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ESPOCRM for a small law firm > Quotes and Invoices

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  • ESPOCRM for a small law firm > Quotes and Invoices

    I want to be able to open an account and see the total of all quotes,
    Also can i break it down into different quote statuses like (approved, pending etc.) I am interested in both individual quotes and total amount.
    Last edited by vivekgautam; 07-24-2017, 08:49 PM.

  • #2
    I could recommend you to use trial espocrm with Advanced Pack on the cloud https://www.espocrm.com/cloud-registration/
    There you can customize your views, try how to work with reports and quotes.
    This videos could help you to understand, how it works https://www.youtube.com/channel/UCBf...Frx3pWZjnW7ipQ

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