Exciting Updates and How to Use Them
We’re excited to announce the latest updates from HighLevel – ‘Estimate Templates’ and ‘Enhanced Workflows’. Now you can create, save, and clone estimates within the Templates section of Invoices and Estimates. We’ve also added enhancements to workflows which can be tailored according to your convenience.
Estimate Templates
To get started, go to the Templates section in Invoices and Estimates. Click on ‘New Estimate Template’. Here you can fill in required details to create an estimate template.
Once saved, you can create a copy by selecting the template and clicking ‘Clone’.
Enhanced Workflows
Head over to the Workflows section to witness our new trigger for Estimates. This functionality enables you to automate actions based on different estimate events. Furthermore, HighLevel now allows users to filter estimates by template, value, or status.
Sending your estimate directly from HighLevel’s workflows has become easier too! Simply add the ‘Send Estimate’ action to your workflow, configure the user, and select the template you wish to send.
Our Mandate
Having launched estimates recently, we wanted to ensure that our workflows support automations based on them. This is crucial for users aiming to automate sending invoices or contracts, based on estimate status.
We trust that these enhancements at HighLevel will make your experience even more streamlined and efficient. Stay tuned for more updates!
