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. |
When you are inputting the information about the sign that you are estimating, it tells you the maximum number of hours you can spend on that job without dropping below your hourly rate. That has been a big boost for me. When the estimate has been accepted by the client, with one click, I convert the estimate into a job. Once converted, I can printout a job manifest and projected number of hours allotted to do the job. My crew, on their own, now compete to beat the allotted time. It's become sort of a game for them and more profit for the company!
-- Glenn Taylor, Taylor Graphics Inc., Wilson, North Carolina