My Example CRM

Add Attachments to your Estimate

Send estimates fast using a pre-built template!

Create an estimate from a template

Estimate statuses

Quickly send or resend a estimate to your customer

Send an estimate

Unique payment options for each estimate, every time.

Understanding Payment Options for Estimates

Preview your Estimate (Client Preview)

Create a new estimate without a template

Manage your Estimate Template

Update your estimate link setting so your customer can access their estimate

How to fix "Estimate Link Expired" message

Upload a cover image to your estimate

What type and size picture should I use for my Estimate cover image?

Customize the pricing shown in the final proposal

Pricing Transparency

Create stunning, accurate estimates in minutes, send them digitally, and track real-time updates—all within your CRM

Why is the Estimate tool beneficial to my business?

Edit Item Settings

What size file can I upload to my estimate?

If you're unable to resend your estimate or your customer can no longer access because the link is expired, here how to update the link

Update Estimate Link Expiration

Quickly create a digital estimate for customer signature with just a few clicks by using a template

Create a Template

Jana

Estimates

Find answers and get help from Intercom Support and Community Experts

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