Go to the customer profile and click on the tab you want to export data eq. invoices Select s...

To create new estimate go to Sales -> Estimates -> Create New Estimate or by clicking on the Build icon on the top left side and click Create Estimate...

To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown ...

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2Desk have option to send this estimate to customer which is related. Also the PDF estimate will be attached to the email. If you want to do not attach the PDF estimatae simple ...

You can easely convert the estimate to invoice from the admin area. Open the estimate you wan...