Once you connect FreshBooks as a connected app within Glances, you will have access to create FreshBooks estimates directly from Glances.
Here's how to get started:
- Navigate to a customer's Glance.
- From the customer view, click the Action menu in the top right corner.
- Select Create FreshBooks Estimate.
- Select and edit relevant fields, such as description, unit price, quantity and more.
- Click Create Estimate to save.
This new estimate will now appear in FreshBooks, as well as the list of FreshBooks estimates for the contact within your Glances view.