign signature elements to themselves inside the templates in case one of the signees is a business user in every proposal/estimate they send to a potential client. This will also allow achieving the use case where the business wants to send out proposals to potential clients with one signature field attached to one of the business users and the other for the potential client. They can create proposal templates with a signature element assigned to the business user and leave the unassigned signature element automatically assigned to the potential lead. All templates will be listed on the Templates page under Documents and Contracts. Quick actions on the templates page will enable the use of the template.

Image

Select a Workflow Action 

Configure the Send Proposal/Estimate action inside the workflows to automatically send a document based on a trigger. you can also make use of the same templates created to automatically send proposals/estimates inside a workflow. This fulfills use cases like automatically sending proposals after opportunity status is changed, or a tag is attached to a contact, or using any other trigger.  To do this, users will need to head over to the “Automation” section of the CRM and create a workflow from there.

Image

Selecting User and the Template

The default/custom template configured inside the proposal and estimate settings will be used automatically to send the document from workflows as well.

Image

Workflow Automation, Business EfficiencyProposal management Sales Tools Business Solutions, Digital Transformation, Automation ToolsProductivity HacksSales AutomationTech TipsTekmatix
Back to Blog
Create proposal templates and send proposals automatically inside a workflow

Create proposal templates and send proposals automatically inside a workflow

May 28, 20242 min read

Create proposal templates and send proposals automatically inside a workflow

Create a New Template

Businesses will now be able to create proposal and estimate templates. This will enable quick and easy sending of documents and will also enable automatically sending the document in a workflow using the same templates created.

Image

Convert to Template

Users will be able to convert any existing document created into a template using the Convert to Template action and give an appropriate name to it for future reference. Templates can contain all information related to your proposal/estimate apart from the recipient information.

Image

Signature Element

Users will also be able to assign signature elements to themselves inside the templates in case one of the signees is a business user in every proposal/estimate they send to a potential client. This will also allow achieving the use case where the business wants to send out proposals to potential clients with one signature field attached to one of the business users and the other for the potential client. They can create proposal templates with a signature element assigned to the business user and leave the unassigned signature element automatically assigned to the potential lead. All templates will be listed on the Templates page under Documents and Contracts. Quick actions on the templates page will enable the use of the template.

Image

Select a Workflow Action 

Configure the Send Proposal/Estimate action inside the workflows to automatically send a document based on a trigger. you can also make use of the same templates created to automatically send proposals/estimates inside a workflow. This fulfills use cases like automatically sending proposals after opportunity status is changed, or a tag is attached to a contact, or using any other trigger.  To do this, users will need to head over to the “Automation” section of the CRM and create a workflow from there.

Image

Selecting User and the Template

The default/custom template configured inside the proposal and estimate settings will be used automatically to send the document from workflows as well.

Image

Workflow Automation, Business EfficiencyProposal management Sales Tools Business Solutions, Digital Transformation, Automation ToolsProductivity HacksSales AutomationTech TipsTekmatix
Back to Blog

CRM

Create proposal templates and send proposals automatically inside a workflow

Create proposal templates and send proposals automatically inside a workflow

May 28, 20242 min read

Create proposal templates and send proposals automatically inside a workflow

Create a New Template

Businesses will now be able to create proposal and estimate templates. This will enable quick and easy sending of documents and will also enable automatically sending the document in a workflow using the same templates created.

Image

Convert to Template

Users will be able to convert any existing document created into a template using the Convert to Template action and give an appropriate name to it for future reference. Templates can contain all information related to your proposal/estimate apart from the recipient information.

Image

Signature Element

Users will also be able to assign signature elements to themselves inside the templates in case one of the signees is a business user in every proposal/estimate they send to a potential client. This will also allow achieving the use case where the business wants to send out proposals to potential clients with one signature field attached to one of the business users and the other for the potential client. They can create proposal templates with a signature element assigned to the business user and leave the unassigned signature element automatically assigned to the potential lead. All templates will be listed on the Templates page under Documents and Contracts. Quick actions on the templates page will enable the use of the template.

Image

Select a Workflow Action 

Configure the Send Proposal/Estimate action inside the workflows to automatically send a document based on a trigger. you can also make use of the same templates created to automatically send proposals/estimates inside a workflow. This fulfills use cases like automatically sending proposals after opportunity status is changed, or a tag is attached to a contact, or using any other trigger.  To do this, users will need to head over to the “Automation” section of the CRM and create a workflow from there.

Image

Selecting User and the Template

The default/custom template configured inside the proposal and estimate settings will be used automatically to send the document from workflows as well.

Image

Workflow Automation, Business EfficiencyProposal management Sales Tools Business Solutions, Digital Transformation, Automation ToolsProductivity HacksSales AutomationTech TipsTekmatix
Back to Blog
Create proposal templates and send proposals automatically inside a workflow

Create proposal templates and send proposals automatically inside a workflow

May 28, 20242 min read

Create proposal templates and send proposals automatically inside a workflow

Create a New Template

Businesses will now be able to create proposal and estimate templates. This will enable quick and easy sending of documents and will also enable automatically sending the document in a workflow using the same templates created.

Image

Convert to Template

Users will be able to convert any existing document created into a template using the Convert to Template action and give an appropriate name to it for future reference. Templates can contain all information related to your proposal/estimate apart from the recipient information.

Image

Signature Element

Users will also be able to assign signature elements to themselves inside the templates in case one of the signees is a business user in every proposal/estimate they send to a potential client. This will also allow achieving the use case where the business wants to send out proposals to potential clients with one signature field attached to one of the business users and the other for the potential client. They can create proposal templates with a signature element assigned to the business user and leave the unassigned signature element automatically assigned to the potential lead. All templates will be listed on the Templates page under Documents and Contracts. Quick actions on the templates page will enable the use of the template.

Image

Select a Workflow Action 

Configure the Send Proposal/Estimate action inside the workflows to automatically send a document based on a trigger. you can also make use of the same templates created to automatically send proposals/estimates inside a workflow. This fulfills use cases like automatically sending proposals after opportunity status is changed, or a tag is attached to a contact, or using any other trigger.  To do this, users will need to head over to the “Automation” section of the CRM and create a workflow from there.

Image

Selecting User and the Template

The default/custom template configured inside the proposal and estimate settings will be used automatically to send the document from workflows as well.

Image

Workflow Automation, Business EfficiencyProposal management Sales Tools Business Solutions, Digital Transformation, Automation ToolsProductivity HacksSales AutomationTech TipsTekmatix
Back to Blog

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Web Design

Create proposal templates and send proposals automatically inside a workflow

Create proposal templates and send proposals automatically inside a workflow

May 28, 20242 min read

Create proposal templates and send proposals automatically inside a workflow

Create a New Template

Businesses will now be able to create proposal and estimate templates. This will enable quick and easy sending of documents and will also enable automatically sending the document in a workflow using the same templates created.

Image

Convert to Template

Users will be able to convert any existing document created into a template using the Convert to Template action and give an appropriate name to it for future reference. Templates can contain all information related to your proposal/estimate apart from the recipient information.

Image

Signature Element

Users will also be able to assign signature elements to themselves inside the templates in case one of the signees is a business user in every proposal/estimate they send to a potential client. This will also allow achieving the use case where the business wants to send out proposals to potential clients with one signature field attached to one of the business users and the other for the potential client. They can create proposal templates with a signature element assigned to the business user and leave the unassigned signature element automatically assigned to the potential lead. All templates will be listed on the Templates page under Documents and Contracts. Quick actions on the templates page will enable the use of the template.

Image

Select a Workflow Action 

Configure the Send Proposal/Estimate action inside the workflows to automatically send a document based on a trigger. you can also make use of the same templates created to automatically send proposals/estimates inside a workflow. This fulfills use cases like automatically sending proposals after opportunity status is changed, or a tag is attached to a contact, or using any other trigger.  To do this, users will need to head over to the “Automation” section of the CRM and create a workflow from there.

Image

Selecting User and the Template

The default/custom template configured inside the proposal and estimate settings will be used automatically to send the document from workflows as well.

Image

Workflow Automation, Business EfficiencyProposal management Sales Tools Business Solutions, Digital Transformation, Automation ToolsProductivity HacksSales AutomationTech TipsTekmatix
Back to Blog
Create proposal templates and send proposals automatically inside a workflow

Create proposal templates and send proposals automatically inside a workflow

May 28, 20242 min read

Create proposal templates and send proposals automatically inside a workflow

Create a New Template

Businesses will now be able to create proposal and estimate templates. This will enable quick and easy sending of documents and will also enable automatically sending the document in a workflow using the same templates created.

Image

Convert to Template

Users will be able to convert any existing document created into a template using the Convert to Template action and give an appropriate name to it for future reference. Templates can contain all information related to your proposal/estimate apart from the recipient information.

Image

Signature Element

Users will also be able to assign signature elements to themselves inside the templates in case one of the signees is a business user in every proposal/estimate they send to a potential client. This will also allow achieving the use case where the business wants to send out proposals to potential clients with one signature field attached to one of the business users and the other for the potential client. They can create proposal templates with a signature element assigned to the business user and leave the unassigned signature element automatically assigned to the potential lead. All templates will be listed on the Templates page under Documents and Contracts. Quick actions on the templates page will enable the use of the template.

Image

Select a Workflow Action 

Configure the Send Proposal/Estimate action inside the workflows to automatically send a document based on a trigger. you can also make use of the same templates created to automatically send proposals/estimates inside a workflow. This fulfills use cases like automatically sending proposals after opportunity status is changed, or a tag is attached to a contact, or using any other trigger.  To do this, users will need to head over to the “Automation” section of the CRM and create a workflow from there.

Image

Selecting User and the Template

The default/custom template configured inside the proposal and estimate settings will be used automatically to send the document from workflows as well.

Image

Workflow Automation, Business EfficiencyProposal management Sales Tools Business Solutions, Digital Transformation, Automation ToolsProductivity HacksSales AutomationTech TipsTekmatix
Back to Blog

© TekMatix 2025

© TekMatix 2025