Estimates: Activity Tracking to check the status is live!
Estimates: Activity Tracking Now Live! | Clixio Changelog
- Send out an estimate and view its entire history from sent, edited, viewed, to signed – just by clicking on view history in the options menu.
- Open Invoices & Estimates -> Estimates
- Scroll to the dashboard on the line item of the estimate that you want to know the status of.
- To view detailed logs, click on 3 dots and click on view history.
- View all the actions that happened on the estimate in the right drawer.
- Will help users to know the actual status of their estimates on the go & use the current status to take it to closure sooner.