Generating & Sending Estimate Reports

A tutorial of how to generate, send and modify estimate reports in ActionFlow's quoting module.

Table of Contents

Intro (0:00)
Available Estimate Reports (0:35)
Estimate Report Overview (1:00)
- Logo and Address (1:08)
- Customer Details (1:20)
- Key Estimate Details (1:29)
Optional Items on Quote (1:40)
- Without backsplash (1:44)
- Alternative materials (1:55)
- Alternative edges (2:08)
- Optional line items (ie. tearout) (2:18)
Drawing and estimate/quote verbiage (3:15)
Print, Email, Save to Job Files, or Save & Export (3:29)
Email Estimate (3:47)
Attached Files (4:32)