Template
Sample estimate
- Template
- Sample template
- Total
- $400
- Plan
- Pro
Templates are Pro.
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Self-serve Growth trial. A configured follow-up is Pro.
The pipeline shows where a prospect sits. Estimates start on Growth and templates are Pro. Each morning a reminder can name the oldest leads still waiting in New, and the oldest in Contacted or Quoted. It is a prompt, not nurturing. Nothing on this page forecasts revenue or quotes a close rate.
Sample account · Sample data. Accept is a button on the link. Templates are Pro.
Template
Templates are Pro.
A saved template fills the estimate.
Templates are Pro.
A template fills an estimate, it is sent under the account name, the customer views and accepts it, and a deposit leaves a remaining balance. Accept is a button on the link. Stripe Connect is required for the deposit.
1. Lead
The enquiry is stored and sits on the pipeline. You see the stage. The product does not decide the prospect is warm.
2. Estimate
You send the estimate under the account name. Opening the link can mark it viewed. Accept moves the mapped stage. It is not an e-signature.
3. Prompt
The morning reminder covers a handful of the oldest untouched leads. It does not write to the prospect.
4. Workflow
A message to the prospect runs only when you configure a Pro workflow. Growth does not install one.
Growth to send. Pro for a saved template. No invoice and no payment reminder from this feature.
If the work starts from a form, the owner text is the Growth alert.
Pipeline
Stages you name. The board is the record of where the prospect sits, not a prediction.
Applies when a configured workflow or a campaign actually sends.
The same trial, when the work looks more like a job than a retainer.
Open, accept, and a deposit when Stripe Connect is connected.
Self-serve Growth trial. A configured follow-up is Pro.