Automating Estimates in Workflows with Enrollio

In Enrollio, estimates can now be incorporated into workflows, allowing users to automate actions like sending estimates, applying filters, and triggering events based on estimates. This provides a streamlined way to manage and automate various stages of your sales or billing process.

Creating and Using Estimate Templates

1. Creating an Estimate Template

Estimate templates can be created to standardize and reuse estimates in different workflows:

1. Navigate to the Templates tab under Invoices and Estimates.
2. Click on the New Estimate Template button.
3. Complete the required fields such as item descriptions, pricing, and terms, then save the template.
4. Existing templates can be cloned for reuse by selecting the template and clicking Clone.

Setting Up Workflows for Estimates

2. Using Estimate Triggers in Workflows

Workflows can now be set to trigger actions based on estimates. Here's how to integrate estimates within workflows:

1. In the Workflows section, either create a new workflow or edit an existing one.
2. Select Estimates as the trigger event.
3. You can apply filters to refine which estimates trigger actions, based on criteria such as template, value, or status. For example, you can trigger actions when an estimate exceeds a certain amount or when a particular template is used.

3. Sending Estimates via Workflows

You can configure workflows to automatically send estimates:

1. After setting up the trigger, add the Send Estimate action.
2. Choose the recipient and select the relevant Estimate Template.
3. Once configured, the workflow will send the estimate when the specified conditions are met.

Practical Applications for Automating Estimates

The ability to incorporate estimates into workflows provides a range of practical applications:

• Automated Estimate Delivery: Estimates can be automatically sent to clients based on certain criteria, such as the estimate's status or when a specific template is used.
• Filtering Estimates: Use filters within workflows to apply specific conditions, such as sending estimates only when they surpass a certain value or for specific client types.
• Streamlined Sales Processes: By integrating estimates into workflows, businesses can streamline parts of their sales pipeline, such as sending estimates automatically when opportunities reach certain stages.

This integration of Estimates with Enrollio Workflows offers more control and flexibility for managing customer interactions and automating key aspects of your business processes. Whether it's creating standard estimate templates or automating the sending of estimates based on specific conditions, these tools can help save time and reduce manual tasks.

If further assistance is needed, feel free to contact our support team for more details.