ESTIMATES Simple, Integrated and Reasonable App to set and send up your Estimates to your Customers. Get Started Free! Or Schedule Demo Estimates was last modified: December 1st, 2022 by sitesteam Apptivo Estimates App Estimates Provide Sales quotes to your Customers and track the sales Opportunities, generate Estimates for them, and then convert this Estimate into an Invoice or Work order once completed using Apptivo Estimates. Application Features Create Estimate Muster Reports Email templates Start your business by providing an online estimate for the intrigued items of your customers and convert it to a order. Generate an insightful reports of Estimates for your customers , their summary, activities and list within the provided period. Design beautiful, eye catchy and customizable email templates to effectively communicate with your audience and share your message. Handle Taxes If your products or services require you to charge tax, you can set up the tax code for every authority you must pay for. Estimate Reminders Send a reminder to your customers within a certain number of days after you send an estimate or proposal for a item. Payment terms Select from the default terms or create your own payment terms to allow customers to pay your payment within the duration. Auto generate numbers Give your estimates your own number and make it automatically generate whenever you create an estimate or quote. Master layout Configure your app layout by customizing the fields and adding more fields to make your layout much better than default settings. PDF template Create beautiful templates to customize the look and feel of the PDF estimates that are sent to the customers. Customer Actions Enable or disable the customer actions which gets reflected in the Estimate proposal sent to the customer. Integrated Applications Estimates App integrates seamlessly with the following applications Estimates Customers Estimates Customers A customer is the business entity who this estimate is billed to. Search the Customers App or create a new customer from the Estimates App. Learn More about Customers App Customers A customer is the business entity who this estimate is billed to. Search the Customers App or create a new customer from the Estimates App. Learn More about Customers App Contacts A contact is the individual person who this estimate is addressed to. All contacts related to the selected customer will be displayed, and you can also create a new contact from the Estimates App. Learn More about Contacts App Items In case of creating quotes for items, with this integration of Items App with Estimates App, you can search and select the required item from Apptivo Estimates App, which pulls in the products stored in the Items App. New items/products can also be created. Learn More about Items App Invoices Provide a quote or estimate to your customers for the products or items which are of interest to them and on approval, generate an Invoice for it and send out in seconds. Learn More about Invoices App Orders Start with giving a quote to your clients and once the client is satisfied with that proposal, then convert the estimate into order and order to invoice. Learn More about Orders App Projects Create an estimate for the services and tasks that are to be done for your customers and once approved by the customer, convert it to Project from the Estimates App and start working on it. Learn More about Projects App Work Orders You can also have a view of all the work orders created related to a specific product you offer, in one central place. Learn More about Work Orders App Kit Order With Apptivo Estimates App you can track your sales opportunities, generate estimates for those opportunities and convert those estimates into work orders when completed. Learn More about Kit Order App Pricing This integration of Estimates App with Pricing App gives you the ability to link desired price lists to the estimates created. All Price Lists from the Pricing App will be displayed where you can search and select the required one. Learn More about Pricing App Documents Having integrated with the Documents App, all documents and files associated with the estimate can be duly attached to respective estimate record. You also have the ability to email the documents right after attaching it. Learn More about Documents App Emails Offers you an unique email experience. Easily send out emails from estimates and have quick access to all emails related to your estimates on the go! Learn More about Emails App Notes Having integrated with Notes App, you can quickly write down small pieces of information that are related to the estimate. This can be used for reference purposes anytime. Learn More about Notes App This Application is available in Lite Premium Ultimate Enterprise Start a Trial / Book Demo Apptivo provides a FREE 30 Day trial to all its customer to play around with the product and get to know if it suits their business. Apptivo also provides a 1 to 1 demo session to explain how you can use Apptivo for your business. Get Started Free!Or Schedule Demo