Yes. In the app each quote, order, invoice or receipt is shared as a PDF by WhatsApp, by email or with the phone’s share menu. On the web the Share button sends the PDF where the browser allows it, and WhatsApp opens the chat with a message. From the customer’s profile you can also call them or message them on WhatsApp.
- Where it works
- On the web and in the app
Other ways to ask
- Can I email quotes?
- How do I share the PDF with the customer?
Related topics
- Estimates and quotes
- Order taking and sales orders
- Invoicing
- From estimate to payment in one flow
- Returns and credit notes
- Shipping and backorders
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