OFFICE: On-Demand Estimate Generators

What is an On-Demand Estimate Generator?

An On-Demand Estimate Generator creates Estimates on demand. You can create & configure many different O-D Estimate Generators, each one designed to be used in a specific scenario. You pre-define the line items, the amounts, and if it is to be converted into an Invoice automatically on approval.  All it needs after the Estimate has been activated is to be triggered and told which Client (the target) should be assigned to the generated Estimate. You can trigger the On-Demand Esstimate Generator via a Kickoff Form, an Automation, or manually with just a few clicks.

How do I create an Estimate Generator?

Navigate to Office > Estimates.

Hover your cursor over Generators in the top navigation menu bar and select On-Demand Estimate.

Then click the +Add On-Demand Estimate Generator button.

You can then choose to create a Standard / Static or an Offer Choice of Items / Dynamic Choice Estimate Generator .

Creating an Estimate Generator is very much like creating an Estimate but with a few key differences.

CLICK HERE to learn how to create an Estimate.

The Title field gives you the option to use Placeholders so that you can dynamically create a unique Estimate Title.

Available Placeholders:  [client-first-name] [client-last-name] [current-year] [current-month] [current-day] [company-name] [organization-name].

You can then either add an existing Item, Discount, Tax or Subscription, or you can click the button to add a new one.

CLICK HERE to learn about Items.

Generator Settings: Choose from the dropdown menu how the Estimate will be generated when the Generator is triggered. You can choose Open (will immediately be assigned to the Client) or Draft Status.

Publish Settings: Set a Relative valid date for the Estimate and if you want it to automatically be converted into an Invoice select the Invoice Due Date based (starting from when the invoice is created) and tick the option to Automatically generate invoice when Estimate is approved.

Once you are finished creating your Estimate Generator you can Save as Open and use the Estimate Generator.

How can I assign an Estimate Generator?

For a new Client, you can assign an Estimate Generator while manually adding a Client into the platform or via Kickoff Form.

For an existing Client, you can assign an Estimate Generator through the CRM list.

Manually Add Contact

Navigate to CRM > Contacts and click the +Add Contact button.

In the On-Demand Estimate Generator section, you will be able to select an Estimate Generator from the dropdown menu.

TIP: This section will only appear when selecting the Client Role.

Kickoff Form

Navigate to Forms and click the +Add Form button.

When prompted, select Kickoff Form.

You will be able to choose an On-Demand Estimate Generator from the dropdown menu.

TIP: This section will only appear when selecting the Client Role.

Update Form

Navigate to Forms and click the  +Add Form button.

Click the + symbol at the bottom of the form.

Now click Trigger Automations

Click Configure Automations and Click the + symbol to reveal the Automation list.  From this list you can choose to add the On-Demand Estimate Generator.

CRM List

If you would like to apply an Estimate Generator to an existing Client navigate to CRM > Contacts.

Click the Options menu button (3 dots) for the Client and select Apply On-Demand Estimate Generator.

A modal will appear in which you can select the Estimate Generator from the dropdown menu.

How do I manage an Estimate Generator?

Navigate to Office > Estimate > Generators > On-Demand Estimate Generator and click the Options menu button beside the Estimate Generator you would like to manage.

Edit: Modify the details of the Estimate Generator

Manage Automations: Trigger Automations when Estimate is converted into an Invoice

CLICK HERE to learn about Automations

Duplicate: Make a copy of the Estimate Generator

Delete: Remove the Estimate Generator from the platform.  Note: This cannot be undone.