Your Opportunities section helps you visualize the customer journey, with payments playing a key role. Whether it’s invoices, estimates, or transactions, having quick access to this information from the opportunity card ensures your data stays updated and easily verifiable. This feature makes that process seamless—let’s explore how it works!
Estimates are a great tool to captivate clients’ attention while informing them of the price of your services. However, since they are specific to the client’s needs and specifications you must ensure that all information is correct and this feature improvement will help you guarantee that!
Estimates are the first step toward turning interest into a completed purchase, and sending an invoice quickly can be the difference between making a sale and being ignored. This new feature ensures greater efficiency—let’s take a closer look!
Custom Values and Partial Quantities allow for additional personalization and specificity in your Estimates. Since every customer is a little different we know your projects will be too. This new feature aims to address that need and ensure your Estimates are accurate and flexible.
