• Go to Menu -> Sales -> Offers and click Create New Offer Select customer. A drop-down with projects will be shown below...
  • Send Offer to Email

    04-07-2023 20:00:32
    WEBIN have option to send this offer to customer which is related. Also the PDF offer will be attached to the email. If you want to do not attach the PDF offer simple uncheck the checkbox Attach Offer PDF...
  • You can easely convert the estimate to invoice from the admin area. Open the estimate you want to convert and on the right side click Convert to Invoice...
  • EN: To convert proposal to invoice or offer select the proposal from the table and on the right side a convert button will be shownRO: Pentru a converti propunerea în factură sau ofertă, selectați propunerea din tabel, iar...
  • Create Offer (Quotes)

    05-07-2023 09:53:33
    To create new offer go to Sales -> Offers -> Create New Offer or by clicking on the Build icon on the top left side and click Create Offer...