Movegistics AI Product Updates
Release notes, feature announcements, and improvements from the product team.
Release notes, feature announcements, and improvements from the product team.
Release notes, feature announcements, and improvements from the product team.
Following up with customers after sending an estimate is one of the most important steps in the sales process. However, sales teams often have to manually return to a Work Request, locate the estimate, copy the estimate link, and send reminder emails to customers who haven’t yet reviewed or approved their estimate.
To simplify this process, Movegistics AI now introduces the new Estimate Link Merge Field ({{estimateLink}}).
Using this merge field together with Email Templates and Automation Rules, organizations can automatically send personalized estimate reminder emails days after the original estimate has been sent. Instead of manually sending reminder emails, Movegistics AI automatically delivers them based on your configured schedule, helping your team stay engaged with customers while saving valuable time.
This enhancement introduces:
{{estimateLink}})This enhancement is ideal for:
When an estimate is first created, sales representatives already send it to the customer using the Send Estimate button.
However, many customers do not immediately review or respond to their estimate. Traditionally, sales teams must manually return to the Work Request and resend the estimate link as a reminder.
With this enhancement, that follow-up process is completely automated.
Simply create an email template using the new Estimate Link merge field and configure an automation rule to send reminder emails after a specified delay—such as two or three days after the original estimate is sent.
This helps organizations:
📍 Navigation
Settings → Conversations → Templates
Click the + button to create a new Email Template.
Complete the template by entering:
Within the email body, insert the new merge field: {{estimateLink}}
When the email is sent, this merge field automatically generates a secure link that directs the customer to review their estimate.
📍 Navigation
Settings → Automation
Click the + button to create a new automation.
Configure:
Rule Name: Estimate Reminder
Rule Type: Email Rule
Audience
Template: Select the Estimate Email Template created in the previous step.
Set the automation trigger as:
Trigger: Estimate Sent
Pipeline: Sales
Stage: Equals To Stage : Estimate Provided
This ensures the automation begins only after the original estimate has already been sent to the customer.
Choose when the reminder email should be sent.
Examples include:
This allows organizations to automate their estimate follow-up process based on their preferred sales workflow.
From the Work Request, create the estimate and send it to the customer using the standard Send Estimate button.
Once the estimate is sent, the Sales Pipeline automatically updates to Estimate Provided, activating the automation workflow.
After the configured delay (for example, two days later), Movegistics AI automatically sends the reminder email to the customer.
The email includes the Estimate Link, allowing customers to access their estimate without requiring the sales team to manually resend it.
By clicking the Estimate Link, customers can:
This provides a seamless self-service experience while helping organizations improve follow-up consistency and estimate conversion rates.
{{estimateLink}} merge field and automate their delivery through Automation Rules. Whether you choose to remind customers two days, three days, or several days after sending an estimate, Movegistics AI ensures every customer receives a timely follow-up—without requiring your sales team to manually revisit the Work Request and resend the estimate link.