Sending an Estimate to the Customer

Reminder: a project must have been created.

Estimates are used to save and follow-up financial proposals. They can be weighted based on the signature probability. Each level matches a weight in the turnover previsions.

Estimates with a projected signature date can be followed-up.

Estimates enable you to follow the projected dashboard of propositions given to customers in terms of:

The person who wrote the proposal can be considered on the estimate as the employee in charge of the estimate.

 

To learn more about it, read the following sections: