Proposal Automations

Introduction

Proposal Automations can increase conversion rates and efficiency on your team. Below are details on what triggers each of the proposal automations. For steps to set-up check out this article.

*Note: Once the proposal automation settings have been created and the automation set to active, the notifications will collect all records that fit the parameters set by the automation settings, client eligibility, being in proposal state, having already received a proposal + no previous automation being sent.

 

Table of Contents

- Client Proposal Followup

- Client Unpaid Deposit Notification - Premier Only

 

Client Proposal Followup

mceclip0.png

  • Conditions 
    • Job is in the proposal state.
    • An initial proposal email is sent to the client.
    • The proposal is not accepted by the client.
    • The proposal meets the configured automation wait time set by the user.
  • Event 
    • Triggers a notification to the same recipient(s) as the original proposal email regarding a follow-up on a proposal.

 

Client Unpaid Deposit Notification - Premier Only

mceclip3.png

  • Conditions 
    • The Proposal is Accepted
    • Deposits are enabled on this job
    • The Deposit balance greater than zero
    • An initial proposal email is sent to the client.
    • The proposal meets the configured automation wait time set by the user.
  • Event
    • A notification is sent to the same recipient(s) as the original proposal email regarding an unpaid deposit required to start the job.
  • Notes
    • This automation is set to run hourly to find all invoices that have been marked "sent" and have a "due date" occurring based on the job's configuration.

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.