Proposals, estimates, invoicing
I would love to give our sales team the ability to put together proposals, estimates, and invoices directly from Pipeline. This would greatly streamline our sales process and allow our sales teams to bring in $$$ faster and on time. A real partnership with Freshbooks or other "lite" system would be awesome. The integration with Quickbooks is a hassle and calls for another cog in the wheel.
Julie Kramer shared this idea