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

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

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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.

Get Started Free!Or Schedule Demo