Questions by Category: "Estimates"

The Estimates app of Apptivo has a Master Layout that allows you to customize the fields displayed in your estimate app layout. The Function attribute field empowers businesses to perfo...more

Bill of Materials is the list of sub-items that could be included in the parent item’s record. By using that you could keep all the associated items in one place. Now you can set the ...more

The Estimates app allows you to calculate the discount of the items/service at line level on the overview page. You can customize the overview page whenever you need it with the help of...more

The Estimates app allows you to calculate the tax of the items/services at the line level on the overview page. You can customize the overview page whenever you need it with the help of...more

The Estimates app of Apptivo allows businesses to efficiently perform a single action on multiple records using the Bulk Actions option in any view. This Bulk Action can be customized f...more

The Update Notification of Estimates App in Apptivo allows you to generate notifications for changes made to the estimates. You need not keep an eye on each record every time. Instead, ...more

The Items app of Apptivo allows you to add images for the items of your business. So that you will be able to showcase the kind of items you are selling. You can also remove or download...more

The Triggers feature of Apptivo allows businesses to send an SMS automatically to a customer, contact, supplier, or employee when a condition matches in the record. You can generate SMS...more

The Print/Web Layout feature of Apptivo allows you to prepare your own template for the estimates. By using this feature in the Estimates app you can choose the estimate template to pri...more

SMS Templates contain predefined content and it is used to send mass texts or individual text to your customers through SMS. The Estimates app of apptivo allows you to create your own S...more

The Estimates app of Apptivo has an option to create tasks automatically when an estimate is created for Services. This is achieved using the Service Provided Tasks option on the Settin...more

The Print/Web Layouts allow you to customize the estimates or invoices you are going to share with your customers. By using this feature, you can design your layout by including all the...more

Apptivo Intelligence Dashboards for Estimates app gives you the ability to visualize and analyze your data using custom dashboards. You can create and customize dashboards to get a simp...more

The set or the collection of data is called a dataset. In other words, the dataset is the ordered collection of data. The data sets feature in the Estimates app of apptivo allows you to...more

The Estimates app of apptivo allows you to send the estimates to your customers. This application provides a feature called Customer Actions which gives you the ability to decide the ac...more