Send Estimate to Email
Alfa CRM have option to send this estimate to customer which is related. Also the PDF estimate will be attached...
Sales
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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...
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