Can Creator be used with Estimates? How to make estimates more functional...
I'd like to be able to customize the estimate section so if I sent a proposal to a client I can set up like a trigger system so that the customer can select optional services in the estimate. Is this possible and how can I do that?
I was thinking perhaps Creator can link up with Invoice somehow and then i can create options for the customer to add or delete in the estimate section. Or would I use Zoho form?
Hope that makes sense. I am new to Zoho so not sure how everything works yet.
Thank you.
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carinagraphics
Monisha
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