*Please note: the status "Order-Estimate" must be applied to the order*

Once you've put together all of the details on an order, you will find that you might want to send out an estimate (quote) from within the system. You always have the option of using QBO to send out your estimates, since we do sync over data from Stokkup to Quickbooks, however it is so easy to send out an estimate from within the system. Just follow these easy steps.

1. Navigate to the order in question

2. Ensure you have filled out all of the details that you want to have in the estimate (design, additional charges, account manager details, sales rep, etc)

3. Ensure the order has the status "Order-Estimate"

4. Now you have two options:

4a. PRINT the estimate: simply click "Print" at the top of the order page, and a PDF will open in a new tab.

4b. EMAIL the estimate: simply click "Email" at the top of the order page, and an email pop-up will appear with the main contact email address pulled into the "To" field, and the estimate template pulled into the body of the email.

Please reach out to support@stokkup.com with any questions.