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Quotes & Estimates

Creating, sending and winning quotes

  • Managing your quote templates
  • Make a template from an existing quote
  • Searching for saved materials & labour rates
  • View a list of materials per job
  • Add a link in your paperwork
  • Create a pro forma invoice
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Categories

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  • Quotes & Estimates
  • Invoices
  • Settings
  • Manage your team
  • Auto-messages
  • Take online payments
  • Connect to QuickBooks
  • Connect to Xero
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