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  • How to Create an Estimate Linked to a Project

    2025-07-31 20:34:34
    Navigate to:Menu → Sales → Estimates Click on ➕ Create New Estimate Select the Customer from the dropdown....

  • Sending Estimates to Customers

    2025-07-31 20:35:57
    Once you’ve created an estimate, Quotify allows you to send it directly to the associated customer via email—along with a downloadable PDF version. ✉️ How to Send the Estimate Open th...

  • Convert Estimate to Invoice

    2025-07-31 20:37:06
    Quotify CRM allows you to easily convert an approved estimate into an invoice—saving time and keeping your records linked and accurate. 🧾 How to Convert an Estimate to Invoice Navigate...

  • Creating a New Estimate

    2025-07-31 20:38:17
    Estimates help you provide clients with a detailed, professional pricing proposal before initiating a project. In Quotify CRM, you can create and send estimates quickly using the following steps. 🛠 Steps to Create an Estimate...

  • Converting a Proposal to an Estimate or Invoice

    2025-07-31 20:38:59
    Quotify CRM makes it easy to turn accepted proposals into estimates or invoices — saving you time and ensuring consistency across your sales process. 🛠 How to Convert a Proposal Go to:...