My Example CRM

Attach a material Quote after your Estimate has already been created

Associate a Material Quote to an Existing Estimate

Measure a roof and pull measurements in for an Estimate

If you're unable to resend your estimate or your customer can no longer access because the link is expired, here how to update the link

Update Estimate Link Expiration

What size file can I upload to my estimate?

Create stunning, accurate estimates in minutes, send them digitally, and track real-time updates—all within your CRM

Why is the Estimate tool beneficial to my business?

Customize the pricing shown in the final proposal

Pricing Transparency

What type and size picture should I use for my Estimate cover image?

Upload a cover image to your estimate

Update your estimate link setting so your customer can access their estimate

How to fix "Estimate Link Expired" message

Manage your Estimate Template

What is the Purchase Order Source

Send estimates fast using a pre-built template!

Create an estimate from a template

Estimate statuses

Quickly send or resend a estimate to your customer

Send an estimate

Add  products and services to your estimate via your price book + easy search

Creating a Scope of Work

Customize the payment schedule in the estimate builder

Creating a payment schedule

Unique payment options for each estimate, every time.

Understanding Payment Options for Estimates

Add Attachments to your Estimate

Preview your Estimate (Client Preview)

Save your progress while creating your estimate

Create a new estimate without a template

Jana

Sofia Calicchio

Estimates

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