Streamlined Estimate Creation Now Available in Payments Tab
Exciting New Feature: Direct Estimate Creation from Contact Page
We’re thrilled to announce a valuable enhancement to your workflow—estimate creation is now conveniently integrated into the Payments tab directly from the contact page. This feature is designed to save you time and streamline your processes by allowing you to send estimates quickly and efficiently.
Key Benefits
- Effortless Estimate Creation: Users can now send an estimate directly from the contact page, making it easier than ever to manage quotations within your workflow.
- Automatic Pre-population: When you click on “Create Estimate,” the contact details are automatically pre-populated, helping to reduce manual data entry errors and speeding up the process.
- Easy Tracking: Once an estimate is sent, it can be tracked seamlessly from the estimates dashboard, ensuring you stay on top of your business engagements.
How to Utilize the New Feature
- Navigate to the Contacts Section: Go to the Contacts menu and open a specific contact.
- Access the Payments Tab: Once the contact is open, select the Payment tab and click on “Create Estimate.”

- Estimate Builder Pre-population: You will be redirected to the Estimate builder, which comes pre-populated with the contact details.

- Finalize and Send Your Estimate: Add any necessary products, finalize the estimate, and send it. You can track all your estimates from within the estimates dashboard.

Purpose of This Feature
The motivation behind developing this feature is to simplify and enhance the process of sending quotes or estimates right from the contact page. We understand your need for convenience and efficiency, and this development is aimed at providing maximum ease in your business tasks.
Looking to stay updated with more features? Explore our other product updates!
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