Direct Estimate Sending and Tracking from Contact Page

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.

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