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Estimates
Estimates
13 articles
How to create and send estimates
Closing more deals with automated estimate follow-ups
How to download an estimate
Converting an estimate into an invoice or job
What your clients see when you send estimates
How to know when a client has viewed an estimate
How to update estimate statuses
How to request deposits from clients

Sales proposals


Using sales proposals to increase your average job revenue (good, better, best)
How to create sales proposal templates
Using sales proposal templates in jobs
Creating and loading sales proposal templates on mobile
Managing your sales proposal templates
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