Estimates

The Estimates subsection provides users with the ability to create financial estimates for clients. It is particularly useful for businesses that need to provide clients with cost projections before finalizing a deal. Key features include:

• Allows users to generate new estimates, including details like client information, estimated total, validity period, and status.

• Offers templates to ensure consistency and speed in creating estimates.

• Enables exporting estimate data for documentation or financial analysis.

This tool is essential for businesses to provide clients with accurate and professional estimates, helping maintain transparency in the cost-related processes.