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Contacts: Estimates now available in Payments tab

January 22, 2025/in What's New? Dashboard, Payments


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

https://clixio.io/wp-content/uploads/2025/01/7609b66e4a890918e1773f1a773a2417-scaled.png 1299 2560 Clixio.io https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png Clixio.io2025-01-22 19:38:002025-01-22 19:38:00Contacts: Estimates now available in Payments tab

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