Create and send Estimates

phil_swellyphil_swelly Member Posts: 2

I read about future work packages that includes "Create and send Estimates" on your roadmap.

Is that something you are working on? Or is it ready but not documented yet?

Or workflow would look like this:
Entry: CRM (Hubspot) deal created

  • create estimate
  • send estimate
  • edit estimate if needed
  • send estimate again if edited
  • convert to invoice (when CRM deal moved)
  • send invoice
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