Estimates using Templates – Mobile App v3.98.1

We are thrilled to announce our latest update to mobile payments – the ability to quickly create an estimate using templates! Any templates created for Estimates on the Clixio web app will now be accessible on the mobile app. This update is live on v3.98.1 for Clixio and LeadConnector, with an update available for the Whitelabelled mobile app (to be requested).

1. Log in to the mobile app and open your preferred sub-account.
2. Navigate to the Estimates module from the left-hand navigation bar.
3. You will now see two tabs on the Estimates homepage – Estimates and Templates. Switch to the Templates tab.
4. You can now select any estimate template and quickly use it to create an estimate!

• Clixio v3.98.1
• LeadConnector v3.98.1
• Whitelabelled apps – Update needs to be requested