Effortlessly automate Get an Estimate for Some Service using Flow template

The Get an Estimate for Some Service Flow Template is used to speed up the process of generating leads and improving customer conversion rates.

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Attract more potential customers to your business

Forget about spending hours generating leads and not having enough time to act on them. Use the Get an Estimate for Some Service Flow Template to set up a fully automated document-based workflow that will streamline the process of collecting client feedback, evaluations, launching online registrations, etc.

Among other things, airSlate’s business process automation empowers you to:

  1. Save costs and employee resources
  2. Reduce paperwork and eliminate repetitive tasks
  3. Eliminate human error and inaccuracies
  4. Make the user experience exciting and stress-free

      5. Save an enormous amount of time that you can redirect to other, more productive aspects of your business. Incorporate automation into your daily processes and eliminate manual paperwork routines once and for all.

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Pre-fill Get an Estimate for Some Service fields from a CRM, Spreadsheet or database records

Extract data from Get an Estimate for Some Service to a CRM, Spreadsheet or database

Archive Get an Estimate for Some Service to Google Drive, Dropbox, OneDrive and other cloud storage services

Assign recipients to fields and route the document automatically

Automate repetitive tasks in CRMs, G Suite, and other systems of record

Save an average of 8 hours per week with an automated Get an Estimate for Some Service workflow

Spend an average of 10 minutes to complete a Get an Estimate for Some Service document

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No-code automation, integrations, configuration and distribution of Get an Estimate for Some Service

  • Add additional fillable fields to Get an Estimate for Some Service

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  • Embed fillable Get an Estimate for Some Service in your website or distribute it via a public link

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  • Collect payments for Get an Estimate for Some Service

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  • Authenticate recipients for Get an Estimate for Some Service

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  • Request attachments for Get an Estimate for Some Service from recipients

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  • Integrate Get an Estimate for Some Service with dynamic web-forms

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  • Auto-generate documents from data in Get an Estimate for Some Service

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Configure no-code airSlate Bots in minutes to pre-fill or extract data, integrate into a single or multiple systems of record, automate routing and decisions, or set up reminders, and notifications. Any repetitive task can be done by an existing Bot, or we can build a new one.
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Document generation
The most powerful document generation engine with text tags, fillable fields, e-signature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
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Accept payments
Connect to a payment gateway and accept credit cards, ACH or other forms of payment. Use no-code airSlate Bots to quickly integrate payment collection into contract negotiation, quote-creation, invoicing or accounting.
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Workflow automation
Automate routing, approvals, data collection, reporting and other workflows using no-code airSlate Bots. Configure and deploy them in minutes, no API, coding or complicated standards to learn.
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Contract negotiations
Pre-fill, generate from templates, comment, redline, track changes, approve and e-sign contracts in a single, integrated no-code business automation platform.
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Built-in e-signing
Use airSlate’s enterprise-grade e-signature to set up any multi-signature role-based workflow.
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Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
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Contract management
Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.
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Custom analytics are as easy to set up as our no-code airSlate Bots. Create graphs and reports based on any field in a document, data value, or activity in your workspace.
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HOW iT WORKS

How to Effortlessly automate Get an Estimate for Some Service using Flow template

Watch our quick user guide video and learn how to use the Effortlessly automate Get an Estimate for Some Service using Flow template. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Effortlessly automate Get an Estimate for Some Service using Flow template

to get an estimate for some service. Now let's go ahead and customize this template according to our needs. First, let's select the triggering action for our flow. In this case, we want the flow to trigger when a new item is created in our SharePoint list. Next, let's configure the approval process. We can define the email subject, email body, and the approver(s) for the request. We can also set a due date for the approval. Additionally, we can customize the email notifications that will be sent to the approvers. We can define the email subject and body for both approval and rejection notifications. Moreover, we can add multiple approvers and define whether all the approvers need to approve the request or just one is enough. Once the approval is completed, we can set the status of the SharePoint list item based on the approval outcome. In our case, if the request is approved, we will set the status to "Closed", and if it is rejected, we will set the status to "Rejected". Furthermore, we can enable reminders for the approvers to ensure timely responses. We can configure when and how many reminders should be sent. In addition to the approvals, this template also includes a history log so that we can track the approval process for each item in the SharePoint list. Finally, we can save and test our flow to ensure everything is working as expected. That's it! We have successfully customized the "Get an Estimate for Some Service" flow template to automate the approval process for our SharePoint list items. Now, whenever a new item is created in our list, the flow will trigger, and the assigned approver(s) will receive an email to review and approve the request.
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