Direct Estimate Sending and Tracking from Contact Page

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

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