Estimate Specific Automations

You can set automations on an Estimate that will only run on that specific estimate.

You can do this when you edit an existing Estimate. 

To edit the estimate, go to the Finance Tab>Estimates.

Search for the Estimate then click the pencil button.

Once you are on the Estimate, you will see the Automations on bottom.

These automations are ONLY for this Estimate. They will not cause any automations on future or past estimates.

You can toggle all Automations off or on all together or individually.

If you turn the toggle off, all the automations will turn off and you will get this message.

If you toggle them all back on you see will see this message:

You also turn “Review” on/off for each automation.

This will allow you to be able to review each automation on your dashboard before it is actually sent.

At the bottom you will be able to see any automations that have already ran for this Estimate.

Updated on February 25, 2024
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