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Range Estimates
5 articles
Create flexible estimates with price ranges.
- Creating your first range estimate
- Adding line items and quantities
- Setting up multi-currency estimates
- Customizing estimate templates
Progress Invoicing
5 articles
Bill clients as you deliver value.
- Understanding progress invoicing
- Setting up milestone billing
- Creating progress invoices from projects
- Tracking partial payments
Opportunities
5 articles
Track your sales pipeline and forecast revenue.
- Managing your opportunity pipeline
- Creating and tracking opportunities
- Revenue forecasting basics
- Converting opportunities to projects
Client Contracts
5 articles
Create SOWs and collect e-signatures.
- Creating a statement of work
- Using contract templates
- Setting up e-signatures
- Tracking contract status
Account & Billing
5 articles
Manage your subscription and settings.
- Updating your billing information
- Changing your subscription plan
- Adding and removing team members
- Managing user permissions
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