Attachments in Estimates

By GoEXELA Zap

December 4, 2024

**TLDR:**

– Users can now attach up to 10 files (20MB max) to estimates in emails for detailed sharing.

– Access via Estimates in Payments tab, use attachment icon to upload.

– Aims to enhance client communication and streamline document sharing.

– Upcoming features: editing recurring invoices, payment schedule invoices, and reminder configurations.

Client Portal > Subscription Management – Enhancements

**TLDR:** Users can now view, delete, and update subscription payment cards easily and securely, enhancing control and flexibility

**TLDR:** Users can now sync invoices from GHL to Wave for streamlined accounting. To set up, go to

Users can now send estimates directly from the contact page, with pre-populated contact details. Track sent estimates via

**TLDR:** – New Payments tab in Opportunities for sending/viewing estimates/invoices. – Navigate to Payments Tab, create/send invoices, auto-redirect

New “Unlabeled” card layout for Opportunities improves data viewing with streamlined design, allowing more info per card and

**New Features:** – **Pluck and Join Helpers**: Streamline automation by extracting specific dataset fields and combining them into