Contacts: Estimates now available in Payments tab

/in ,


Contacts: Estimates now available in Payments tab | Clixio Changelog


















**Users now get access to sending an estimate directly from the contact page**

  • Click on create estimate and get contact details pre-populated
  • Once sent, track it from the estimates dashboard

**How to access:**

  • Go to Contacts -> Open a contact -> Select the Payment Tab -> Click on Create Estimate
Screenshot 2025-01-22 at 15
  • Get redirected to Estimate builder with contact details pre-populated
Screenshot 2025-01-22 at 15
  • Add products and send the estimate & track them within the estimates dashboard
Screenshot 2025-01-22 at 15
  • To make quote/estimate sending simpler and way more convenient from the contact page