1 / 9

Estimates Management

Apptivo gives estimates app. It is a simple way to provide sales quotes to the customers. Here you can track or send estimates to customers.<br><br>Documentation: http://www.apptivo.com/estimates-app-documentation/

apptivo
Download Presentation

Estimates Management

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Estimates App April 2016

  2. What is Apptivo? Platform of 50+ integrated business apps Integrated collaboration, email & documents Mobile website & native apps for iOS & Android REST API for connections to outside tools

  3. What is Apptivo’sEstimates • Estimates App is a simple way to provide sales quotes to the customers. Users are able to track sales The Estimates App is a simple way to provide sales opportunities and generate estimates for them. • Estimate dashboard helps to answer the question “What information does Apptivo Estimates App feed for my business?”, the page displays the estimate-specific data that’s associated with your business.

  4. FEATURES • Quote your customer through online. • Create detailed database of items with their price, that can be quickly and easily updated. • Track the history of customer requested changes. • Ability to select different layouts for your estimate. • Estimate numbering based on your preference. • Online approval process. • Ability to export into spreadsheet format and Email PDF to Client • Build your own custom template

  5. ESTIMATES APP WORKFLOW

  6. CREATE ESTIMATE

  7. Approval Flow

  8. Summary Thus, the Estimates app helps user to explore and evolve in retail financial service, advanced manufacturing and professional services which create value by improving productivity across the value chain.

  9. Thank You!

More Related