Print Estimates | Easily print, fax, or email PDF estimates to your customers. |
Export Estimates | You can export estimates to a number of formats including PDF and Excel. |
Pricing Screens | Fast, process specific quoting with EstiMate's industry famous pricing screens ("plugins"). |
Quote History | Maintain a complete history of a customer's quotes. |
Archives | Archive quotes to get them off the screen and out of your face but still have them easily accessible. |
Discount Line Items | You can add a line item to your estimate that discounts only the items above it on the quote. |
Status Flags | Manage the flow of estimate stages in your shop through customizable status flags. |
Sales Taxes | Unlimited sales taxes. |
Sales Tax Groups | Create sales tax groups for common multiple tax situations. |
Discounts | Customizable customer discounts. |
Terms | Put specific, customized payment terms on your estimates. |
Custom Messages | Add custom messages to all your estimates ("remember to wipe behind those magnetics once a week!") |
Cover Letters | Unlimited customizable cover letters to attach to your quotes. |
Quantity Discounts | Stair stepped quantity discounts are available. |
Upcharges | Use customizable upcharges on any of EstiMate's pricing screens. |
Watermarked Proofs | Watermark text on proof images is customizable with your shop's name, branding statement, or any text you like. |
It has always frustrated me knowing that the computer would be far better at doing all this repetitive work if only it were properly programmed to do so. Thank goodness Mark came to the rescue with EstiMate. Prices of material are entered once and only updated when prices change. All of our overhead costs are entered only once, and are easily changed at yearend if needed. All I have to do is select the materials, tell it the size, etc., and it gives me the answer. Even better, it makes it so easy to do the "what if's". You know, the "well, what if it's only one colour?" "What if it's corrugated plastic instead of PVC?" "What if it's 18x24 instead of 24x36?" "What if I get two of them?" On and on and on. Ya gotta love it!
-- Diane Crowther, Metaline Graphics Ltd., Hubbards, Nova Scotia