Create and send Estimates
phil_swelly
Member Posts: 2
Hello,
I read about future work packages that includes "Create and send Estimates" on your roadmap.
https://developer.waveapps.com/hc/en-us/articles/360020333492
Is that something you are working on? Or is it ready but not documented yet?
Or workflow would look like this:
Entry: CRM (Hubspot) deal created
- create estimate
- send estimate
- edit estimate if needed
- send estimate again if edited
- convert to invoice (when CRM deal moved)
- send invoice
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