Enhance Your Workflow with Live Activity Tracking for Estimates
We’re excited to introduce a new feature that brings unprecedented transparency and efficiency to your estimates management! You can now track the entire lifecycle of your estimates—from sending to signing—right from your dashboard.
What’s New?
With the new activity tracking capability, you’ll be able to:
- Monitor Every Step: Follow your estimate from the moment it’s sent, edited, and viewed to when it’s finally signed.
- Quick Access: Simply click on “view history” in the options menu to get an overview of your estimate’s entire history.
How to Use It?
Getting started with this feature is simple:
- Navigate to Estimates: Head over to your Invoices & Estimates section and select Estimates.
- Find Your Estimate: Locate the dashboard section on the line item of the estimate you’re interested in.
- Access Detailed Logs: Click on the three dots menu and select “view history.”
- Review Actions: View all actions related to the estimate in the right drawer for a comprehensive log.
Why We Built It
We understand that keeping track of estimates is crucial for streamlining your processes. This new feature enables you to:
- Stay Informed: Know the current status of your estimates instantly.
- Accelerate Closures: Use real-time data to move towards closing deals faster.
Experience the efficiency of this new feature and integrate it into your daily workflow.
In Case You Missed It
Elevate your project management skills further by checking out our recent updates on similar template suggestions for a streamlined search experience.
For more support, visit our Support Page or contact us for a demo request.
