Can I send quotes and invoices through the inbox?
Yes—create documents in Heffl and send them straight to WhatsApp in one click.
Heffl's deep CRM integration makes it incredibly easy to send business documents via WhatsApp:
Supported Documents:
- Quotations and estimates
- Invoices and bills
- Proposals and contracts
- Product catalogs
- Custom documents
How it works:
- Create your document in Heffl CRM
- Open the contact's WhatsApp conversation
- Click "Send Document" and select your file
- Document is instantly delivered via WhatsApp
- Track when it's viewed and responded to
This seamless integration eliminates the need to switch between apps or manually share documents.
