Proposals and Estimates

How to use Proposals and Estimates?
More Tutorials From the Community https://www.youtube.com/watch?v=eqKz8ZFzCyY https://www.youtube.com/watch?v=zcHG8DHllQI Proposals and estimates allo...
Tue, 21 Nov, 2023 at 9:51 AM
How to customise notifications sent in Proposals ans Estimates
Improved Email Template Customisation and Enhanced Notifications Introducing a set of enhancements to Proposals/Estimates which will provide businesses w...
Sat, 21 Oct, 2023 at 4:30 AM
Automatic invoice creation after proposal/estimate is signed
Businesses would be able to have an invoice created automatically after the potential lead accepts/signs the proposal/estimate The generated invoice would...
Sat, 21 Oct, 2023 at 4:32 AM
Multiple recipient support on proposals and estimates
More Tutorials From the Community https://www.youtube.com/watch?v=eqKz8ZFzCyY https://www.youtube.com/watch?v=zcHG8DHllQI Businesses will now be able...
Tue, 21 Nov, 2023 at 9:49 AM
Create proposal templates and send proposals automatically inside a workflow
More Tutorials From the Community https://www.youtube.com/watch?v=eqKz8ZFzCyY https://www.youtube.com/watch?v=zcHG8DHllQI Businesses will now be able...
Tue, 21 Nov, 2023 at 9:45 AM
Proposals and Estimates trigger inside workflows
Business users are able to utilize the Proposals and Estimates trigger to trigger a workflow for use cases based upon the change in the state of a document...
Mon, 27 Nov, 2023 at 8:49 AM