Create estimate and add project billing details to CRM
Create estimate and add project billing details to CRM
Your new project entries often miss an estimate and sales order, leaving billing and project leads without pricing. Add the estimate and update the CRM so billing can invoice the same day.
Overview
When new projects are created without an estimate, billing and project managers lack pricing context and invoices get delayed. This flow produces an estimate and writes the sales order back into your CRM and project log so billing can prepare invoices and review pricing the same day.