Estimates: New Filters and Product Descriptions

Managing estimates just got smarter and more efficient with Tekmatix’s latest update! These enhancements focus on improving workflow tracking, streamlining product descriptions, and optimizing invoice number management, making your financial operations more seamless and insightful.

Let’s dive into what’s new and how you can make the most of these features.

What’s new?

Track Viewed Estimates with New Workflow Filters

Keeping track of estimates is now easier than ever. With the new “Viewed” status filter, you can:

• Monitor which estimates have been viewed to improve tracking and engagement.

• Set up automated follow-ups based on whether an estimate has been seen.

• Enhance communication workflows by triggering specific actions when an estimate is viewed.

This update provides better oversight, helping you proactively manage client interactions and close deals faster.

Automatically Import Product Descriptions on Estimates

To improve efficiency and consistency, Tekmatix now automatically imports product descriptions when adding items to an estimate—mirroring how invoices work.

• If the “Import Product Description” toggle is enabled in Global Invoice Settings, product descriptions will populate automatically when an item is added to an estimate.

• This ensures uniformity between invoices and estimates, reducing manual data entry and maintaining clearer, more detailed estimates for clients.

No more copy-pasting descriptions—just seamless automation for a smoother workflow!

Optimized Invoice Number Blocking

We’ve listened to your feedback! Previously, users faced issues where certain invoice numbers were unintentionally skipped due to temporary blocking.

• This update optimizes the number assignment process, ensuring invoices are generated sequentially and without gaps.

• Now, you can rely on accurate numbering, avoiding missing invoice numbers and improving record-keeping.

Extended Product Description Limit for More Detail

Need to provide more comprehensive product details in your estimates? We’ve got you covered!

• The character limit for product descriptions in estimates has been increased from 100 to 1,000 characters.

• This allows for richer, more informative descriptions, ensuring clients receive all the necessary details upfront.

With this enhancement, you can communicate product information more effectively, leading to greater transparency and better decision-making for your customers.

How to Use These Features?

Set Up Viewed Status for Estimates in Workflows:

1. Go to Workflows in Tekmatix.

2. Add a filter for estimates using the new “Viewed” status.

3. Set up automated actions (e.g., email follow-ups) based on the estimate’s status.

Enable Automatic Product Descriptions on Estimates:

1. Navigate to Invoice Settings > Product Settings in Tekmatix.

2. Toggle on “Import Product Description.”

3. Start adding items to your estimates—descriptions will now populate automatically!

With these simple steps, you can streamline workflows, improve efficiency, and create more detailed estimates effortlessly.

Why These Updates Matter?

• Better Tracking and Engagement: Know when estimates are viewed and take action accordingly.

• Seamless Automation: Automatically pull product descriptions into estimates for consistency.

• Accurate Invoice Numbering: No more skipped numbers or inconsistencies.

• More Informative Estimates: Provide detailed descriptions with expanded character limits.

These enhancements are designed to make your estimating process smoother, more transparent, and more automated, giving you better control over your sales and billing workflows.