Finance & accounting
How to Create an Estimate with Items and Terms in Britixo
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How to Create an Estimate with Items and Terms in Britixo. Follow the live application screens with clear instructions and English captions.
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How to Create an Estimate with Items and Terms in Britixo. Follow the live application screens with clear instructions and English captions. Useful links: Written guide: https://britixo.com/help-centre/create-an-estimate/ Official Britixo website: https://britixo.com/ Help Centre: https://britixo.com/help-centre/ Browse this topic: https://britixo.com/help-centre/category/proposals-estimates/ Create an invoice: https://britixo.com/help-centre/create-an-invoice/ Convert a proposal to an estimate or invoice: https://britixo.com/help-centre/convert-a-proposal-to-an-estimate-or-invoice/ Edit proposal content and items: https://britixo.com/help-centre/edit-proposal-content-and-items/ Contact and product support: https://britixo.com/contact/ Category video playlist: https://www.youtube.com/playlist?list=PLfnPcu-t4wuw Complete video collection: https://www.youtube.com/playlist?list=PLCckil01H-hI Covered in this walkthrough: • Select the customer • Add items and terms • Review the estimate Recorded in a temporary demonstration workspace with fictional records. Availability depends on your workspace configuration, permissions and connected services. Narration uses a UK English voice. #Britixo #CRMSoftware #Estimates #SalesManagement #Invoicing MORE HELP https://britixo.com/help-centre/configure-estimate-request-statuses/ https://britixo.com/help-centre/convert-an-estimate-to-an-invoice/ #CRMTutorial #BusinessSoftware
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