The more detailed your Estimate, the more likely it is to be approved in the first go. Here is a field-by-field guide on how you can fill out an Estimate for your client. Here are all the fields that can be filled out on the Estimate.
The fastest way to send an Estimate is by email. Your client can view the Estimate and any attachments by clicking the links in the email. Estimate Web-View lets them review the Estimate and Approve or Reject it with relevant comments. You will receive a notification when that happens.
With Avaza, you can create a Project from an Estimate easily. When you create a Project from an Estimate, each line item is added as a task into the Project, with some additional options based on your requirements.
At times the estimate you have sent a client is invoiced in parts, over time. For each part, a new invoice is created. You can link an Estimate to more than one invoice for your convenience.
Absolutely, you can convert an Estimate into an Invoice in just a few clicks. However, only an estimate with the status “Accepted” can be converted to an invoice.
Your customer can accept or decline estimates via Estimate web-view. Your customer will be able to see both “Approve” and “Reject” buttons on the Web-view.
Absolutely. As an administrator or invoice manager, you will receive an email notification whenever an estimate is approved or rejected. Here is what it looks like. Figure: Example of a Client Approved Estimate Email Confirmation Read more about Working with Estimates in Avaza.