Who This Is For / When to Use
This feature is for accounts that send estimates regularly and want to automate estimate delivery, follow-ups, or downstream actions based on estimate status.
Use this when you need:
Reusable estimate layouts
Automated estimate sending
Workflow logic based on estimate activity
Estimate Templates Overview
Estimate templates allow you to create standardized estimate layouts that can be reused or cloned.
What Estimate Templates Support
Reusable estimate structure and line items
Cloning for faster setup
Workflow-based sending
Each template can be selected manually or referenced inside workflows.
How to Create an Estimate Template
Steps
Go to Payments > Invoices & Estimates
Open the Templates tab
3. Click New Estimate Template
4. Enter the estimate details
5. Save the template
Cloning an Existing Template
Select an existing estimate template
Click Clone
Modify and save the new version
Each cloned template functions independently.
Estimates Trigger in Workflows
Kyrios includes a dedicated Estimates workflow trigger.
What the Estimates Trigger Detects
Estimate creation
Estimate status changes
Estimate-related workflow entry
This trigger allows workflows to start automatically when an estimate event occurs.
Estimate Workflow Filters
When using the Estimates trigger, filters can be applied to control which estimates enter the workflow.
Available Filters
Template – trigger only for a specific estimate template
Value – filter by estimate amount
Status – filter by estimate status
Filters are evaluated before workflow actions run.
Send Estimate Workflow Action
Workflows now include a Send Estimate action.
What the Send Estimate Action Does
Sends an estimate automatically
Uses a selected estimate template
Sends from a selected user
This action can be combined with delays, conditions, or additional workflow steps.
Example Automation Use Cases
Automated Estimate Sending
Trigger: Estimate created
Action: Send estimate automatically to the contact
Status-Based Follow-Up
Trigger: Estimate status changes
Filter: Status equals “Accepted”
Action: Trigger invoice or contract workflow
Value-Based Routing
Trigger: Estimate created
Filter: Estimate value above threshold
Action: Notify internal user or route workflow
Why This Feature Exists
Estimate workflows were added to ensure automation parity with invoicing and contracts.
This enables:
Automated estimate delivery
Automated invoice or contract workflows based on estimate status
Reduced manual sending and follow-up work
Common Issues and Fixes
Estimate Is Not Sending From Workflow
Confirm the workflow includes the Send Estimate action
Verify the selected template still exists
Confirm the workflow is published
Workflow Does Not Trigger
Ensure the Estimates trigger is selected
Check that filters match the estimate’s template, value, or status
FAQ
Can estimate templates be reused across workflows?
Yes. Any saved estimate template can be selected in multiple workflows.
Can workflows trigger when an estimate is accepted?
Yes. Use the Estimates trigger with a Status filter set to the accepted state.
Can estimate templates be cloned?
Yes. Any estimate template can be cloned from the Templates section.
Can estimates be sent automatically without manual action?
Yes. The Send Estimate workflow action sends estimates automatically when trigger conditions are met.