Estimates App 2.2

Estimate App serves as a comprehensive solution for professionals seeking to streamline the creation of estimates, invoices, and receipts directly from their iOS devices. Its features cater to a wide range of business needs, enhancing efficiency and organization.

• Custom Branding: Personalize documents with your company logo for a professional touch.
• Intuitive Builder: The user-friendly interface allows for the rapid construction of professional estimates and invoices in mere minutes.
• Virtual Signature Pad: Facilitate customer e-signatures either on-site or remotely, expediting approvals and increasing the likelihood of winning jobs.
• Automatic Notifications: Receive updates when your estimates have been signed, ensuring prompt follow-ups.
• Inbuilt Payment Gateway: Seamlessly request payments directly through your invoices.
• Service Menu Creation: Organize service items and set rates for easy application during quote creation, saving valuable time.
• Conversion Flexibility: Easily convert estimates to invoices and invoices to receipts for streamlined documentation management.
• Document Duplication: Quickly duplicate estimates, invoices, and receipts to enhance productivity.
• Instant Printing & Sharing: Effortlessly print, export, or email documents in PDF format.
• Customizable Templates: Utilize templates with unlimited color themes to match your brand’s identity.
• Invoice Adjustments: Incorporate tax, discounts, shipping and handling charges, as well as payment history into your invoices.
• Multi-Currency Support: Effectively manage transactions in various currencies, catering to a global client base.
• User Management: Add unlimited users to facilitate team collaboration on documents.
• Attachment Capabilities: Enhance estimates and invoices by including images and files as needed.
• Customer & Job Management: Keep track of client interactions and job details efficiently.
• Date Range Reports: Generate detailed reports for specified periods to analyze performance metrics.
• Document Archiving: Archive all estimates, invoices, and receipts for future reference and record-keeping.
• Sales Tracking Dashboard: Monitor year-over-year sales trends to inform business decisions.
• Email & Text Sharing: Share documents easily through email or text messaging, enhancing communication with clients.