OFFICE: On-Demand Estimate Generators
Create and trigger pre-configured estimates automatically with On-Demand Estimate Generators in Unificus.
What is an On-Demand Estimate Generator?
An On-Demand Estimate Generator automatically produces Estimates whenever you need them. You can set up multiple generators, each tailored for different business situations. Before activation, you’ll define the line items, pricing, and whether Estimates should convert to Invoices upon approval. Once configured, the generator only requires a trigger and the target Client name to produce an Estimate. Triggers can come from a Kickoff Form, an Automation, or a manual action.
How do I create an Estimate Generator?
Go to Office > Estimates.
In the top navigation, hover over Generators and select On-Demand Estimate.
Click the +Add On-Demand Estimate Generator button.
You’ll choose between a Standard / Static or a Dynamic Choice of Items generator type.
Creating a generator follows the same process as creating an Estimate with some additions.
CLICK HERE to learn how to create an Estimate.
The Title field supports Placeholders for dynamic naming:
Available Placeholders: [client-first-name] [client-last-name] [current-year] [current-month] [current-day] [company-name] [organization-name].
Add existing Items, Discounts, Taxes, or Subscriptions, or create new ones.
CLICK HERE to learn about Items.
Generator Settings: Use the dropdown to select how Estimates appear when triggered—either Open (assigned immediately to the Client) or Draft Status.
Publish Settings: Set the Estimate’s validity period and configure automatic Invoice conversion. Choose the Invoice Due Date reference (from creation date) and enable the option to Automatically generate invoice when Estimate is approved.
When finished, select Save as Open to activate and use your generator.
How can I assign an Estimate Generator?
You can assign a generator while adding a new Client or updating an existing one through multiple methods.
Manually Add Contact
Go to CRM > Contacts and click the +Add Contact button.
In the On-Demand Estimate Generator section, select a generator from the dropdown.
TIP: This section appears only when the Client Role is selected.
Kickoff Form
Navigate to Forms and click the +Add Form button.
When prompted, choose Kickoff Form.
Select an On-Demand Estimate Generator from the dropdown menu.
TIP: This section appears only when the Client Role is selected.
Update Form
Navigate to Forms and click the +Add Form button.
Click the + symbol at the bottom of the form.
Select Trigger Automations.
Click Configure Automations and then the + symbol to see available options. From the list, add the On-Demand Estimate Generator.
CRM List
To apply a generator to an existing Client, go to CRM > Contacts.
Click the Options menu (3 dots) next to the Client and select Apply On-Demand Estimate Generator.
A modal opens where you can select the generator from the dropdown.
How do I manage an Estimate Generator?
Go to Office > Estimates > Generators > On-Demand Estimate Generator and click the Options menu button next to the generator you want to manage.
Edit: Update the generator’s settings and details.
Manage Automations: Set up Automations that trigger when an Estimate converts to an Invoice.
CLICK HERE to learn about Automations.
Duplicate: Create a copy of the generator.
Delete: Remove the generator permanently. Note: This action cannot be reversed.