Estimates App 2.2

IW Technologies LLC – Freeware – iOS
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2.2 Cassaforte da installare

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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.

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

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Ultima versione
2.2

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