An Estimate is a quote or a proposal for the products you sell or the services you render to your clients to take your business forward. Here, You are able to track sales opportunities, generate estimates for them.
You can create an estimate using a Manual Quote Process which is able to create an estimate manually by entering the fields according to your business utilities. Creating an estimate in Estimate App is quite simple and easy to manage detailed estimate.
In Manual Quote Process, there are two ways to create an estimate.They are,
Create new estimate
Create a fixed estimate
Estimates App has various features, one of the features is Collaboration, which includes all common features, this may allow you to give access for your employees to view the common activities found in app.
In Estimates app, we have an option called quick links, the purpose being we can add the help links that are helpful for quick reference about the app. You can add your reference links which guides you to specify the future of the app.
It also has the filters named as Views that are easily accessible within the app. It can be configured and set as per as your business needs. Here, you can custom it with custom views. Custom view allows you to create new views by defining the criteria as per your requirement. The custom views created by the user will be listed in the left panel view of the Estimates app.
The menu activities area helps businesses to clearly segregate their business activities from personal activities in this bring your own device (BYOD) era. You can have your employees use their own devices or access the Apptivo app for their business activities. You can access the following activities globally, across all estimates. You can easily print your estimate information according to your business needs using print PDF and simply send to your customer. Apptivo Estimates offer support for currencies from every country, including the ability to define & enforce conversion rates.
Estimates reminder is managed in Settings where you can create one or more to apply to your estimates. In this option, you are able to remove, disable and edit. It also used to capture images and send it by single click.
New features:-
Create Estimate
Quick Actions
Collaboration
Left Menu Views
My Views
Quick Links
Reminders
Capture Images
Right side Menu
International Currency Support