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Estimates: Auto-Invoicing post acceptance

What’s new? Users can now enable sending invoices post-acceptance in estimates Additionally, users can allow direct payments where receivers will be redirected to the invoice immediately after accepting the estimate How to use it? Go to Payments -> Estimates or...

Attachments in Estimates & Invoices

What’s New? Users can now attach up to 10 files to an estimate that will accompany the email. The total file size limit is 20MB per estimate. Attachments provide flexibility to include additional documents like specifications, terms, or visual materials. The feature...

Estimates: Custom Values and Partial Quantity Support

What’s Changed? Custom Values in Estimates Business users can now leverage custom values when sending estimates to their customers in the terms and notes section. These custom values can be configured at: Editor level: Adjust specific values directly while...

★ New Feature – Estimates! Now LIVE!

What’s New? We are thrilled to announce the launch of our new Estimates feature!  This addition allows you to create and share estimates with clients before sending the final invoice.  The clients can accept/reject this estimate You can convert this estimate...