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Link Estimate To Project

Go to Menu -> Sales -> Estimates and click Create New Estimate
Select customer.
A drop-down with projects will be shown below the customers select field (if no projects associated with the selected customer the dropdown with projects wont be shown)
Select the project
Configure the estimate for your needs
Save the estimate
Navigate to the project area and click on the tab Sales->Estimates you will be able to see the newly created estimate associated with your selected project.

Send Contact Set Password Link (EN)

Follow the steps if you want to send set password link to your contact. 1. When creating new co...
Create New Proposal (EN)

From the main menu navigate to Sales->Proposals and on the top left side click the Create Pr...
Sending Proposals to Customer or Lead (EN)

We assume that you already have created the proposal. Click on the mail icon from the right sid...
Proposals Templates (EN)

In order to make the proposal process creation easier, in CRM you can create predefined HTML templat...
Proposals Expiration Reminders (EN)

You can send expiration reminders to the lead/customer that this proposal is assigned, email wi...