What’s New?
- Seamless Auto-Linking: Every estimate you create from an Opportunity’s Payments tab (or via workflow) is instantly and automatically linked back to that Opportunity—so you never lose track of which deal it belongs to.
- On-Screen Linking Option in Payments: In the Payments tab, switch to Estimates and hit Create estimate. Simply check Link Opportunity and select the deal before sending.
- Fully Automated via Workflows: Drop a Send Estimate action into any Opportunity-triggered workflow (e.g. Status or Stage change). The system will create, send, and link the estimate to that opportunity for you automatically.
How to Use
Via Opportunities
- Open an Opportunity → select Payments -> Actions Menu → Create estimate
- You will be redirected to the estimate screen with the opportunity already linked to the estimate
Via Estimates
- From the Payments Tab -> Use the dropdown to choose Estimates, then click Create estimate.
- Within the estimate -> Select a contact -> Select a corresponding opportunity and Link it
Via Workflows
- Set up a Workflow trigger on an Opportunity event, add Send Estimate, and you’re done—estimate is created, sent, and linked automatically.
-> View it in the Payments tab in opportunities
Why We Built It
- To let you generate and track estimates right where you manage deals, keeping all your estimates visible and tied to the sales process.