Print Estimates | Easily print, fax, or email PDF estimates to your customers. |
Export Estimates | You can export estimates to a number of formats including PDF and Excel. |
Pricing Screens | Fast, process specific quoting with EstiMate's industry famous pricing screens ("plugins"). |
Quote History | Maintain a complete history of a customer's quotes. |
Archives | Archive quotes to get them off the screen and out of your face but still have them easily accessible. |
Discount Line Items | You can add a line item to your estimate that discounts only the items above it on the quote. |
Status Flags | Manage the flow of estimate stages in your shop through customizable status flags. |
Sales Taxes | Unlimited sales taxes. |
Sales Tax Groups | Create sales tax groups for common multiple tax situations. |
Discounts | Customizable customer discounts. |
Terms | Put specific, customized payment terms on your estimates. |
Custom Messages | Add custom messages to all your estimates ("remember to wipe behind those magnetics once a week!") |
Cover Letters | Unlimited customizable cover letters to attach to your quotes. |
Quantity Discounts | Stair stepped quantity discounts are available. |
Upcharges | Use customizable upcharges on any of EstiMate's pricing screens. |
Watermarked Proofs | Watermark text on proof images is customizable with your shop's name, branding statement, or any text you like. |
Estimate 2011 has many added benefits. Love the Templates addition under the "Add Item" of the Estimate window. Makes it easy to pull up pre-priced items that we commonly sell. Love the updated look of the program also.
-- Brad Camp, Royal Signs, Inc.