Create forms that your customers or potential customers can use to request an estimation of cost for services or products from your company, the estimates ...

2Desk CRM 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 sim...

You can easely convert the...

Merging invoices is feature in 2Desk CRM that allows you to merge/include already created invoices into 1 invoice by passing all the invoice info to new invoice. This feature is...

You can send invoice overdue notice manually or automatically with cron job. Sending with ...

While viewing the invoice from the admin area click on the + Payment button to record a new invoice payment, after you click on the button new view wi...

You can send expiration reminders to the lead/customer that this proposal is assigned, email will be sent to the proposal email added while you created/edited the proposal....

General Customer Report ...