Proposals and Estimates - Create an invoice automatically after a proposal/estimate is signed

This article explains how businesses can automate invoice creation from proposals or estimates once accepted, detailing the settings and conditions required for this functionality.

Proposals and Estimates - Create proposal templates and send proposals automatically inside a workflow

This article outlines how to create and manage proposal and estimate templates in your CRM, enabling automated document sending within workflows.

Proposals and Estimates - How to customize notifications sent

This article details the latest updates to the Proposals and Estimates system, enhancing your CRM with customizable email templates and dynamic proposal customization to streamline communication.