Proposals & Estimates Platform

All-in-one EARN GP Toolbox software

Included in Pro Version

Having the ability to send estimates or proposals for your service business is like having a professional way to tell your customers what you can offer and how much it might cost. In simple terms, it's like sending a detailed plan or quote that helps your customers understand the services you provide and the expected expenses. This feature helps in making your business more efficient by streamlining the communication process. Instead of explaining everything over the phone or in person, you can send a clear and well-organized estimate that your customers can review on their own time.

For a business owner, this means saving time and ensuring clarity in your offerings. Creating estimates or proposals is like presenting your services in a neat package, making it easy for customers to make decisions. It helps you avoid misunderstandings and gives customers a chance to ask questions or request changes before any work begins. This not only makes your business more efficient but also builds trust with your customers. In short, the ability to send estimates or proposals is a practical tool that simplifies the process, making it easier for your customers to understand your services and for you to manage your business effectively.

Proposals & Estimates Features

Our newest large feature to the platform is our Proposals & Estimates. This adds on the functionality to our invoicing system.

  • Proposals: Create single or multi-page informational proposals that also include product pricing.

  • Estimates: Create single or multi-page product-based estimates.

  • Digitally Signed Docs: Add "Valid in Court" digital signature blocks to all your proposals & estimates.

  • Documents: Signed documents are automatically converted to a PDF and emailed to all parties.

Introduction to our Proposals & Estimates Features

Images From a Demo Proposals & Estimates System

Set-Up Configuration Options:

  • Templates: Create templates of your consistently used proposals or estimates for quick use.

  • Invoice Conversion: After a proposal or estimate is signed, the document will automatically convert to an invoice.

  • Customization: Proposals & Estimates can be customized with your logo and colors for branding.

  • Workflows & Triggers: Use automated workflows & Triggers to send emails, notify you, add tags and update the system when a client signs a proposal or estimate.

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