new
improved
Invoicing
Contacts
Contacts: Estimates now available in Payments tab
What's new?
- Users now get access to sending an estimate directly from the contact page
- Click on create estimate and get contact details pre-populated
- Once sent, track it from the estimates dashboard.
How to use?
- Go to Contacts -> Open a contact -> Select the Payment Tab -> Click on Create Estimate
- Get redirected to Estimate builder with contact details pre-populated
- Add products and send the estimate & track them within the estimates dashboard
Why we built it?
- To make quote/estimate sending simpler and way more convenient from the contact page