Creating and managing estimates is now simpler than ever with the mobile estimates feature, enabling users to build and send estimates directly from a mobile app. Whether you’re working from the office, on-site, or at a client meeting, you now have the flexibility to manage estimates on the go. This feature empowers you to streamline […]
How to Use the Estimates Feature
Step 1: Access the Estimates Section Step 2: Create an Estimate Step 3: Client Interaction Step 4: Convert to Invoice Step 5: Track and Manage Estimates Customization Why We Built It The Estimates feature was developed to complete the payment suite within Incorp Media LLC, providing businesses with a comprehensive solution for managing client proposals, […]
The Estimates Workflow Trigger and Action
Enhancing workflows to automate actions based on estimated events can greatly improve efficiency in managing business processes. This article will guide you through the key features and benefits of using estimate triggers and actions in workflows, along with step-by-step instructions on how to use these tools effectively. Key Features and Benefits How to Use Estimate […]
How to Create a Proposal or Estimate with Multiple Signatures
Proposals and estimates are an essential part of any business, especially when they require approval from multiple people. In this guide, we’ll walk you through the process of creating a proposal or estimate with multiple signatures, using the documents and contracts feature. This step-by-step approach ensures all stakeholders can sign and approve documents, streamlining your […]