Daylite makes it easy to create estimates and send these by email. Please follow these steps:
- Navigate to the opportunity you'd like to create an estimate for
- Click at the tab Estimate
- Add products or services you'd like to offer
- Click at the button Create Estimate
- In the next window choose Attach PDF to email to send you estimate via email
- Click at Create
- A total new email will now open that includes the estimate attached as PDF
How do I use opportunities in Daylite?
How do I create a project from an opportunity?
How can I fill projects and opportunities with data from the start?How do I display tasks, projects and opportunities on the calendar?