About the Estimates App

Estimates App Description and Perks

Updated over a week ago

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.

App perks

  • Create brand new estimates for products and services.

    • Add QuickBooks items or create your own in Method.

  • Print or email estimates directly from Method 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:

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