Tudodesk

How to create an estimate from a job

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

How to revise an estimate or give a variation

How to resend an invoice or estimate

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

Estimates

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

How to Create and Send an Estimate

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

Creating an Estimate from a Lead or Inquiry

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

Editing Estimates

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

How to Change an Estimate into a Quote

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

How to Print or Download a Copy of an Estimate

Accepting Estimates In The Client Portal

Learn how to manually mark estimates as accepted or rejected

How to Accept or Reject an Estimate

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

Converting 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 Send a PDF Copy of an Estimate as an email attachment

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

How to Automatically Send PDF Copies Alongside Estimates

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

How to Set the Standard Terms for Estimates

Billy Webb

Martin

Learn how to win more business with our automated estimation platform

Estimates, Quotes and Proposals

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