Estimates & Quotes
Send estimates and quotes, and turn accepted ones into projects or invoices.
- Getting started with estimatesCreate a quote or estimate and send it for online approval. Turn an accepted estimate into an invoice or a project.
- Fill out an estimateLearn what each field on a quote or estimate does, and why an estimate might not save.
- Email an estimate to your customerEmail an estimate to your customer from Avaza. Then send reminders and see when your customer opens it.
- How your customers approve or reject estimatesYour customer approves or rejects an estimate from the link in your email, without logging in. You can also record their answer yourself.
- Do I get an email when an estimate is approved?Avaza emails your Administrators and Finance Managers when a customer approves or rejects an estimate online. See what the email says.
- Convert an estimate into an invoiceTurn an accepted estimate into an invoice without retyping anything. The estimate is then linked to the invoice and marked Invoiced.
- Link an estimate to more than one invoiceBill an estimate in stages and link each invoice to the estimate. You can see which invoices are linked and unlink them again.
- Create a project from an estimateTurn an estimate into a project in one step. Each line item becomes a task, and the total can become the budget.
- Estimate List reportList your quotes and estimates with their status and amounts. Find estimates waiting for an answer or not yet invoiced.