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In this tutorial, Randy from Excel for Freelancers introduces a system for creating a seamless workflow involving estimates, work orders, and invoices. With just one click, users can generate an estimate, convert it into a work order, and automatically copy it to an invoice. The training includes features like dropdown menus, dynamic lists, printing, and emailing capabilities, all built from scratch. This approach is designed to simplify the process of managing estimates and invoices in a business context, allowing for efficient transitions between different stages of customer orders.
