Start free

New interface and features in CRM quotes

We redesigned the quotes in the CRM: more user-friendly interface and robots have appeared.

Visually, the quotes have become similar to leads and deals. There are fields with information on the left side and a timeline on the right.

Robots and triggers can help to automate the work with quotes: set a task or remind that it's time to call the customer.

This helped
Thanks :)
Article feedback
This didn't help
Sorry :(
Could you please tell us why:
Article feedback
I still have questions