Apptivo Estimates App

estimates icon

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

Start your business by providing an online estimate for the intrigued items of your customers and convert it to a order.

create estimates

Generate an insightful reports of Estimates for your customers , their summary, activities and list within the provided period.

muster reports

Design beautiful, eye catchy and customizable email templates to effectively communicate with your audience and share your message.

estimate email

handle taxes

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.

estimates reminder

Estimate Reminders

Send a reminder to your customers within a certain number of days after you send an estimate or proposal for a item.

estimates payment terms

Payment terms

Select from the default terms or create your own payment terms to allow customers to pay your payment within the duration.

estimates auto generate numbers

Auto generate numbers

Give your estimates your own number and make it automatically generate whenever you create an estimate or quote.

estimate master layout

Master layout

Configure your app layout by customizing the fields and adding more fields to make your layout much better than default settings.

estimates pdf templates

PDF template

Create beautiful templates to customize the look and feel of the PDF estimates that are sent to the customers.

estimate customer actions

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

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

Application Roadmap

  • V7 Upgrade
  • Import Estimates
  • Upgrade PDF builder
  • Estimates Dashboard

  • BOM
  • E-signature
  • Triggers
  • Discount line level
  • Activities DB to ES

Major Update on the Application

Moved the Application to Live

Started Building the Application

This Application is available in

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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.