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Benefits of the Estimate/Quote/Proposal Record

edited Nov 22, 2019 10:24AM in CRM

Hi all!

I'm debating on whether or not I should integrate Estimates into our sales cycle; right now transactions run Opp>SO>Invoice, but we *do* prepare proposals that are almost completely off-Netsuite.  I'm wondering for those of you who do use estimates, what would the benefits be (other than capturing the fact that yes, the client has seen that $ amount?)

Thanks!

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