Estimates Management Software
The estimate request function in Shadobooks CRM allows you to develop forms that your customers can use to get a pricing estimate for services or items from your business. The estimates request feature allows you to add several types of fields that may be adapted to your company's needs.
Create estimate request form
➟ 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.
Set status to form
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 Report
➟ 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.
