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. |
Just a short note to tell you our experience with Estimate. It is everything that is advertised and more. We installed the program,with ease, in Janurary, 2004 and the biggest plus we have seen is our greatly improved bottom line. I keep track of supplies purchased that go directly to our sales. That number compared to gross sales has gone down by over 10%. The program has taken us from the SWAG system to a consistent quoting system. Our staff has been trained with the Tutorials and they now have confidence in their quotes. Our estimates/jobs is at the 60% level and that is a improvement. Our customers like the professional way the quotes come to them and they approve and returrn the estimate, usually at a higher price than before we had EstiMate. Again thank you for introducing us to EstiMate. David Kimmel
-- David Kimmel, Banners Unlimited