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
Estimate Types
Our software has three estimate types that allow you to offer multiple service package options within a single estimate, giving customers the flexibility to select the services they want to purchase.
Basic Estimate: This is a standard estimate where the customer can either accept or decline the entire offer.
Dynamic Estimate: This estimate type can contain required, recommended and optional items. Customer can select from recommended and optional items to add to their service.
Estimate Packages: This estimate type allows you to offer multiple package options. Each package can consist of multiple items, and customers can choose only one package.
You can create templates for these estimate types in Settings > Templates.
Click here to know more about these estimate types.
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
Send by Postal Mail (requires the SnailMail add-on)
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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