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Estimates! Now LIVE!
What's New?
We are thrilled to announce the launch of our new Estimates feature!
This addition allows you to create estimates and share them with clients before sending the final invoice.
The clients can simply accept/reject this estimate
You can directly convert this estimate into an invoice and then send it with ease.
How to Use?
Access Estimates
Go to account
-> Select Payments
Click on Invoices and Estimates
-> Select Estimates
Create an Estimate:
To create an Estimate:
Click on 'New' button and enter the details such as business information, customer information, Estimate number, Expiry
Add products to the estimate and click on send
Send to Client: Review the estimate and send it directly to your client via email or SMS
Users/sender can accept/reject this estimate
Users can click on accept and this estimate will be marked as accepted
Users can click on reject, add notes and this estimate will be marked as rejected
Users can click on Mark as accepted/rejected if user has already confirmed on phone
Convert to Invoice
Click on sent invoice item
Convert to Invoice: Once your client approves the estimate, you can easily convert it into an invoice by selecting
create an invoice from the dashboard
or opening the accepted estimate and then clicking on create an invoice.
Track
Keep a track of all the estimates that are in different stages
: Draft, Sent, Accepted, Declined, Invoiced
Keep a track of value of estimates that are in pipeline from the cards on top of the dashboard
Keep track of notes added by users on the dashboard and within the estimate builder
Others
Customize: Customize the estimate by adding your company’s branding, terms and adjusting in settings.
Why We Built It?
The Estimates feature was built to complete the payment suite for all your business needs!
Create an estimate
Get a Document Signed
Send an invoice
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