We’re excited to introduce a new update that will streamline your payment and estimation processes directly within Opportunities. This update is designed to enhance your workflow by reducing manual steps and providing a more integrated approach to managing your business transactions.
You will now find a specially designated Payments tab within each Opportunity. This feature allows you to seamlessly manage your payment processes without having to navigate away.
When you create an estimate or invoice, you’re automatically redirected with all contact details pre-populated. Once you send the document, you’ll be redirected back to the Opportunity, ensuring a smooth workflow. This means less time spent on input and more focus on your deals.
We aimed to streamline the path from initial sale to final payment collection, all within an individual Opportunity. This means easier navigation through payment processes, saving you time and effort as you track your sales activities.
Looking forward, we are working on features that will:
These upcoming features are designed to further optimize your sales and payment workflows.
For more updates and to explore the many features we offer, request a demo or visit our product updates section.
In case you missed it, discover our Enhanced Document Management with Email Template Integration.