Send Estimate to Email Alfa CRM have option to send this estimate to customer which is related. Also the PDF estimate will be attached...
Converting Estimate To Invoice You can easely convert the estimate to invoice from the admin area. Open the estimate you want to convert and...
Create Estimate To create new estimate go to Sales -> Estimates -> Create New Estimate or by clicking on the Build icon on the top...
Converting proposal to estimate/invoice To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert...
Proposals Templates In order to make the proposal process creation easier, in Perfex CRM you can create predefined HTML templates that can...
Proposal expiration reminders You can send expiration reminders to the lead/customer that this proposal is assigned, email will be sent to the proposal email...
Sending proposal to customer or lead We assume that you already have created the proposal. Click on the mail icon from the right side and popup with...