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★ New Feature – Estimates! Now LIVE!

September 20, 2024

What’s New?

  • We are thrilled to announce the launch of our new Estimates feature! 
  • This addition allows you to create and share estimates with clients before sending the final invoice. 
  • The clients can accept/reject this estimate
  • You can convert this estimate into an invoice and then easily send it.

Instructions for Use:

Access Estimates

Go to your left main menu -> Select Payments

Click on Invoices and Estimates -> Select Estimates

Create an Estimate:

To create an Estimate: Click on the ‘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.

The customer receives this email:

    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’ or ‘Mark as rejected’ if they have already confirmed on the phone.

      Convert to Invoice

      Click on the sent invoice item

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        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.

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          Track

          Keep track of all the estimates that are in different stages: Draft, Sent, Accepted, Declined, Invoiced.

          Keep track of the value of estimates that are in the pipeline from the cards on top of the dashboard.

          Keep track of notes added by users on the dashboard and within the estimate builder.

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            Others

            Customize: Customize the estimate by adding your company’s branding and terms and adjusting the settings.

                  Recently Updates

                  ★ New Feature: Documents and Contracts Template Library now available

                  Background Color for Text Elements

                  ★ New Feature: View and delete cards on file – Manage cards option

                  Docs & Contracts: Reorganize document pages

                  ★ Companies Module – Major Release

                  Estimates: Auto-Invoicing post acceptance

                  Introducing Dynamic Countdown Timer!

                  Automate Tagging Based on Campaign Interactions

                  Invoices: Now supports Bank only transfers

                  Attachments in Estimates & Invoices

                  Estimates: Custom Values and Partial Quantity Support

                  Preview and CC now enabled in emails of Documents & Contracts

                  Email Builder – Rounding of Layouts

                  New triggers for Payment Links and Paypal for recurring invoices

                  Enhanced Contacts Import Experience

                  Documents and Contracts: Recurring Payments Support after signed document

                  Add business hours to Invoice reminders

                  Calendar: Add Notes Per Appointment

                  Recurring Invoices: Editing now enabled

                  Square in Calendar Payments

                  New Update: QuickBooks Integration Enhancement in Reputation Management

                  Chat Widget – Business Office Hours

                  Exciting Update: WorkFlow Triggers for Streamlined Review Management Automation

                  Rescheduled Tag in Appointments

                  Private File Upload Support in Media Storage

                  Create or Schedule Subscriptions and Invoices within the Contact Details Page

                  Personal Calendar for Seamless 1:1 Bookings

                  ★ New Feature – Estimates! Now LIVE!

                  ★ New Feature: Countdown Timer

                  Additional Attributes to Online Listing Details

                  New Brand Boards

                  New User Interface for Social Planner

                  Late Fee Option on Invoices

                  Add Card On File for your customers

                  Documents Activity Tracking

                  Request Reviews using QR

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