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Start from a template

Templates give you a working workflow with the emails already written. Edit anything before you publish.
  1. Go to Workflows and click New workflow
  2. Search, or filter by Quotes or Bookings
  3. Click a template
The workflow opens as a Draft. Nothing sends until you click Publish and start. Want a blank canvas instead? Click Start from scratch. You get an empty Quote sent workflow, and you can change the trigger right away.

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Available templates

Templates on Quote sent and Quote created stop when the customer replies by email or books. Change that under Stop when.

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Quote follow-up

Seven emails after you send a quote, on days 1, 3, 5, 8, 12, 17, and 22. Each email is a Wait followed by an Email. Emails come from whoever sent the quote. To use it, choose the workflow in the Send Quote modal. See send a quote with a workflow.

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New inquiry welcome

One email, “Thanks for reaching out,” the moment a quote is created. It starts with Only start when → Quote source is Lead form and Quote type is Manual. Quotes your team creates don’t get it, and neither do instant quotes, since those are already priced and sent. Remove a condition to send it more widely.

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Quote template by service

A Branch with one path: Services include your first service, then Use quote template. Everyone else gets your default template. Add a path for each service that needs its own look.

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Booking confirmation

One email, “Your booking is confirmed,” with the event date, time, and address. It starts with Only start when → Booking source is A quote, so bookings your team adds without a quote don’t get it.

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Before the event

  1. Wait until 14 days before the first event starts
  2. Send window, weekdays 9:00 AM to 5:00 PM
  3. Email asking the client to confirm details like guest count
  4. Wait until 3 days before the first event starts
  5. Send window, weekdays 9:00 AM to 5:00 PM
  6. Email reminding them the event is coming up

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Post-event thank-you

  1. Wait until 1 day after the last event ends
  2. Send window, weekdays 9:00 AM to 5:00 PM
  3. Email thanking them and asking for a review
Before the event and Post-event thank-you run for every booking, including ones your team adds by hand. To limit one to bookings made from a quote, add Only start when → Booking source is A quote.

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More ideas

These aren’t templates, but each one takes a few minutes to build. Learn more about conditions and branches, timing, and actions.