Pre-builds can incorporate specific functionality and templates for a particular business operation. They are a significant tool for automating your processes.
Benefits
Pre-set with document and email templates, reminders, and emails for the team to use.
Guide the user through different scenarios to ensure all the required information is entered.
How are they used?
Once you have added your pre-builds and given them a name, they appear in the 'New' Dropdown:
What is on Pre-build?
Items
Sections
Tasks
Automated Messages
Staff notes
Attachments
eForms
Feedback
Questions/Playbooks
Where are they set up?
Cog -> Pre-Builds.
Example
A company might have two types of quotes:
Low-value, high transaction volume
High-value, low volume
Each type needs a different response and operation. Pre-builds allow these to be set up and selected quickly.
Low-value, high transaction volume
This may have:
A simple quotation document
An email that encourages them to e-sign the quotation for quicker processing
Quick and frequent automated chaser emails that stop after a short period
No task reminders
Short terms and conditions applicable to the transaction value
A tag indicating it is a low-value quotation
An item for a delivery charge
High-value, low volume
This may have:
More in-depth quotation documents, including a cover sheet and specification pages
An email to the client that tells them they will be contacted again in several weeks
One chaser email, several weeks after the quote was sent
Task reminders for the salesperson to chase the quote by telephone at certain intervals
More extensive terms and conditions
A tag indicating it is a high-value quotation