The Estimate App's Preferences screen can be accessed from your dashboard by clicking on the vertical ellipsis [ ⋮ ] on your Estimates App and selecting Preferences.
It is broken up into three sections.
Note: When these dropdowns are blank, then the defaults are used.
General
When an estimate is created, you are given the option to print or email it to the customer or lead it's been assigned to.
Activity Type for Emailed Estimates: When an email is sent to the customer via the Email button, an activity is created. The activity type is set to this dropdown.
Email Template: Email Template used when clicking the Email button on the estimate, which sends an email to the customer, as long as the estimate doesn't require client approval or a deposit. To edit this template, use the Send Email App and select Edit Templates.
Print Template: When the Print button is clicked on the estimate, a PDF file will be created and will use the estimate template chosen here.
To edit an estimate template, you need to use Method's Web Report Designer tool and requires knowledge on how to use this tool. To get started, first copy a transaction print template.
Approvals
By enabling Approvals for your estimates, your customers can approve and sign estimates via their customer portal.
Enable Approvals: By default, this will be turned off. Enabling it will allow Customers to approve and sign estimates via their portal.
Email Template for Approvals: Email Template to be used when sending an estimate that requires client approval. To edit this template, use the Send Email App and select Edit Templates.
Email Template for Estimate Accepance: Email template you'll receive when a client accepts an estimate. To edit this template, use the Send Email App and select Edit Templates.
Email Template for Estimate Rejection: Email template you'll receive when a client rejects an estimate. To edit this template, use the Send Email App and select Edit Templates.
Deposits
By enabling Deposits, you can add a deposit when to an estimate when you first create it, or after the fact.
NOTE: Enabling Deposits will also enable Approvals.
Enable Deposits: A deposit can be added when creating an estimate.
Deposit Item: Set the item that will be used on sales receipts and invoices when a user pays a deposit. For accounting purposes, careful selection is crucial to ensure accurate financial records. A deposit must be an item that is tied to an Account with type liability.
Email Template for Estimates with Deposit: Email template to be used when sending an estimate to a client that requires a deposit. To edit this template, use the Send Email App and select Edit Templates.
Email Template for Estimate Rejection: Email template used when sending a client a confirmation email for paying a deposit. To edit this template, use the Send Email App and select Edit Templates.