Pre-builds
Pre-builds are the building blocks for getting the most from Zigaflow
6 articles
- Pre-builds explainedLearn what pre-builds include, where to set them up, and how to pick them from the New dropdown to apply preset templates, emails and tasks.
- Create or find a pre-buildOpen the pre-builds settings from the cog, choose the module you want to work on, and edit an existing pre-build or create a new one.
- Setting up a pre-buildCreate a pre-build with a name, PDF and email templates, staff notes, default sections, automated messages, tasks, eForms and attachments.
- Setting the document and email templates on a pre-buildThese are automatically used when a quotation, job/order, etc., is created from the pre-build.
- Pre-builds - set when an eForm is to be created and linkedAn eForm can be automatically created when the parent quotation, job/sales order moves to a new status
- Pre-builds - set when a feedback form is generatedChoose the status that generates a feedback form on a pre-build by appending a feedback pre-build and editing the status it is generated on.