Customers
Estimate
The estimate's title, how long it's good for, what the customer can pick and the words they see.
Where and How
Estimate
Customers › Estimates › Estimate
The estimate's title, how long it's good for, what the customer can pick and the words they see.
What It Does
Keeps the estimate's details: Good Until, one option or any, overhead and the intro and terms.
What It Changes
Save keeps your changes; Discard removes a new draft. Customers only see it once it's sent.
How to Use
- Fill in the title and Good Until.
- Pick One Option or Any Options.
- Check the intro and terms, then click Save.
From the same help as the card in the app.