When you send an action item, you have the option to attach a quote template to a workflow as well as email templates, questionnaire templates, contract templates and invoice templates. You can also use an action item to start a new workflow.
The image below shows you what this looks like when editing a workflow. The second image below shows how you can choose which template you would like to send. You also have the option to choose a specific time for when you would like the quote to send.
**Note: You will want to be sure to create these templates ahead of time, so that they are available in the dropdown menu when creating your workflow.
When a client accepts a quote you will be notified by email. The email will say "A quote has been accepted". Please take a look at the following article that describes when you will see email notifications after documents are accepted, completed or signed.
There isn’t a way to send notification emails to multiple emails after a client accepts a quote, signs a contract, pays an invoice or completes a questionnaire, but you do have the option of viewing the Document as a “Preview” and sending the URL link to additional clients if necessary.
*This feature my not be available on all plan types.
Click here to learn more about Workflow Action Items, To-dos, and Pauses
Keywords: Quote, Document, Invoice, Send, Automate, workflow