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
    1. 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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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

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

    Workflow document feature example Workflow document feature example
  • Collect payments for Get an Estimate for Some Service

    Workflow document feature example Workflow document feature example
  • Authenticate recipients for Get an Estimate for Some Service

    Workflow document feature example Workflow document feature example
  • Request attachments for Get an Estimate for Some Service from recipients

    Workflow document feature example Workflow document feature example
  • Integrate Get an Estimate for Some Service with dynamic web-forms

    Workflow document feature example Workflow document feature example
  • Auto-generate documents from data in Get an Estimate for Some Service

    Workflow document feature example Workflow document feature example
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Automate business interactions with airSlate products

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Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
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Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
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Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

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Stay up to date with industry-leading security standards to protect your sensitive information
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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.