Estimates
All estimate-specific articles
- Estimates: An OverviewHow the estimates module works and what you can do with it.
- How to configure the client view on an estimateHow to control what your client sees when they open their estimate -- pricing, specifications, and approval settings.
- How to customize and download the estimate PDFHow to control what appears on your exported PDF and download it for your records or to send to a client.
- How to configure the client view on an estimateHow to control what your client sees when they open their estimate -- pricing, specifications, and approval settings.
- How to set up fees, payment schedule, and terms on an estimateHow to add fees, configure a payment schedule, attach files, and set terms and conditions on an estimate.
- How to send an estimate to a clientHow to send an estimate to your client directly from the system, including signing as the designer and tracking whether the client has seen it.
- How the client reviews and approves an estimateWhat the client experience looks like when they receive and approve an estimate.
- How estimates convert to invoices and invoices convert to purchase ordersUnderstanding the document chain from estimate approval through to purchase orders and client payment.
- Taking payments on an estimate (Workroom Estimate Payments)
- Grouping items on an Estimate or Invoice
- Document numbering