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Workflows: Action Items
Workflows: Action Items
Detailed breakdown for how to send an action item
Travis avatar
Written by Travis
Updated over a week ago

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

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