Estimates
Step-by-step guide to building and sending estimates. Covers templates, line items, discounts, taxes, and tracking approvals so you can convert quotes into jobs faster.
By Robert and 1 other2 authors8 articles
- Creating an EstimateCreate and send detailed estimates to customers in Notifi. Estimates can be built from templates, proposals, or custom items using your price book and sent instantly through text and email.
- Setting Up Estimate Follow-UpsAutomate follow-ups for estimates in Notifi. Set reminders to message customers after a set number of days, improving response rates and reducing manual outreach.
- Creating Estimate and Proposal TemplatesSave time by creating reusable estimate and proposal templates in Notifi. Estimate templates help you build quick quotes, while proposal templates present multiple pricing options for customers to choose from.
- Estimate Approvals and Rejection FeedbackTrack when customers approve or decline estimates and view their feedback directly in Notifi. All approval updates automatically sync to your inbox and estimate dashboard.
- Getting Estimates Approved with Digital SignaturesCustomers can approve estimates digitally by signing online or in person. This captures a verified signature and instantly updates the estimate status in Notifi,
- Viewing Estimate History (Audit Trail)The Audit Trail in Notifi lets you track all changes and activities related to an estimate, including who sent, viewed, edited, or approved it.
- Attaching Multiple Estimates to the Same JobNotifi lets you manage multiple estimates under a single job, allowing flexibility when customers request changes or add new work. This keeps all profitability, costs, and communication centralized - no…
- Creating ProposalsSend clients estimates with options for Good, Better & Best