With the automations in WebCRM, you can create, update, delete and find quotation lines. We have created a few examples below for you to see and get inspiration on how to work with them.

Trigger Type: Manual

In this example, we create a button on Quotations that automatically adds certain quotation lines to the opportunity. This flow is created by choosing the manual trigger type and then Quotations.

In the first step you decide under Entity Type where to place the button, in this case Opportunity, and in step 2 you choose Create and then Entity Type Quotation line. The data fields Organisation and Opportunity will automatically fill out, and then you can add the Product Name field yourself.

Be aware if the notification next to entity type shows up! That means that not enough information is provided, and the automation will not be able to run.

Once you select the actual product, this notification will turn green, indicating that enough information is provided to find the data and run the automation.

Now you can add quantity or other things you want to specify, and you can of course also add several products. This is useful if you always add a certain group of products together, for example.

In this example, we have added the products 5 Consultancy hours and 1 Online Course Package, so these lines will be added, when activating this automation.

Trigger type: Entity event

This example builds on the one we've just looked at. It will add quotation lines to your quotations, but instead of triggering it manually with a button, they are added based on a value in a different field, in this case the Main Product/Service field, when a quotation is created.

After creating the flow, you set up the first step with the trigger Opportunity created.

Next step is a condition step, where you define that the Main Product field on Opportunities should not be blank, AND it should not equal the Select option.

The last step is creating the quotation line, and next to the Name field, you choose Mapping and then the Main Product field. When you use the mapping settings, your field will turn blue.

This means that you can map a Main Product to a specific quotation line, so when you create a new quotation and choose a Main Product, this or these specific lines will also be added.

See more about the mapping with quotation lines in automations in this video:

Trigger Type: Entity time

If you sell subscriptions, this addition to the automations will come in very handy for you. You can create an automation that is triggered after a certain amount of time, for example after 1 year or 6 months, and it will then create a copy of your quotation with the same quotation lines, all ready to send to the customer for renewal.

Now, you no longer need to remember to run reports or lists to make sure renewals are created in time.

After creating the flow, you set up the first step with the trigger Opportunity time reached.

In this example, we have created a custom date field on Opportunities called Subscription date, and this is the one we use for the trigger.

We take that date and add 12 months, meaning the automation will then run 12 months after this date.

In order to set this up, you choose Expression and the option of adding time appears.

Next step is a Create step, where you choose the entity type Opportunities. This is the new opportunity that will be created (copied) and you have 3 mandatory fields here with Pipeline level, Organisation and the Order date.

For the order date, we do the same as above, use the Expression function and add 1 year.

In the next step, you use the Find function, choose Quotation line as your entity type, and make sure to adjust the max results to be found to more than 1 here. In this example, we have just set it to 100.

The final step is the Create Quotation line step.

In the first two mandatory fields, you need to make sure you choose the Organisation system ID from the Opportunity and the Opportunity system ID, also from Opportunity.

The rest of the fields you choose from Quotation line, like Name, Quantity, Price, etc.

You find these fields by clicking on the cogwheel and choose Field, then you get to choose the different values.

Once this is done, all there's left to do is to activate your automation and save!

Trigger Type: Manual

When deleting via automations, you have the option to automatically delete quotation lines based on a search term. In this example, this action will be manually triggered.

First, in the trigger setup, you determine where to place the button, which in this case is Opportunity.

Next, we create a field label called "Search name," where you can input text to be used in the automation. You'll see it in action when the automation runs.

Now, we set up a Find step and add an "AND" condition to locate quotation lines containing the search name entered in the trigger field.

Specify the number of results you want the automation to find and delete.

Then, we add the delete step. When deleting, the options are limited to automatically deleting quotation lines or documents. For this scenario, we choose quotation lines.

Finally, activate and save the automation.

Once saved, navigate to an opportunity and select the delete automation.

For instance, if you want to delete all quotation lines with the word "Consultancy" in them, type that in and submit.

The specified quotation lines will then be deleted.

See it all in action here in this video: