➟ The first step is to create an estimate request form; you may create an unlimited number of estimate request forms in Shadobooks CRM.
➟ To do so, navigate to Setup ⇢ Estimate requestForms ⇢ New form. Fill out the form with your information and save it.
After successfully entering the Shadobooks CRM database, the estimate request must be in status. To change a form's state, navigate to Setup-Estimate request ⇢ Statuses ⇢ New status. Save the status by entering its name and colour.
➟ Estimate request reports are used to track estimate forms and provide an overview of all estimate’s forms created in a specific time period.
➟ The way to get the overall Estimate request reports by, go to Addon management-Estimate request.
➟ On the estimate request page, you may find a list of forms.
➟ It offers an array of reports related to project progress, contracts, budgets, variances, forecasting, and expenses.
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