Proposal / Quote generation

1 votes

Using client details and contact info generate a proposal/quote in eWay-CRM

Done Suggested by: John Horsfall (02 Dec, '21) • Upvoted: 02 Dec, '21 • Comments: 1

Comments: 1

12 May, '22
Jan Lalinsky Admin
Hello John,

we do have a feature for generating proposals - please have a look at this section. It should give you general guidance - https://www.eway-crm.com/master-eway-crm/quotes-billing-master-eway-crm/.

For more information, please send us an email at support@eway-crm.com or contact us via web chat. We are happy to help.

Regards

Jan