Estimates, Quotes and Proposals

Learn how to win more business with our automated estimation platform

15 articles in this collection
Written by Martin and Billy Webb

How to convert an estimate into a work-order or job.

Written by Martin
Updated this week

How to revise an estimate or give a variation

Written by Martin
Updated over a week ago

How to resend an invoice or estimate

Written by Martin
Updated over a week ago

Estimates

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

Written by Martin
Updated over a week ago

How to Create and Send an Estimate

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

Written by Billy Webb
Updated over a week ago

Creating an Estimate from a Lead or Inquiry

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

Written by Billy Webb
Updated over a week ago

Editing Estimates

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

Written by Martin
Updated over a week ago

How to Change an Estimate into a Quote

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

Written by Billy Webb
Updated over a week ago

How to Print or Download a Copy of an Estimate

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

Written by Billy Webb
Updated over a week ago

Accepting Estimates In The Client Portal

Written by Martin
Updated over a week ago

How to Accept or Reject an Estimate

Learn how to manually mark estimates as accepted or rejected

Written by Billy Webb
Updated over a week ago

Converting Estimates Into Invoices

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

Written by Billy Webb
Updated over a week ago

How To Send a PDF Copy of an Estimate as an email attachment

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

Written by Billy Webb
Updated over a week ago

How to Automatically Send PDF Copies Alongside Estimates

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

Written by Billy Webb
Updated over a week ago

How to Set the Standard Terms for Estimates

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

Written by Billy Webb
Updated over a week ago