Please create a way to generate estimates/invoices from wave. Or when it is made in wave, it populates/stores in contact card. Allow workflows to stem from them.
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Hello James,
Right now, we don’t have a direct integration that pulls estimates/invoices from Wave into Salesmate or stores them in the contact card automatically. But I can definitely see how that would be useful, especially if you want to trigger the automations based on them. I’ll pass this along to the team for consideration!
In the meantime, have you checked out Salesmate’s Quote Management feature? It lets you create and track quotes directly inside Salesmate, so you might not even need Wave for estimates. You can set up follow-ups, get notified when quotes are accepted, and even automate parts of the process using the smart flows.
Here’s a link with more details: Salesmate Quote Management.