Financial
Purpose
Section titled “Purpose”Financial gives your team control over proposals, billing, and commercial performance.
Main areas
Section titled “Main areas”- Invoices
- Estimates
- Contracts
- Expenses
- Coupons
Typical workflow
Section titled “Typical workflow”- Create estimate or contract.
- Convert/operate billing through invoices.
- Track costs and commercial adjustments.
- Improve visibility into customer financial lifecycle.