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