KNOWLEDGE CENTER

Contacts: Estimates now available in Payments tab

Contacts: Estimates now available in Payments tab

February 04, 20250 min read

How to use?

  • Go to Contacts -> Open a contact -> Select the Payment Tab -> Click on Create Estimate

Contacts: Estimates now available in Payments tab
  • Get redirected to Estimate builder with contact details pre-populated

Screenshot 2025-01-22 at 15
  • Add products and send the estimate & track them within the estimates dashboard

Contacts: Estimates now available in Payments tab
Contacts: Estimates now available in Payments tabContactsInvoicing
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Contacts: Estimates now available in Payments tab

Contacts: Estimates now available in Payments tab

February 04, 20250 min read

How to use?

  • Go to Contacts -> Open a contact -> Select the Payment Tab -> Click on Create Estimate

Contacts: Estimates now available in Payments tab
  • Get redirected to Estimate builder with contact details pre-populated

Screenshot 2025-01-22 at 15
  • Add products and send the estimate & track them within the estimates dashboard

Contacts: Estimates now available in Payments tab
Contacts: Estimates now available in Payments tabContactsInvoicing
Back to Blog