Estimates are the presumed price for what you’ll provide a customer, either a best guess at a price, or an offer to be accepted or rejected by the customer. It is sometimes referred to as a 'quote'.
Either way, it’s good business to keep track of the estimates you’ve sent to customers, because they represent the offer on the table – and good businesses always live up to their agreements!
This app is part of the Sales Transactions Pack.
- Create brand new estimates for products and services
- Add QuickBooks items or create your own in Method:CRM
- Print or email estimates directly from Method:CRM to your customers
- Control how your estimate looks by assigning templates
- Control when your estimates sync to QuickBooks
- Don't sync until you're ready
To learn more: