The Estimates Tab in LeadConnector Mobile App
Creating and managing estimates is now simpler than ever with the mobile estimates feature, enabling users to build and send estimates directly from a mobile
How to Use the Estimates Feature
Step 1: Access the Estimates Section Step 2: Create an Estimate Step 3: Client Interaction Step 4: Convert to Invoice Step 5: Track and Manage
The Estimates Workflow Trigger and Action
Enhancing workflows to automate actions based on estimated events can greatly improve efficiency in managing business processes. This article will guide you through the key
How to Create a Proposal or Estimate with Multiple Signatures
Proposals and estimates are an essential part of any business, especially when they require approval from multiple people. In this guide, we’ll walk you through