Tudodesk

How to create an estimate from a job

Estimates are documents that itemize the expected approximate cost of products or services you sell.

A step by step tutorial on how to send your first estimate

How to respond to an inquiry or lead by sending an estimate for approval

If you're negotiating an estimate with your client, use the update feature to edit the estimate and notify them automatically.

How to change the title of a document from estimate to quote.

How to print a copy of an estimate or download a PDF copy.

Learn how to manually mark estimates as accepted or rejected

How to both manually and automatically convert accepted estimates into invoices.

This tutorial will show you how to email a PDF copy of an Estimate as an attachment via the message center.

How to configure the estimate auto-sender to add a PDF copy of the estimate as an attachment, automatically.

Quickly set up the standardised terms for all estimates that you send out.

Learn how to win more business with our automated estimation platform

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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