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Estimates, Quotes and Proposals
Estimates, Quotes and Proposals
Learn how to win more business with our automated estimation platform
14 articles in this collection
Written by
Martin
and
Billy Webb
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