Daylite makes it easy to add valid dates and estimate numbers to your opportunity estimates.
Therefore, please follow these steps:
- Navigate in Daylite to the opportunity
- Click the Estimate tab
- Add all line items (products or services) that you need
- Select the lines needed and click Create Estimate
- In the next window enter your valid until date and the estimate number
- Click Create
How do I submit an offer to my billing system?
How do I create a project from an opportunity?