Estimates: Link Opportunities and View It in Payments Tab

What’s New?

    • Seamless Auto-Linking: Every estimate you create from an Opportunity’s Payments tab (or via workflow) is instantly and automatically linked back to that Opportunity—ensuring you never lose track of which deal it relates to.

    • On-Screen Linking Option in Payments: In the Payments tab, switch to Estimates and click on Create estimate. Simply check Link Opportunity and select the deal before sending.

    • Fully Automated via Workflows: Add a Send Estimate action to any Opportunity-    triggered workflow (e.g., Status or Stage change). The system will create, send, and link the estimate to that opportunity for you automatically.

How to Use

Via Opportunities

• Open an Opportunity → select Payments → Actions Menu → Create estimate

• You will be redirected to the estimate screen with the opportunity already linked to the estimate

• From the Payments Tab -> Use the dropdown to choose Estimates, then click Create estimate.

• Within the estimate -> Select a contact -> Select a corresponding opportunity and Link it

• Set up a Workflow trigger on an Opportunity event, add Send Estimate, and you’re done—estimate is created, sent, and linked automatically.

• To let you generate and track estimates right where you manage deals, keeping all your estimates visible and tied to the sales process.