MANAGEMENT OF ESTIMATES

The estimate can be drawn up as "new" or can be, more rapidly, calculated by copying an already sent estimate (on which simply the addressee needs to be replaced and possible modifications carried out).

For the drawing up of a new estimate an interface is used which looks very familiar to whom has always only used Office programs; the interface in fact is very similar to Word, but boosted with the addition of instruments for service pricing, search functions for estimates per client, key words in the description, etc.

The new estimate is partly drawn up (letterhead and greetings) but can be modified like any Word document. To avoid having to sign every estimate separately, it is also possible to download a signature image, which is automatically reproduced on every issued estimate.

The estimate can be sent by e-mail, attaching the produced PDF file, or, in the more traditional way, can be printed and sent.