Add 'won' or 'signed' in automation for estimates. | Feature Requests

Add 'won' or 'signed' in automation for estimates.

in progress

Freddy

We'd like to send out a notification to admin when an estimate is signed. It does have 'approved' but someone manually has to go in and set that.

May 3, 2022

Brittney

Is there a planned automation for when an estimate is "won" or "approved" that it will auto update the stage?

Diane Temmen

Just getting started with Estimates and we may be missing something... But it would be nice to have a status of "Converted" so we know that the estimate has been converted to a job.

Maor Livne

marked this post as

in progress

We added the 'won' state

Freddy

Maor Livne: I saw that thank you! Can you guys add "Assigned Tech" under the shortcode so we can add the name of the Tech the estimate belongs to?

Maor Livne

marked this post as

under review

Kanai Picanco

Maor Livne: I would say the same thing, If you folks could add an option to filter out who did each estimate. Even after the estimate is approved and synced, I would like to see Who won the estimate and give a bonus to that person.