When using the "Send Quote" step in your workflow, you now have a new option for how to define when this step is marked as "completed."

You can now define this "completed" status based on related actions that occur for the contract or invoice that is attached to the quote. 

To do this, navigate to your workflow page, and add a new action item: Send a Quote 

Once you select your quote template, it will let you know what other document templates are saved to that quote template (see image below). 


Under "Completed": You will now see the following full list of options:

  • "When contract is signed"
  • "When the first invoice payment is made"
  • "When the invoice is fully paid"
  • "When all items have been completed" (Quote Accepted, Contract Signed, Invoice fully paid)

Feel free to reach out via Live Chat if you still have any remaining questions and we'll be happy to help out!

Keywords: Workflows, quotes, when completed, contract signed, invoice, pay invoice

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