Automated Quote Acceptance - WorkGuru

Setting up an Automated Quote Acceptance Workflow in WorkGuru

WorkGuru.io quote acceptance workflow is one of my favourite features, as it can save businesses significant time and ensure clarity for both the business owner and the client.

The Quote Sending Process

Once you have a quote ready in the system, you can easily send it to your client. Work Guru offers a range of options and customization features to enhance the quote's presentation and content.

How to Send a Quote:

  • Select the desired quote to email

  • Choose quote template

  • Select the recipient of the quote

  • Attach any relevant files, such as drawings or proposals

  • Populate the quote with essential text

  • Include the quote signing link

  • Send

The Client's Perspective

The quote email includes a link that allows the client to sign the quote electronically. The client is taken to a portal where they can easily review its contents and any additional information provided. Work Guru's workflow ensures that the client reads every page of the quote before reaching the signing section. Once they agree to the terms and conditions outlined in the quote, they can provide their electronic signature.

Quote Acceptance and Project Creation

Once the client accepts the quote, a notification is triggered. Both the client and the business receive notifications confirming the acceptance. Additionally, the business receives a notification indicating the creation of a new project.

Upon accepting the quote and creating a new project, Work Guru provides a comprehensive overview of the project's details. Key features include:

  • Attachment of the accepted quote for easy reference

  • Inclusion of the signed quote as a file attachment

  • Availability of all quoted hours and materials for easy access

  • Flexible customization options, such as editing project dates and adding custom fields

  • Assignment of project managers and team members to tasks

This seamless integration between the quote acceptance and project creation stages allows businesses to stay informed and take immediate action.

With the quote acceptance workflow, businesses can effortlessly transition from the quoting phase to project execution. After adjusting project details and assigning team members to tasks, you are ready to start work.

Heidi Seal