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Create an estimate for a customer directly from the Inbox

1 min read

When you start a new estimate from the Inbox, the customer is now filled in for you automatically — just like when you create an estimate from the Estimates page.

Steps

  1. Open Inbox and select a conversation.
  2. Click Create Estimate in the right panel.
  3. Confirm the customer is already filled in on the estimate form.
  4. Continue filling out the rest of the estimate as usual.

Result / verify

The estimate create form opens with the customer already attached, in the same format used when creating an estimate from the Estimates page.