There are more things you can do with quotes and estimates. You can add tasks, costs, and options.
You can save a quote or estimate as a template for use in future, you can create a lead from a quote or estimate.
- Add or edit tasks on a quote or estimate
- Add or edit costs on a quote or estimate
- Apply markup to quote or estimate costs
- Accept a quote or estimate
- Apply additional templates to a quote or estimate
- Change a quote to an estimate (or an estimate to a quote)
- Add optional costs to a quote or estimate
- Create a lead from a quote or estimate
- Decline a quote or estimate
- Delete a quote or estimate
- Mark or unmark a quote or estimate as sent
- Print, email, or export quotes and estimates
- Save a quote or estimate as a job template