Convert the Opportunities to Estimates, receive Approval/Rejection/Change-Request notices and further convert that Estimate into a Project/Invoice/Work Order and alert the respective team with automatic email triggers.
Design and create your personalized Estimates with branded templates and choose from a drop-down while sending out to your customers.
Build workflow automation using Apptivo triggers and never miss any critical follow-ups. Generate insightful reports of Estimates for your customers.
- Branded Estimates and templates management
- Simple drag-and-drop editor
- Unlimited custom fields
- Built-in workflows
- Automatic follow-up reminders and instant Email notifications
- Handle taxes and payment terms
- Auto generated Estimate numbers
- Customer actions management
- Email sync via IMAP/OAuth configuration
- Real-time mobile app
- PDF templates