• For the Actionera Marketing Portal
  • Not for the Creators Portal


TABLE OF CONTENTS

  • Overview
  • Action Name
  • Action Description
    • Action Details
    • Example: Home Renovation Estimate



Overview

The Send Estimate action makes it easy to send personalized estimates to your customers automatically whenever specific events occur like creation of opportunities or movement from one stage to other.



Action Name

Send Estimate



Action Description

This action enables the workflow to send a customized estimate using a template to a customer upon the occurrence of a specified trigger. Users can select templates and designate the estimate mode as live or test.



Action Details

Value NameDescriptionMandatory
Action Name
Descriptive name for the actionYes
From UserThe user is responsible for sending the estimateYes
Estimate Template
The template used to format the estimate contentYes
Estimate ModeChoose live for actual estimate of test for trialsYes



Example: Home Renovation Estimate

Scenario: A home renovation company wants to send estimates promptly when a potential client shows interest.


Setup:

  • Trigger: Opportunity Created (or any other relevant trigger)
  • Action Name: Send Home Renovation Estimate
  • From User: Sarah Johnson
  • Estimate Template: Home Renovation Proposal 
  • Estimate Mode: Live
  • Outcome: When the specified trigger occurs, the selected estimate is automatically sent to the customer, improving conversion potential.