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Estimates

Articles

Creating automations around estimates

Making estimate deposits optional

Creating a new job from an estimate

Restricting edits on approved estimates

Removing the PDF attachment when sending estimates

Understanding why estimates are being declined

Managing quotes from your Estimates dashboard

Estimates FAQ

How to create and send estimates

Creating an invoice from an estimate

How to update estimate statuses

How to request deposits from clients

What your clients see when you send estimates

Closing more deals with automated estimate follow-ups

How to know when a client has viewed an estimate

How to download an estimate

Adding optional items to estimates

Deleting an estimate

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