What’s New?
– Connectly users can now send an estimate directly from the contact page.
– Just click on create estimate and the contact details will be pre-populated for your convenience.
– Once sent, you can easily track it from the estimates dashboard.
How to Use This Feature?
– Navigate to Contacts, open a specific contact, select the Payment Tab, and then click on Create Estimate.
– You will be redirected to the Estimate builder with the contact details already filled in for you.
– Add products and send the estimate. After that, you can track them within the estimates dashboard.
Reasons behind the Update
– We built this feature to make quote or estimate sending simpler and a lot more convenient right from the contact page.