GorillaDesk's simple estimate process will allow you to bid on and close new business.
Five statuses exist for estimates:
Draft: an estimate not yet sent to the customer
Pending: an estimate waiting for a response from the customer
Won: this estimate has been accepted by the customer
Won & Invoiced: this won invoice has been converted into an invoice in GorillaDesk
Lost: an estimate which was denied by the customer
Sending an estimate for E-Signature:
Sending an estimate for E-Signature will allow your customer to sign their estimate and forward it back to your GorillaDesk account.
Customizing estimate email & SMS templates
Open Settings > Email & SMS TEMPLATES >System > Estimates to edit your outgoing estimate email and SMS message templates.
Converting estimates into invoices & jobs:
Once an estimate is won you have the option to convert it into an invoice only or an invoice attached to a new job.
When converting an invoice into a job it will replace any existing invoice you may have assigned to your service template.
Automated estimate reminders:
In your system Settings > Emails & SMS you'll find an option to setup your estimate reminder templates.
You can have GorillaDesk send up to 6 automated estimate reminders to close more business on your behalf automatically.
Reporting & batch actions for estimates:
Under Reports / All Estimates you will be able to sort and filter through all your existing estimates.
From here you can also access these batch functions:
Send batch estimates reminders by email
Print batch estimates for mailing
Complete estimate history log:
Track the progress of an estimate every step of the way with a detailed estimate history log.
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Keywords: estimates, proposals, business
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