You may quickly view, at a glance, all documents (invoices, quotes, questionnaires, contracts) for all active projects by pressing the 'documents' tab:
With the documents tab, you may:
- Quickly view important details for invoices, quotes, contracts, and questionnaires
- View all of your outstanding and past documents in one place
There are also several filters you may apply as well as sorting options. New documents may also be added from the documents tab as well (you will simply choose the corresponding project as you go).
KeyWordSearch: Documents, Invoices, Contracts, Quotes, Questionnaires